Stock Portfolio Tracker | Sharesight

My Portfolio nz

Since 01 Jan 2000 Total Return   Capital Gain   Income   Currency Gain
Portfolio:
My Portfolio nz
279,352.24
32.95% p.a.
= 231,919.42
27.36% p.a.
+ 22,750.75
2.68% p.a.
+ 24,682.07
2.91% p.a.
Benchmark:
STW.AX Spdr 200 Fund
8.52% p.a. = 3.36% p.a. + 5.77% p.a. + -0.61% p.a.

Holdings Grouped By Market

ASX
Price (AU$) Quantity Value Capital Gain Dividends Currency Total Return
CBA.AX Commonwealth Bank. 67.920 1,149 84,264.99 -9,490.41 4,262.80 1,253.34 -3,974.27
COO.AX Corum Group Limited 0.039 900 37.90 -15.55 0.00 -0.28 -15.83
WBC.AX Westpac Banking Corp 26.850 900 26,092.53 -3,420.70 913.31 287.70 -2,219.69
Total 110,395.43 -12,926.66 5,176.11 1,540.76 -6,209.79
LSE
Price (GB£) Quantity Value Capital Gain Dividends Currency Total Return
BP..LSE BP PLC 5.575 1,000 11,051.91 2,139.02 2,960.89 782.69 5,882.60
FEVR.LSE Fevertree Drinks PLC 28.110 2,000 111,450.81 84,746.82 876.96 -2,068.39 83,555.39
Total 122,502.72 86,885.84 3,837.85 -1,285.70 89,437.99
NASDAQ
Price (US$) Quantity Value Capital Gain Dividends Currency Total Return
AAPL.NAS Apple Inc 219.310 1,087 361,525.84 136,394.24 11,346.98 24,427.01 172,168.23
Total 361,525.84 136,394.24 11,346.98 24,427.01 172,168.23
NZX
Price Quantity Value Capital Gain Dividends Currency Total Return
AIR.NZ Air New Zealand Limited (NS) 2.740 1,000 2,740.00 -75.00 1,354.17 0.00 1,279.17
ATM.NZ The a2 Milk Company Limited 10.310 2,000 20,620.00 19,160.00 0.00 0.00 19,160.00
GTK.NZ Gentrack Group Limited 6.900 100 690.00 391.00 35.27 0.00 426.27
HBL.NZ Heartland Bank Limited 1.600 100 160.00 66.00 52.08 0.00 118.08
PPH.NZ Pushpay Holdings Limited 3.680 1,000 3,680.00 40.00 0.00 0.00 40.00
SPK.NZ Spark New Zealand Limited 3.900 100 390.00 12.00 84.10 0.00 96.10
STU.NZ Steel & Tube Holdings Limited 1.360 200 272.00 -346.00 864.19 0.00 518.19
XRO.NZ  Xero Limited 34.000 113 3,842.00 2,318.00 0.00 0.00 2,318.00
Total 32,394.00 21,566.00 2,389.81 0.00 23,955.81
Total since 01 Jan 2000     626,817.98 231,919.42 22,750.75 24,682.07 279,352.24  

All amounts are in New Zealand Dollars unless otherwise specified.

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