Followers
PerformanceCommunity EngagementCommunity Endorsement
24.4% pa
Since November 2022
8.0%
3 months
8.4%
6 months
14.6%
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
$59.28
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
17.2%
Return
16.7% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 16.7% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
13%
Return
17.98% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 17.98% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
18.2%
Return
36.59% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 36.59% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
12.8%
Return
-1.51% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -1.51% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.9%
Return
26.7% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 26.7% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
21.8%
Return
38.37% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 38.37% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
Loading...
Total return: 0.14%