Following companies - Strawman: ASX share price, valuation, research and discussion

PeregrineCapital

PeregrineCapital

Follow

Mute

20

Followers

Performance

How do I earn badges?

10.1% pa

Since April 2020

-0.9%

3 months

3.6%

6 months

6.7%

12 months

I like to keep a very narrow focus on assets that I have a comprehensive understanding of. This means I tend to gravitate towards securities that are backed by hard assets as they generally have less moving parts. I hope to prove that even the most unconventional and boring strategies can outperform professional fund managers on a risk adjusted basis.

Portfolio Activity Trades Badges Following

Following Members (8) Following Companies (51)

Company

Held By

Following

Activity

Actions

Southern Cross Payments Limited

Held By

Following

118

Activity

0

Wam Alternative Assets Limited

Held By

16

Following

28

Activity

0

Elanor Retail Property Fund

Held By

Following

2

Activity

0

Future Generation Australia Limited

Held By

10

Following

16

Activity

0

Held By

26

Following

29

Activity

0

Held By

7

Following

5

Activity

0

Centuria Industrial REIT

Held By

8

Following

10

Activity

0

Centuria Office REIT

Held By

4

Following

7

Activity

0

Afterpay Limited

Held By

Following

590

Activity

0

US Masters Residential Property Fund

Held By

9

Following

13

Activity

0

Held By

4

Following

4

Activity

0

FFI Holdings Limited

Held By

1

Following

5

Activity

0

Elanor Commercial Property Fund

Held By

2

Following

1

Activity

0

Viva Leisure Limited

Held By

12

Following

18

Activity

0

Genex Power Limited

Held By

Following

59

Activity

0

New Energy Solar Limited

Held By

15

Following

16

Activity

0

Homeco Daily Needs REIT

Held By

2

Following

2

Activity

0

Dexus Industria REIT

Held By

2

Following

4

Activity

0

Vicinity Centres

Held By

14

Following

14

Activity

0

NAOS Emerging Opportunities Company Limited

Held By

0

Following

7

Activity

0

NAOS Ex-50 Opportunities Company Limited

Held By

1

Following

2

Activity

0

AuStar Gold Limited

Held By

Following

4

Activity

0

Sydney Airport Limited

Held By

Following

77

Activity

0

Charter Hall Long WALE REIT

Held By

14

Following

8

Activity

0

Carlton Investments Ltd.

Held By

2

Following

2

Activity

0

AVJennings Limited

Held By

1

Following

1

Activity

0

Held By

18

Following

13

Activity

0

Antipodes Global Investment Company Limited

Held By

Following

3

Activity

0

Held By

19

Following

57

Activity

0

Catapult Sports Ltd

Held By

445

Following

527

Activity

3

Regal Asian Investments Limited

Held By

3

Following

8

Activity

0

Magellan Global Fund - Closed Class Units

Held By

Following

21

Activity

0

Magellan Financial Group Limited

Held By

128

Following

158

Activity

0

Absolute Equity Performance Fund Limited

Held By

2

Following

1

Activity

0

Australian Unity Office Fund

Held By

2

Following

3

Activity

0

Coast Entertainment Holdings Limited

Held By

25

Following

28

Activity

0

Salter Brothers Emerging Companies Limited

Held By

1

Following

4

Activity

0

Future Generation Global Limited

Held By

9

Following

16

Activity

0

HMC Capital Limited

Held By

14

Following

6

Activity

0

Betashares Crypto Innovators ETF

Held By

47

Following

33

Activity

1

Dusk Group Limited

Held By

104

Following

106

Activity

0

Centuria Capital Group

Held By

4

Following

3

Activity

0

Bailador Technology Investments Limited

Held By

127

Following

143

Activity

0

Eildon Capital Fund

Held By

2

Following

3

Activity

0

Halo Food Co. Limited

Held By

50

Following

79

Activity

0

SelfWealth Limited

Held By

321

Following

422

Activity

0

GDI Property Group

Held By

2

Following

5

Activity

0

VanEck Vectors Australian Property ETF

Held By

1

Following

3

Activity

0

Elanor Investors Group

Held By

5

Following

12

Activity

0

Move Logistics Group Limited

Held By

1

Following

6

Activity

0

Healthco Healthcare And Wellness Reit

Held By

5

Following

2

Activity

0