Stock Portfolio Tracker | Sharesight

My Portfolio nz

Since 01 Jan 2000 Total Return   Capital Gain   Income   Currency Gain
Portfolio:
My Portfolio nz
289,492.74
34.27% p.a.
= 239,226.64
28.32% p.a.
+ 22,750.75
2.69% p.a.
+ 27,515.35
3.26% p.a.
Benchmark:
STW.AX Spdr 200 Fund
8.57% p.a. = 3.38% p.a. + 5.77% p.a. + -0.58% p.a.

Holdings Grouped By Market

ASX
Price (AU$) Quantity Value Capital Gain Dividends Currency Total Return
CBA.AX Commonwealth Bank. 66.900 1,149 83,503.19 -10,820.89 4,262.80 1,822.03 -4,736.06
COO.AX Corum Group Limited 0.039 900 38.13 -15.64 0.00 0.04 -15.60
WBC.AX Westpac Banking Corp 26.610 900 26,016.23 -3,676.10 913.31 466.80 -2,295.99
Total 109,557.55 -14,512.63 5,176.11 2,288.87 -7,047.65
LSE
Price (GB£) Quantity Value Capital Gain Dividends Currency Total Return
BP..LSE BP PLC 5.583 1,000 11,178.80 2,176.49 2,960.89 872.11 6,009.49
FEVR.LSE Fevertree Drinks PLC 28.830 2,000 115,452.23 88,480.33 876.96 -1,800.49 87,556.80
Total 126,631.03 90,656.82 3,837.85 -928.38 93,566.29
NASDAQ
Price (US$) Quantity Value Capital Gain Dividends Currency Total Return
AAPL.NAS Apple Inc 221.190 1,087 367,423.40 140,563.95 11,346.98 26,154.86 178,065.79
Total 367,423.40 140,563.95 11,346.98 26,154.86 178,065.79
NZX
Price Quantity Value Capital Gain Dividends Currency Total Return
AIR.NZ Air New Zealand Limited (NS) 2.755 1,000 2,755.00 -60.00 1,354.17 0.00 1,294.17
ATM.NZ The a2 Milk Company Limited 10.690 2,000 21,380.00 19,920.00 0.00 0.00 19,920.00
GTK.NZ Gentrack Group Limited 7.050 100 705.00 406.00 35.27 0.00 441.27
HBL.NZ Heartland Bank Limited 1.640 100 164.00 70.00 52.08 0.00 122.08
PPH.NZ Pushpay Holdings Limited 3.820 1,000 3,820.00 180.00 0.00 0.00 180.00
SPK.NZ Spark New Zealand Limited 3.905 100 390.50 12.50 84.10 0.00 96.60
STU.NZ Steel & Tube Holdings Limited 1.450 200 290.00 -328.00 864.19 0.00 536.19
XRO.NZ  Xero Limited 34.000 113 3,842.00 2,318.00 0.00 0.00 2,318.00
Total 33,346.50 22,518.50 2,389.81 0.00 24,908.31
Total since 01 Jan 2000     636,958.48 239,226.64 22,750.75 27,515.35 289,492.74  

All amounts are in New Zealand Dollars unless otherwise specified.

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