Stock Portfolio Tracker | Sharesight

Research portfolio

Since 01 Jul 2017 Total Return   Capital Gain   Income   Currency Gain
Portfolio:
Research portfolio
11,580.53
31.74%
= 10,768.50
29.51%
+ 812.03
2.23%
+ 0.00
0.00%
Benchmark:
STW.AX Spdr 200 Fund
8.81% = 2.71% + 6.15% + 0.00%

Holdings Grouped By Market

ASX
Price Quantity Value Capital Gain Dividends Currency Total Return
AHY.AX Asaleo Care Limited 0.720 2,000 1,440.00 -1,399.00 0.00 0.00 -1,399.00
HPI.AX Hotel Property 3.050 1,000 3,050.00 -169.00 0.00 0.00 -169.00
IDR.AX Industria Reit 2.660 1,000 2,660.00 -115.00 42.50 0.00 -72.50
MLD.AX Maca Limited 1.150 4,000 4,600.00 -19.00 200.00 0.00 181.00
PGH.AX Pact Group Hldgs Ltd 3.510 1,000 3,510.00 -671.00 147.04 0.00 -523.96
PME.AX Pro Medicus Limited 10.280 1,000 10,280.00 10,280.00 121.42 0.00 10,401.42
RFF.AX Rural Funds Group 2.120 1,000 2,120.00 120.00 26.08 0.00 146.08
SOL.AX Soul Pattinson (W.H) 28.370 150 4,255.50 1,119.50 0.00 0.00 1,119.50
UBW.AX Ubs Iq World Ex Aus 26.310 200 5,262.00 797.00 103.56 0.00 900.56
VLT.AX Vault Intelligence 0.034 133,000 4,522.00 1,444.00 0.00 0.00 1,444.00
WOW.AX Woolworths Group Ltd 27.800 200 5,560.00 -619.00 171.43 0.00 -447.57
Total 47,259.50 10,768.50 812.03 0.00 11,580.53
Total since 01 Jul 2017     47,259.50 10,768.50 812.03 0.00 11,580.53  

All amounts are in Australian Dollars unless otherwise specified.

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