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The portfolio
Current portfolio as of 3 October 2026
Important: Nothing contained within this page constitutes financial advice, nor is it a recommendation to buy, sell or hold any security. Past performance is not indicative of future results. Always seek advice from a licensed financial adviser before making investment decisions.
2021
Inception date
+55.3%
Total return — pre costs & tax (since inception)
+53.5%
Total return — post costs & tax (since inception)
Australian equities
| Ticker | Avg. purchase price | Current price | % Return | Portfolio % | |
|---|---|---|---|---|---|
| LYL | $9.20 | $23.62 | +561.7% | 3.1% | |
| HVN | $3.49 | $4.18 | +17.1% | 3.3% | |
| FMG | $17.88 | $16.19 | +25.4% | 2.4% | |
| GRR | $0.45 | $0.12 | −40.3% | 0.7% | |
| ANN | $25.63 | $44.55 | +138.3% | 3.7% | |
| SUL | $11.86 | $12.91 | +41.5% | 5.5% | |
| JBH | $56.15 | $70.60 | +226.9% | 6.2% | |
| GWA | $1.94 | $1.98 | +16.9% | 5.6% | |
| MTS | $3.38 | $2.89 | −5.0% | 5.7% | |
| KOV | $8.97 | $16.09 | +99.1% | 1.6% | |
| CKF | $8.74 | $7.94 | −5.3% | 2.4% | |
| VLS | $2.12 | $2.76 | +40.5% | 4.7% | |
| NHF | $5.81 | $6.45 | +16.3% | 3.9% | |
| CAA | $9.99 | $11.71 | +24.2% | 1.0% | |
| SIQ | $7.44 | $11.29 | +59.7% | 6.8% | |
| IGL | $2.71 | $2.40 | −5.7% | 2.3% | |
| SDF | $4.56 | $5.77 | +29.4% | 2.9% | |
| SHA | $6.14 | $8.12 | +35.1% | 2.3% | |
| FID | $8.50 | $8.59 | +4.3% | 1.8% |
ETFs
| Ticker | Avg. purchase price | Current price | % Return | Portfolio % | |
|---|---|---|---|---|---|
| VEU | $83.79 | $119.45 | +53.3% | 16.2% | |
| IOZ | $28.85 | $35.21 | +46.4% | 5.9% | |
| IVV | $47.46 | $73.71 | +62.9% | 5.8% | |
| IHVV | $39.80 | $67.32 | +77.7% | 3.1% | |
| LEND | $19.45 | $14.56 | −2.5% | 3.2% |
* Returns shown are cumulative from date of first purchase and include dividend payments (pre-tax).
Monthly activity
BUYS
| Security | Price | Detail |
|---|---|---|
| HVN | $4.12 | Position increased — Harvey Norman |
| JBH | $64.50 | Position increased — JB Hi-Fi |
Summary of buy/sell activity over the past month.