#20

Ranked

28
Followers
PerformanceCommunity EngagementCommunity Endorsement
16.9% pa
Since July 2021
-11.5%
3 months
1.7%
6 months
18.3%
12 months
Employed as an IT sales engineer to government prospects. Worked in a startup for over 20 years and I have some insights into business models/strategy/management. Long term, diversified, growth investing mindset. ETF core portfolio. I recognise I have limited skills in stock price valuation, so rather than analysing stocks, I analyse people who analyse stocks and follow their lead :-).
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketSep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 202550k100k150k200k250k
Portfolio Weightings
Created with Highcharts 5.0.211.4%10.1%8.0%6.4%5.4%5.3%53.4%
Cash available
Cash available
$5,551.97
Community Ranking
20
CURRENT
RANK
$29.09
Estimated award this month
$3,000.00
Current prize pool
$640.24
Total awards earned
Holdings
Select a company to view more detail.
Show closed positions:
Show closed positions:
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
5.4%
Return
100.57% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 100.57% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.2%
Return
-0.61%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -0.61%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
-3.66%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -3.66%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3%
Return
8.84%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 8.84%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.1%
Return
19.84%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 19.84%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.3%
Return
16.27% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 16.27% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.3%
Return
-24.86%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -24.86%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.4%
Return
44.27%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 44.27%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
27.06% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 27.06% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.1%
Return
0.24% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 0.24% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.9%
Return
-12.49%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -12.49%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.3%
Return
39% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 39% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1%
Return
-10.54%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -10.54%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8%
Return
40.36% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 40.36% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1%
Return
-37.14%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: -37.14%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.2%
Return
25.36%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 25.36%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10.1%
Return
75.38% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 75.38% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.4%
Return
129.41%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 129.41%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.4%
Return
21.63% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 21.63% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Return
-19.11%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -19.11%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.4%
Return
8.03%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 8.03%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1%
Return
-7.24%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: -7.24%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.9%
Return
10.34% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 10.34% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.9%
Return
-7.98%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: -7.98%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.3%
Return
-29.7% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -29.7% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.8%
Return
-24.6% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -24.6% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
17.35%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 17.35%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
-71.53% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -71.53% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.6%
Return
-27.58% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -27.58% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.9%
Return
-12.89% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -12.89% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
3.1%
Trade History
Date
Trade
Value
Loading...
Total return: 0.31%