0
Followers
PerformanceCommunity EngagementCommunity Endorsement
4.7% pa
Since July 2018
13.2%
3 months
16.4%
6 months
26.9%
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
$38,111.62
Community Ranking
The Community Ranking is awarded to Premium members. PatientCapital 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
5.6%
Return
10.37% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.37% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Return
-46.13% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -46.13% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
19.2%
Return
-9.9% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -9.9% 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
1.7%
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
34.2%
Return
25.35% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 25.35% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.2%
Return
-11.97% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -11.97% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.1%
Return
0.07% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 0.07% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
28.5%
Trade History
Date
Trade
Value
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Money weighted average annual return: 0.35% p.a.