Marvolo
Marvolo
Mute
2
Followers
PerformanceCommunity EngagementCommunity Endorsement
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13.8% pa
Since May 2020
0.3%
3 months
3.4%
6 months
10.1%
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 Activity Trades Badges Following
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$40,625.82
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
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Shares Held
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Last price
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Value
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Weighting
4.2%
Return
19.72% pa
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Trade
Volume
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Value
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Money weighted average annual return: 19.72% p.a.
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Shares Held
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Last price
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Value
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Weighting
2.8%
Return
19.75% pa
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Value
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Money weighted average annual return: 19.75% p.a.
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Shares Held
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Value
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Weighting
8.3%
Return
6.81% pa
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Value
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Money weighted average annual return: 6.81% p.a.
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Shares Held
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Last price
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Value
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Weighting
1.9%
Return
6.3% pa
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Money weighted average annual return: 6.3% p.a.
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2 unread
Shares Held
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Last price
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Value
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Weighting
4.4%
Return
10.65% pa
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Money weighted average annual return: 10.65% p.a.
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1 unread
Shares Held
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Last price
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Value
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Weighting
10.9%
Return
6.71% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 6.71% p.a.
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Shares Held
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Value
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Weighting
6.6%
Return
20.15% pa
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Trade History
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Trade
Volume
Price
Value
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Money weighted average annual return: 20.15% p.a.
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XXXXXX:XXXXXX
2 unread
Shares Held
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Last price
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Value
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Weighting
7.9%
Return
-2.16% pa
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Value
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Money weighted average annual return: -2.16% p.a.
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XXXXXX:XXXXXX
Shares Held
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Value
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Weighting
2.6%
Return
-1.09% pa
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Value
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Money weighted average annual return: -1.09% p.a.
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Shares Held
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Last price
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Value
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Weighting
20%
Return
11.36% pa
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Value
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Money weighted average annual return: 11.36% p.a.
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Shares Held
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Value
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Weighting
0%
Return
7.64% pa
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Value
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Money weighted average annual return: 7.64% p.a.
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8 unread
Shares Held
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Last price
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Value
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Weighting
8%
Return
19.53% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 19.53% p.a.
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Last price
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Value
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Weighting
22.4%
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Value
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Total return: 0.24%