#289

Ranked

5
Followers
PerformanceCommunity EngagementCommunity Endorsement
5.9% pa
Since September 2019
-6.7%
3 months
0.9%
6 months
-9.5%
12 months
Investing for a SMSF and personal. I have been investing with recommendations from services such as The Motley Fool and Eureka Report/InvestSmart. Overall TMF has performed better than other services. I have also invested based upon gut feel gaining with exchange rate deterioration and with picking some cyclical downturns. I also have had my share of dogs, such as DSE and RFG.
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketJan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250100k200k300k
Portfolio Weightings
Created with Highcharts 5.0.220.2%13.5%9.1%5.1%4.8%4.7%42.7%
Cash available
Cash available
$27,595.49
Community Ranking
289
CURRENT
RANK
$1.17
Estimated award this month
$3,000.00
Current prize pool
$357.78
Total awards earned
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.3%
Return
-3.63% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -3.63% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.1%
Return
11.67% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 11.67% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.1%
Return
24.06% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 24.06% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.2%
Return
2.32% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 2.32% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.9%
Return
0.43% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 0.43% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.1%
Return
2% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 2% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.6%
Return
4.83% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 4.83% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.7%
Return
10.01% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.01% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.8%
Return
5.49% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 5.49% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.9%
Return
6.34% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 6.34% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.8%
Return
10.22% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.22% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.8%
Return
-20.17% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -20.17% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.4%
Return
3.79% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 3.79% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
-40.63% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -40.63% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.6%
Return
-19.75% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -19.75% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.3%
Return
3.15% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 3.15% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.1%
Return
2.08% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 2.08% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2%
Return
-6.42% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -6.42% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.2%
Return
7.73% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 7.73% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
-35.93% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -35.93% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
13.5%
Return
33.2% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 33.2% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
20.2%
Trade History
Date
Trade
Value
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Total return: 1.66%