#136

Ranked

22
Followers
PerformanceCommunity EngagementCommunity Endorsement
25.7% pa
Since August 2023
9.4%
3 months
-6.5%
6 months
12.2%
12 months
Private Investor. Focused on setting up a solid diversified portfolio to support an eventual comfortable retirement for my wife and I as well as long term support for my disabled son. I’ve got a reasonably diverse portfolio. Will replicate the swing for the fences portion here - Aussie Small Caps outside the ASX200.
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketSep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 202550k100k150k200k250k
Portfolio Weightings
Created with Highcharts 5.0.236.9%28.6%4.6%3.3%3.0%3.0%20.7%
Cash available
Cash available
$54,043.21
Community Ranking
136
CURRENT
RANK
$6.89
Estimated award this month
$3,000.00
Current prize pool
$519.22
Total awards earned
Holdings
Select a company to view more detail.
Show closed positions:
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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
2.3%
Return
263.98% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 263.98% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.3%
Return
-34.85% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -34.85% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.3%
Return
-42.39% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -42.39% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.6%
Return
-49.49% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -49.49% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3%
Return
-38.28%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -38.28%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
-12.21% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -12.21% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1%
Return
19.08% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 19.08% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Return
14.26% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 14.26% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
34.87%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 34.87%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
28.6%
Return
199.66% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 199.66% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Return
-61.01% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -61.01% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.4%
Return
-25.15% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -25.15% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.3%
Return
-32.05% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -32.05% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.3%
Return
-40.73% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -40.73% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-29.13% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -29.13% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
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
3%
Return
7.76% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 7.76% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.3%
Return
-6.96% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -6.96% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.6%
Return
-21.64% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -21.64% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
13.25% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 13.25% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.5%
Return
1.37% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 1.37% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-16.8% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -16.8% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-46.21% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -46.21% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.3%
Return
-40.34% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -40.34% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.6%
Return
51.44% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 51.44% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.3%
Return
-30.15% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -30.15% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
-28.25% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -28.25% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Return
-22.34% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -22.34% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
36.9%
Trade History
Date
Trade
Value
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Total return: 0.03%