#46

Ranked

22
Followers
PerformanceCommunity EngagementCommunity Endorsement
27.4% pa
Since August 2023
12.7%
3 months
-7.1%
6 months
24.5%
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
Portfolio Weightings
Cash available
Cash available
$54,043.21
Community Ranking
46
CURRENT
RANK
$17.36
Estimated award this month
$3,000.00
Current prize pool
$505.04
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
0.2%
Return
53.79%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 53.79%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.3%
Return
-28.98% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -28.98% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.4%
Return
-26.63% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -26.63% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
-10.38% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -10.38% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1%
Return
23.35% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 23.35% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Return
15.66%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 15.66%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.3%
Return
-45.63%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -45.63%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.4%
Return
-27.8%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -27.8%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.9%
Return
216.91%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 216.91%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-44.64% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -44.64% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
28%
Return
212.85% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 212.85% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Return
-55.93% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -55.93% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.5%
Return
-18.21% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -18.21% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.2%
Return
-33.44% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -33.44% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.9%
Return
-33.76% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -33.76% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.8%
Return
-20.78% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -20.78% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Return
-52.54% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -52.54% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.6%
Return
1.4% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 1.4% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.8%
Return
6.2% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 6.2% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-19.91% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -19.91% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
17.62% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 17.62% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
11.17% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 11.17% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.8%
Return
-10.62% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -10.62% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-43.16% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -43.16% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Return
-36.64% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -36.64% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.4%
Return
53.55% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 53.55% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.5%
Return
-29.35% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -29.35% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Return
-22.16% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -22.16% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
35.9%
Trade History
Date
Trade
Value
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Total return: 0.03%