0
Followers
PerformanceCommunity EngagementCommunity Endorsement
4.6% pa
Since July 2018
9.2%
3 months
14.1%
6 months
16.3%
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
10.16% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.16% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Return
-47.93% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -47.93% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.5%
Return
-7.58% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -7.58% 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
1.3%
Return
-14.48% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -14.48% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
33.3%
Return
24.24% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 24.24% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.9%
Return
-9.73% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -9.73% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.4%
Return
-1.85% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -1.85% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
28.6%
Trade History
Date
Trade
Value
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Money weighted average annual return: 0.35% p.a.