WelshBuffett
WelshBuffett
Mute
2
Followers
PerformanceCommunity EngagementCommunity Endorsement
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-5.7% pa
Since March 2021
-2.2%
3 months
0.1%
6 months
-2.7%
12 months
Been investing for 3 years. Enjoying the learning journey.
Portfolio Activity Trades Badges Following
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketMay 2021Sep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 202550k75k100k125k150k
Portfolio Weightings
Created with Highcharts 5.0.224.5%17.1%14.1%14.0%10.7%8.5%11.0%
Cash available
Cash available
$11,184.75
Community Ranking
The Community Ranking is awarded to Premium members. WelshBuffett is not a Premium member.
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
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3 unread
Shares Held
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Last price
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Value
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Weighting
14%
Return
-13.79% pa
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Trade
Volume
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Value
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Money weighted average annual return: -13.79% p.a.
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XXXXXX:XXXXXX
2 unread
Shares Held
XXXXXX
Last price
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Value
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Weighting
24.5%
Return
18.16% pa
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Trade
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Value
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Money weighted average annual return: 18.16% p.a.
XXXXXX
XXXXXX:XXXXXX
4 unread
Shares Held
XXXXXX
Last price
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Value
XXXXXX
Weighting
17.1%
Return
-2.37% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -2.37% p.a.
XXXXXX
XXXXXX:XXXXXX
1 unread
Shares Held
XXXXXX
Last price
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Value
XXXXXX
Weighting
8.5%
Return
-10.1% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -10.1% p.a.
XXXXXX
XXXXXX:XXXXXX
Shares Held
XXXXXX
Last price
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Value
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Weighting
0.1%
Return
-73.57% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -73.57% p.a.
XXXXXX
XXXXXX:XXXXXX
4 unread
Shares Held
XXXXXX
Last price
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Value
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Weighting
6.6%
Return
13.75% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 13.75% p.a.
XXXXXX
XXXXXX:XXXXXX
1 unread
Shares Held
XXXXXX
Last price
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Value
XXXXXX
Weighting
10.7%
Return
14.92% pa
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Trade History
Date
Trade
Volume
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Value
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Money weighted average annual return: 14.92% p.a.
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XXXXXX:XXXXXX
3 unread
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Return
-38.99% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -38.99% p.a.
XXXXXX
XXXXXX:XXXXXX
5 unread
Shares Held
XXXXXX
Last price
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Value
XXXXXX
Weighting
3.3%
Return
-15.23% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -15.23% p.a.
XXXXXX
XXXXXX:XXXXXX
Shares Held
XXXXXX
Last price
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Value
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Weighting
0.6%
Return
-52.56% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -52.56% p.a.
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
14.1%
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Value
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Total return: 0.06%