#4

Ranked

111
Followers
PerformanceCommunity EngagementCommunity Endorsement
11.9% pa
Since July 2020
-5.3%
3 months
-1.6%
6 months
1.8%
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
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketJan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202550k100k150k200k250k
Portfolio Weightings
Created with Highcharts 5.0.212.4%12.0%11.0%8.1%8.0%7.8%40.6%
Cash available
Cash available
$10,721.71
Community Ranking
4
CURRENT
RANK
$50.06
Estimated award this month
$3,000.00
Current prize pool
$1,719.01
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
3.3%
Return
-19.77%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -19.77%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.7%
Return
-9.69%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -9.69%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.4%
Return
-30.97%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -30.97%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
-32.66%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -32.66%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
12%
Return
60.71% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 60.71% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8%
Return
-9.02%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -9.02%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.8%
Return
107.73% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 107.73% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.7%
Return
1.88%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 1.88%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.2%
Return
-6.1%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -6.1%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.1%
Return
32.97% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 32.97% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.5%
Return
-40.95%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -40.95%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.4%
Return
28.4% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 28.4% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
12.4%
Return
27.33% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 27.33% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.7%
Return
-23.48%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -23.48%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.2%
Return
12.3%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 12.3%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.2%
Return
63.82% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 63.82% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.6%
Return
-34.43%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -34.43%
Last price
XXXXXX
Value
XXXXXX
Weighting
11%
Trade History
Date
Trade
Value
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Total return: 0.06%