My Holdings

Inception date: March 30, 2017.

Performance to date as of 31 December, 2017:

Portfolio performance since inception. As of market close on Dec 31 2017.

I made the first purchase for the portfolio on 30.03.2017 and began tracking the indices then. Here were their values at that date:

The S&P/ASX200 Net Return Index (ASX: XNT) was 54421.4 at market close on 30 March 2017.

The S&P/ASX200 (ASX: XJO) was 5896.6 at market close on 30 March 2017.

The S&P/ASX Small Ordinaries (ASX: XSO) was 2399.3 at market close on 30 March 2017.

The current holdings in the portfolio are:

Via Google Portfolio, click to enlarge. Updated to account for sale of Mayne Pharma and disclosure of Tower Limited position. Data as of 04 February 2018. (Note that closed positions show their last traded price, not the price I sold at. The overall return % reflects the price I sold at.)

Includes brokerage fees on buys + sells, but does not account for the sale brokerage on shares I haven’t sold yet. Performance is as of end date of most recent quarter and includes dividends and cash. Find the most recent reports here for more information.

Performance vs XJO and XSO since inception, as of 31 December 2017.

I’m currently working on a better system for tracking purchases and sales and performance over time. This page will change in the future.

Disclosure:

I own shares in Eureka Group, Probiotec, Crowd Mobile, NGE Capital, Mayne Pharma, Just Group plc, Oliver’s Real Foods, and a 10th company that is currently undisclosed.

Disclaimer:

This page is for my own records. I am not a licensed financial adviser, and my personal share purchases are not a recommendation.

By viewing any part of this site, you are agreeing to abide by the terms of the disclaimer, which can be found here: