Followers
PerformanceCommunity EngagementCommunity Endorsement
23.7% pa
Since November 2022
-8.0%
3 months
6.8%
6 months
23.0%
12 months
The best things in life are free cash flow. SM portfolio roughly follows the approx. 22% of our real life portfolio that's ASX listed. Approx. 55% of the real life portfolio is ETF's and approx. 22% US listed companies.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$26.43
Community Ranking
The Community Ranking is awarded to Premium members. Lewis is not a Premium member.
Holdings
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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
11.9%
Return
7.16% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 7.16% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.9%
Return
14.48% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 14.48% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
12.9%
Return
-3.2% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -3.2% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.7%
Return
25.51% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 25.51% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
22.1%
Return
39.42% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 39.42% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
19.3%
Return
41.27% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 41.27% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
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Total return: 0.11%