#16

Ranked

12
Followers
PerformanceCommunity EngagementCommunity Endorsement
21.6% pa
Since November 2022
-8.5%
3 months
13.3%
6 months
12.8%
12 months
Lucked into outperformance, looking to avoid mean reversion. SM portfolio approximates the 40% of RL portfolio that's ASX listed. 30% is U/S listed: Google, Berkshire Hathaway and the three GE's (Aerospace, Vernova and Healthcare), and 30% is VAS (Vanguard ASX 300).
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$49.74
Community Ranking
16
CURRENT
RANK
$33.61
Estimated award this month
$3,000.00
Current prize pool
$249.51
Total awards earned
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.2%
Return
4.74%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 4.74%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
21%
Return
21.73%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 21.73%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20%
Return
8.59% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 8.59% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
18.6%
Return
12.32% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 12.32% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
23.1%
Return
28.32% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 28.32% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.1%
Return
1.31%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 1.31%
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
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Total return: 0%