Inception date: March 30, 2017.
Performance to date as of 31 December, 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:
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.
I’m currently working on a better system for tracking purchases and sales and performance over time. This page will change in the future.
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.
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: