6
Followers
PerformanceCommunity EngagementCommunity Endorsement
8.9% pa
Since August 2023
5.8%
3 months
14.0%
6 months
4.3%
12 months
Annual Partners Letter 2023 https://www.oceansidefamilyinvestment.com/post/partners-letter-2023
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$9,081.22
Community Ranking
The Community Ranking is awarded to Premium members. hainc is not a Premium member.
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11%
Return
2.66%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 2.66%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
22.1%
Return
55.22%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 55.22%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.7%
Return
-20.94% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -20.94% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
19.2%
Return
6.1% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 6.1% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
27.9%
Return
53.19% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 53.19% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8.1%
Trade History
Date
Trade
Value
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Total return: 0.06%