Slack Investors Current Investment Portfolio – Updated 31 Mar 2024
(Note: This list will be updated quarterly and is published to give a rough idea of the type of shares that Slack Investor is interested in – This is not advice!
Slack Investor has a growth-oriented portfolio that is expected to perform better than the general market over a period of 3-5 years – but will also be volatile! This type of portfolio is not suitable for investors that would be forced to sell shares in a downturn to provide income. A “growth” portfolio might suit those with an additional non-investment income (job or pension), or those with a longer-term investment horizon.
The percentages in the table below are the portions of my funds in my Investments portfolio – which represent about 70% of my available funds. The other 30% are in a stable income portfolio. Because the Stable Income portfolio has low volatility, I can be quite aggressive in the allocation of my investment portfolio.
The table below shows Slack Investor’s current share related investments (ASX listed shares, ASX listed ETF’s , Australian Managed Funds, Overseas currency US Listed stocks, and Overseas currency Index funds)
28 Mar 2024
| Name | Symbol | Portfolio % |
|---|
| CSL Ltd | CSL | 17.2% |
| Altium Ltd | ALU | 16.6% |
| Alphabet (US) | GOOGL | 14.1% |
| REA Group Ltd | REA | 6.9% |
| Macquarie Group Ltd | MQG | 6.2% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.8% |
| Supply Network Ltd | SNL | 4.0% |
| Technology One Ltd | TNE | 3.5% |
| BetaShares Global Cybersecurity ETF | HACK | 2.8% |
| Goodman Group | GMG | 2.1% |
| Vanguard MSCI Intl ETF | VGS | 2.1% |
| Codan Ltd | CDA | 2.0% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.0% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.9% |
| Pro Medicus Ltd | PME | 1.8% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.8% |
| S&P500 ETF | ^GSPC | 1.6% |
| ResMed Inc DR | RMD | 1.2% |
| GlobalX Battery Tech and Lithium ETF | ACDC | 1.1% |
| Carsales.com Ltd | CAR | 1.1% |
| Wesfarmers Ltd | WES | 1.0% |
| Dicker Data Ltd | DDR | 1.0% |
| SPDR® S&P/ASX 200 ETF | STW | 1.0% |
| FTSE100 ETF | ^FTSE | 0.7% |
| Coles Group Ltd | COL | 0.4% |
| CASH | $$C | 0.1% |
Previous Quarterly Portfolios
31 Dec 2023
| Name | Symbol | Portfolio % |
|---|
| CSL Ltd | CSL | 19.2% |
| Alphabet (US) | GOOGL | 14.1% |
| Altium Ltd | ALU | 13.4% |
| REA Group Ltd | REA | 7.5% |
| Macquarie Group Ltd | MQG | 6.4% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.8% |
| Supply Network Ltd | SNL | 3.9% |
| Technology One Ltd | TNE | 3.5% |
| BetaShares Global Cybersecurity ETF | HACK | 2.9% |
| Vanguard MSCI Intl ETF | VGS | 2.1% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.0% |
| Pro Medicus Ltd | PME | 1.9% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.9% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.8% |
| Codan Ltd | CDA | 1.8% |
| Goodman Group | GMG | 1.8% |
| S&P500 ETF | ^GSPC | 1.7% |
| Dicker Data Ltd | DDR | 1.3% |
| GlobalX Battery Tech and Lithium ETF | ACDC | 1.2% |
| ResMed Inc DR | RMD | 1.1% |
| SPDR® S&P/ASX 200 ETF | STW | 1.1% |
| Carsales.com Ltd | CAR | 1.0% |
| Wesfarmers Ltd | WES | 1.0% |
| FTSE100 ETF | ^FTSE | 0.8% |
| Computershare | CPU | 0.5% |
| Coles Group Ltd | COL | 0.4% |
| CASH | $$C | 0.1% |
30 Sep 2023
| Name | Symbol | Portfolio % |
|---|
| CSL Ltd | CSL | 18.3% |
| Alphabet (US) | GOOGL | 15.2% |
| Altium Ltd | ALU | 13.4% |
| REA Group Ltd | REA | 7.0% |
| Macquarie Group Ltd | MQG | 6.4% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.8% |
| Technology One Ltd | TNE | 3.8% |
| Supply Network Ltd | SNL | 3.8% |
| BetaShares Global Cybersecurity ETF | HACK | 2.8% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.3% |
| Vanguard MSCI Intl ETF | VGS | 2.2% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.9% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.8% |
| Codan Ltd | CDA | 1.8% |
| Pro Medicus Ltd | PME | 1.8% |
| Goodman Group | GMG | 1.6% |
| S&P500 ETF | ^GSPC | 1.6% |
| Coles Group Ltd | COL | 1.5% |
| GlobalX Battery Tech and Lithium ETF | ACDC | 1.4% |
| Dicker Data Ltd | DDR | 1.1% |
| SPDR® S&P/ASX 200 ETF | STW | 1.1% |
| Carsales.com Ltd | CAR | 1.0% |
| Wesfarmers Ltd | WES | 1.0% |
| FTSE100 ETF | ^FTSE | 0.8% |
| Computershare | CPU | 0.6% |
| CASH | $$C | 0.2% |
30 Jun 2023
| Name | Symbol | Portfolio % |
|---|
