#43

Ranked

12
Followers
PerformanceCommunity EngagementCommunity Endorsement
24.4% pa
Since November 2022
7.7%
3 months
16.9%
6 months
20.5%
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
$11.53
Community Ranking
43
CURRENT
RANK
$21.52
Estimated award this month
$3,000.00
Current prize pool
$216.02
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
16.8%
Return
14.12% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 14.12% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
18.7%
Return
12.3% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 12.3% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
22.8%
Return
33.45% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 33.45% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
21.7%
Return
31.79%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 31.79%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16%
Return
5.45%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 5.45%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
34.49% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 34.49% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
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Total return: 0%