Followers
PerformanceCommunity EngagementCommunity Endorsement
26.4% pa
Since November 2022
10.1%
3 months
17.7%
6 months
34.0%
12 months
SM portfolio roughly follows the approx. 30% of our real life portfolio that's ASX listed.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$1.88
Community Ranking
The Community Ranking is awarded to Premium members. Lewis is not a Premium member.
Holdings
Select a company to view more detail.
Show closed positions:
Show closed positions:
Portfolio positions and trades are available to members only. Click for membership options.
Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
14.3%
Return
29.49% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 29.49% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
13.7%
Return
3.17%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 3.17%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
15.5%
Return
13.89% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 13.89% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
15.9%
Return
24.99% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 24.99% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
18.2%
Return
36.88% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 36.88% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
22.4%
Return
40.9% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 40.9% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
Loading...
Total return: 0.15%