1
Followers
PerformanceCommunity EngagementCommunity Endorsement
15.6% pa
Since December 2020
14.8%
3 months
30.7%
6 months
47.3%
12 months
I like wine and money, and using spreadsheets for both. I tend to invest in a portfolio core of established companies and add more speculative conviction picks when (I think) I see value. I do a bit of matched betting as a side hobby...some people invest like it's gambling, I gamble like it's investing ;-) Always happy to talk wine, gambling and stocks.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$964.05
Community Ranking
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Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
21.5%
Return
40.88% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 40.88% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
32.1%
Return
66.13% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 66.13% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.4%
Return
10.57% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.57% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.1%
Return
8.15% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 8.15% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.5%
Return
-11.24% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -11.24% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.4%
Return
15.33% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 15.33% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.1%
Return
18.27% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 18.27% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.3%
Return
8.5% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 8.5% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
-96.87%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -96.87%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.8%
Return
-25.71% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -25.71% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Trade History
Date
Trade
Value
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Total return: 0.22%