2
Followers
PerformanceCommunity EngagementCommunity Endorsement
14.1% pa
Since May 2020
1.7%
3 months
5.4%
6 months
14.1%
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 Performance
Portfolio Weightings
Cash available
Cash available
$40,625.41
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
2.8%
Return
20.2% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 20.2% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.6%
Return
8.24% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 8.24% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.9%
Return
6.89% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 6.89% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
8.16% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 8.16% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10.7%
Return
6.51% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 6.51% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.3%
Return
19.05% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 19.05% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.8%
Return
-2.69% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -2.69% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.3%
Return
21.41% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 21.41% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.8%
Return
-0.01% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -0.01% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
19.9%
Return
11.36% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 11.36% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Return
7.64% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 7.64% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.4%
Return
23.23% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 23.23% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
22.4%
Trade History
Date
Trade
Value
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Total return: 0.24%