Summary
Total Invested
$941K
$941,103.59 AUD
Current Value
$1.535M
$1,534,683.38 AUD
Total Gain $
+$593K
$593,579.79 AUD
Total Gain %
+63.1%
incl. $12.7K dividends
Composition
Total Composition Today
% of $1,534,683 — by portfolio
SMSF Composition Today
% of $1,071,469 SMSF — internal breakdown
Invested vs Current Value
AUD — blue = cost base, amber = market value today
Win / Loss by Portfolio
Absolute gain / loss AUD
% Return by Portfolio
Sorted descending — zero line at centre
Portfolio Allocation by Entity
Current market value AUD — SMSF / Sergio Personal / Wife
Portfolio Detail
| Portfolio | Entity | Invested AUD | Current AUD | Gain AUD | Return % | % of Total |
|---|