Marvolo
Marvolo
4
Followers
PerformanceCommunity EngagementCommunity Endorsement
12.7% pa
Since May 2020
6.0%
3 months
-4.5%
6 months
-9.9%
12 months
Big fan of a slight twist to behavioural portfolio theory and focused on risk adjusted returns. Portfolio will generally consist of a portion of high growth stocks, thematic based picks and broad exposure.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$38.57
Community Ranking
The Community Ranking is awarded to Premium members. Marvolo is not a Premium member.
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.5%
Return
37.67% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 37.67% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.2%
Return
-16.9% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -16.9% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.6%
Return
58.14% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 58.14% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.9%
Return
-1.91%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -1.91%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.3%
Return
-13.79% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -13.79% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.9%
Return
31.84% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 31.84% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.7%
Return
-1.42% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -1.42% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.5%
Return
13.77%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 13.77%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.7%
Return
-4.19% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -4.19% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.3%
Return
1.28%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 1.28%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.2%
Return
3.14% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 3.14% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.9%
Return
-0.92% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -0.92% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.2%
Return
-12.33% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -12.33% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
17.2%
Return
-6.71% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -6.71% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10%
Return
0.17% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 0.17% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.8%
Return
-18.2%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -18.2%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.7%
Return
-9.6% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -9.6% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.4%
Return
63.63% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 63.63% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
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Total return: 0.16%