#5

Ranked

124
Followers
PerformanceCommunity EngagementCommunity Endorsement
18.1% pa
Since July 2020
-1.6%
3 months
13.9%
6 months
35.5%
12 months
Large cap experience--Expanding interest into the small /micro cap and International arena. In Dec 2024, my largest holdings alphabetically were ALL CAR CSL BKW BRG DDR FPH HUB JIN LOV MQG NCK PNI REA RMD SHL TNE WES. International single holdings (not ETF), AMZN ASML FND GOOGL LVMH MSFT TSM V. (Intl 30%). My journal can be accessed ozriddlesolver.blogspot.com beware its not made to entertain.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$19,467.11
Community Ranking
5
CURRENT
RANK
$52.10
Estimated award this month
$3,000.00
Current prize pool
$2,146.79
Total awards earned
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.9%
Return
-4.76%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -4.76%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
14.4%
Return
75.43% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 75.43% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.1%
Return
-5.48%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -5.48%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.5%
Return
30.14% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 30.14% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.7%
Return
25.82% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 25.82% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.2%
Return
-3.71%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -3.71%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.4%
Return
82.22% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 82.22% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.6%
Return
-31.85%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -31.85%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.5%
Return
7.21%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 7.21%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.1%
Return
89.9% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 89.9% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
41.26%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 41.26%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.6%
Return
58.9%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 58.9%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.6%
Return
40.78% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 40.78% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.6%
Return
39.22% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 39.22% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.4%
Return
88.76% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 88.76% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.4%
Return
-40.37% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -40.37% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8%
Trade History
Date
Trade
Value
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Total return: 0%