Followers
PerformanceCommunity EngagementCommunity Endorsement
22.6% pa
Since November 2022
0.3%
3 months
16.5%
6 months
24.1%
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
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
17.3%
Return
14.29% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 14.29% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.2%
Return
10.97% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 10.97% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.1%
Return
-4.3%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: -4.3%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
17.5%
Return
28% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 28% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
19.5%
Return
27.81% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 27.81% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
18.4%
Return
37.17% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 37.17% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
Loading...
Total return: 0.11%