3
Followers
PerformanceCommunity EngagementCommunity Endorsement
24.3% pa
Since July 2020
9.7%
3 months
26.4%
6 months
26.4%
12 months
25% deep value, 75% deep value with momentum. 100% underperformance
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$8,897.58
Community Ranking
The Community Ranking is awarded to Premium members. jarredb 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
2.6%
Return
13.84% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 13.84% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.2%
Return
4.23% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 4.23% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.2%
Return
8.85% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 8.85% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.3%
Return
29.66% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 29.66% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.6%
Return
37.27% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 37.27% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.5%
Return
23.75% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 23.75% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5%
Return
41.2% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 41.2% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.3%
Return
25.48% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 25.48% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.2%
Return
23.84% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 23.84% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5%
Return
43.61% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 43.61% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.1%
Return
9.9% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 9.9% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.4%
Return
62.06% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 62.06% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.4%
Return
-1.79% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -1.79% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.3%
Return
-4.04% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -4.04% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
30.82% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 30.82% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.3%
Return
24.82% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 24.82% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
3.04% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 3.04% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.9%
Return
21.34% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 21.34% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.2%
Return
-4.86% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -4.86% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.3%
Return
26.6% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 26.6% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.5%
Return
18.71% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 18.71% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
4.79% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 4.79% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
2.98% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 2.98% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.5%
Return
-0.45% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -0.45% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.1%
Return
-1.6% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -1.6% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.8%
Return
-13.22% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -13.22% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.9%
Return
38.96% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 38.96% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.7%
Return
19.7% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 19.7% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.9%
Return
2.83% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 2.83% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
2.7%
Trade History
Date
Trade
Value
Loading...
Money weighted average annual return: 0% p.a.