6
Followers
PerformanceCommunity EngagementCommunity Endorsement
1.8% pa
Since August 2023
-8.8%
3 months
-3.5%
6 months
2.4%
12 months
Annual Partners Letter 2023 https://www.oceansidefamilyinvestment.com/post/partners-letter-2023
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketSep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 202590k100k110k120k130k
Portfolio Weightings
Created with Highcharts 5.0.227.3%22.1%20.8%12.0%9.0%8.8%
Cash available
Cash available
$9,113.38
Community Ranking
The Community Ranking is awarded to Premium members. hainc is not a Premium member.
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
20.8%
Return
11.77% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 11.77% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
12%
Return
2.68%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 2.68%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
27.3%
Return
75.7%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 75.7%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9%
Return
-33.61% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -33.61% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
22.1%
Return
8.9% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 8.9% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8.8%
Trade History
Date
Trade
Value
Loading...
Total return: 0.08%