#344

Ranked

11
Followers
PerformanceCommunity EngagementCommunity Endorsement
-3.2% pa
Since August 2021
-9.8%
3 months
-17.4%
6 months
-11.2%
12 months
Medical Professional with 25 years of investing experience. Graduate of AICD 2017. I manage my family's portfolio of Australian and International equities with some exposure to ETFs and boutique managed funds
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketSep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 202550k75k100k125k150k
Portfolio Weightings
Created with Highcharts 5.0.241.0%40.1%8.6%6.4%3.1%0.9%
Cash available
Cash available
$7,705.84
Community Ranking
344
CURRENT
RANK
$0.28
Estimated award this month
$3,000.00
Current prize pool
$255.96
Total awards earned
Holdings
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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
40.1%
Return
26.88% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 26.88% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
41%
Return
29.07% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 29.07% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.4%
Return
-24.94% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -24.94% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.9%
Return
-85.99% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -85.99% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.1%
Return
-32.38% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -32.38% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8.6%
Trade History
Date
Trade
Value
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Total return: 0%