0
Followers
PerformanceCommunity EngagementCommunity Endorsement
2.5% pa
Since July 2018
6.2%
3 months
12.5%
6 months
3.5%
12 months
Long term investor learning patience. Looking to invest in businesses with some form of competitive advantage and prospects for future growth. My SMSF has returned 18.2% compound annual growth since inception. (8 years)
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$38,095.86
Community Ranking
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Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.1%
Return
10.18% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.18% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.9%
Return
-11.55% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -11.55% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.8%
Return
-3.31% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -3.31% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
27.8%
Return
20.1% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 20.1% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.9%
Return
-10% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -10% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Return
-47.17% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -47.17% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
-55.55% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -55.55% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
19.2%
Return
-17.56% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -17.56% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
33%
Trade History
Date
Trade
Value
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Money weighted average annual return: 0.38% p.a.