2
Followers
PerformanceCommunity EngagementCommunity Endorsement
11.3% pa
Since May 2020
-9.3%
3 months
-5.8%
6 months
-0.2%
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
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketJul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202575k100k125k150k175k200k
Portfolio Weightings
Created with Highcharts 5.0.220.3%12.1%11.2%9.2%9.0%7.4%30.7%
Cash available
Cash available
$20,696.48
Community Ranking
The Community Ranking is awarded to Premium members. Marvolo is not a Premium member.
Holdings
Select a company to view more detail.
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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
7.1%
Return
9.37% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 9.37% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3%
Return
18.8% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 18.8% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9%
Return
6.73% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 6.73% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.4%
Return
10.47% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.47% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.7%
Return
3.35% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 3.35% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.2%
Return
1.55% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 1.55% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.4%
Return
20.16% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 20.16% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.2%
Return
5.54% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 5.54% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.4%
Return
-37.17%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -37.17%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.9%
Return
-0.27% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -0.27% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.3%
Return
8.9% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 8.9% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.1%
Return
15.24% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 15.24% 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.
Last price
XXXXXX
Value
XXXXXX
Weighting
12.1%
Trade History
Date
Trade
Value
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Total return: 0.26%