morgsdaly
morgsdaly
Mute
6
Followers
PerformanceCommunity EngagementCommunity Endorsement
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0.9% pa
Since November 2019
-3.9%
3 months
-5.6%
6 months
-6.4%
12 months
Still learning about money in my 40's. I kind of like risky futuristic stocks but also like those along running businesses that appear to be done but are surely never going anywhere. To this date in the real world I don't think I have broken even yet.
Portfolio Activity Trades Badges Following
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketJan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250100k200k300k400k500k
Portfolio Weightings
Created with Highcharts 5.0.223.6%20.5%10.2%9.2%8.5%7.0%21.0%
Cash available
Cash available
$82.11
Community Ranking
The Community Ranking is awarded to Premium members. morgsdaly is not a Premium member.
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
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XXXXXX:XXXXXX
Shares Held
XXXXXX
Last price
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Value
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Weighting
10.2%
Return
19.12% pa
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Trade
Volume
Price
Value
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Money weighted average annual return: 19.12% p.a.
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XXXXXX:XXXXXX
Shares Held
XXXXXX
Last price
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Value
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Weighting
5.3%
Return
8.25% pa
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Trade
Volume
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Value
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Money weighted average annual return: 8.25% p.a.
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XXXXXX:XXXXXX
1 unread
Shares Held
XXXXXX
Last price
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Value
XXXXXX
Weighting
23.6%
Return
63.36% pa
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Date
Trade
Volume
Price
Value
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Money weighted average annual return: 63.36% p.a.
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XXXXXX:XXXXXX
3 unread
Shares Held
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Last price
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Value
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Weighting
9.2%
Return
14.36% pa
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Trade
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Value
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Money weighted average annual return: 14.36% p.a.
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XXXXXX:XXXXXX
Shares Held
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Value
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Weighting
7%
Return
-14.51% pa
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Value
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Money weighted average annual return: -14.51% p.a.
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XXXXXX:XXXXXX
1 unread
Shares Held
XXXXXX
Last price
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Value
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Weighting
0.6%
Return
-43.69% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -43.69% p.a.
XXXXXX
XXXXXX:XXXXXX
Shares Held
XXXXXX
Last price
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Value
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Weighting
8.5%
Return
-17.38% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -17.38% p.a.
XXXXXX
XXXXXX:XXXXXX
2 unread
Shares Held
XXXXXX
Last price
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Value
XXXXXX
Weighting
4%
Return
-18.86% pa
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Date
Trade
Volume
Price
Value
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Money weighted average annual return: -18.86% p.a.
XXXXXX
XXXXXX:XXXXXX
1 unread
Shares Held
XXXXXX
Last price
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Value
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Weighting
0.1%
Return
-68.34% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -68.34% p.a.
XXXXXX
XXXXXX:XXXXXX
Shares Held
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Last price
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Value
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Weighting
1.6%
Return
-35.55% pa
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Trade
Volume
Price
Value
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Money weighted average annual return: -35.55% p.a.
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XXXXXX:XXXXXX
Shares Held
XXXXXX
Last price
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Value
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Weighting
1%
Return
-31.33% pa
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Date
Trade
Volume
Price
Value
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Money weighted average annual return: -31.33% p.a.
XXXXXX
XXXXXX:XXXXXX
Shares Held
XXXXXX
Last price
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Value
XXXXXX
Weighting
2.8%
Return
-12.49% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -12.49% p.a.
XXXXXX
XXXXXX:XXXXXX
Shares Held
XXXXXX
Last price
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Value
XXXXXX
Weighting
5.5%
Return
-8.83% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -8.83% p.a.
XXXXXX
XXXXXX:XXXXXX
7 unread
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.5%
Return
5.01% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 5.01% p.a.
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.1%
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Value
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Total return: 0.01%