6
Followers
PerformanceCommunity EngagementCommunity Endorsement
10.7% pa
Since August 2023
10.7%
3 months
12.9%
6 months
13.9%
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
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
27.6%
Return
58.27% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 58.27% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
21.8%
Return
54.7%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 54.7%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10.2%
Return
-3.11%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: -3.11%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
12.4%
Return
-17.72% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -17.72% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20%
Return
11.88% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 11.88% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8%
Trade History
Date
Trade
Value
Loading...
Total return: 0.06%