| CSL Ltd | CSL | 20.7% |
| Alphabet (US) | GOOGL | 13.6% |
| Altium Ltd | ALU | 11.7% |
| Macquarie Group Ltd | MQG | 6.9% |
| REA Group Ltd | REA | 6.6% |
| BetaShares NASDAQ 100 ETF | NDQ | 6.0% |
| Supply Network Ltd | SNL | 4.0% |
| Technology One Ltd | TNE | 4.0% |
| BetaShares Global Cybersecurity ETF | HACK | 2.7% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.3% |
| Vanguard MSCI Intl ETF | VGS | 2.2% |
| VanEck Morningstar Wide Moat ETF | MOAT | 2.1% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.9% |
| Codan Ltd | CDA | 1.9% |
| Coles Group Ltd | COL | 1.9% |
| S&P500 ETF | ^GSPC | 1.7% |
| GlobalX Battery Tech and Lithium ETF | ACDC | 1.6% |
| Goodman Group | GMG | 1.6% |
| Pro Medicus Ltd | PME | 1.4% |
| SPDR® S&P/ASX 200 ETF | STW | 1.1% |
| Dicker Data Ltd | DDR | 1.0% |
| Wesfarmers Ltd | WES | 0.9% |
| Carsales.com Ltd | CAR | 0.9% |
| FTSE100 ETF | ^FTSE | 0.8% |
| CASH | $$C | 0.4% |
31 Mar 2023
| Name | Symbol | Portfolio % |
|---|
| CSL Ltd | CSL | 22.6% |
| Altium Ltd | ALU | 12.6% |
| Alphabet (US) | GOOGL | 12.3% |
| Macquarie Group Ltd | MQG | 7.2% |
| REA Group Ltd | REA | 6.7% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.4% |
| Technology One Ltd | TNE | 3.9% |
| Supply Network Ltd | SNL | 3.4% |
| BetaShares Global Cybersecurity ETF | HACK | 2.6% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.4% |
| Vanguard MSCI Intl ETF | VGS | 2.2% |
| VanEck Morningstar Wide Moat ETF | MOAT | 2.0% |
| Coles Group Ltd | COL | 1.9% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.9% |
| S&P500 ETF | ^GSPC | 1.7% |
| Goodman Group | GMG | 1.5% |
| ETFS Battery Tech and Lithium ETF | ACDC | 1.5% |
| Pro Medicus Ltd | PME | 1.5% |
| Codan Ltd | CDA | 1.3% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| Dicker Data Ltd | DDR | 1.0% |
| Wesfarmers Ltd | WES | 1.0% |
| FTSE100 ETF | ^FTSE | 0.9% |
| Carsales.com Ltd | CAR | 0.8% |
| Computershare | CPU | 0.6% |
| CASH | $$C | 0.0% |
31 Dec 2022
| Name | Symbol | Portfolio % |
|---|
| CSL Ltd | CSL | 26.1% |
| Altium Ltd | ALU | 12.3% |
| Alphabet (US) | GOOGL | 10.8% |
| Macquarie Group Ltd | MQG | 7.2% |
| REA Group Ltd | REA | 5.7% |
| BetaShares NASDAQ 100 ETF | NDQ | 4.7% |
| Technology One Ltd | TNE | 3.7% |
| Supply Network Ltd | SNL | 3.5% |
| BetaShares Global Cybersecurity ETF | HACK | 2.5% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.5% |
| Vanguard MSCI Intl ETF | VGS | 2.1% |
| Coles Group Ltd | COL | 1.9% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.8% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.8% |
| S&P500 ETF | ^GSPC | 1.6% |
| Goodman Group | GMG | 1.5% |
| ETFS Battery Tech and Lithium ETF | ACDC | 1.4% |
| Dicker Data Ltd | DDR | 1.4% |
| Pro Medicus Ltd | PME | 1.3% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| Codan Ltd | CDA | 1.1% |
| Wesfarmers Ltd | WES | 1.0% |
| FTSE100 ETF | ^FTSE | 0.9% |
| Computershare | CPU | 0.8% |
| Carsales.com Ltd | CAR | 0.8% |
| CASH | $$C | 0.4% |
30 Sep 2022
| Name | Symbol | Portfolio % |
|---|
| CSL Ltd | CSL | 26.1% |
| Altium Ltd | ALU | 12.1% |
| Alphabet (US) | GOOGL | 11.7% |
| Macquarie Group Ltd | MQG | 6.6% |
| REA Group Ltd | REA | 6.0% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.0% |
| Vanguard MSCI Intl ETF | VGS | 3.4% |
| Technology One Ltd | TNE | 3.0% |
| Supply Network Ltd | SNL | 2.9% |
| BetaShares Global Cybersecurity ETF | HACK | 2.7% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.3% |
| Coles Group Ltd | COL | 1.8% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.8% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.7% |
| Integral Diagnostics Ltd | IDX | 1.6% |
| S&P500 ETF | ^GSPC | 1.5% |
| Codan Ltd | CDA | 1.5% |
| Dicker Data Ltd | DDR | 1.4% |
| ETFS Battery Tech and Lithium ETF | ACDC | 1.4% |
| Goodman Group | GMG | 1.4% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| CASH | $$C | 0.8% |
| FTSE100 ETF | ^FTSE | 0.8% |
| Carsales.com Ltd | CAR | 0.7% |
| Wesfarmers Ltd | WES | 0.4% |
30 Jun 2022
| Name | Ticker | Portfolio % |
|---|
| CSL Ltd | CSL | 24.7% |
| Alphabet (US) | GOOGL | 13.0% |
| Altium Ltd | ALU | 9.5% |
| Macquarie Group Ltd | MQG | 7.1% |
| REA Group Ltd | REA | 5.8% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.1% |
| Vanguard MSCI Intl ETF | VGS | 3.4% |
| Technology One Ltd | TNE | 3.0% |
| BetaShares Global Cybersecurity ETF | HACK | 2.9% |
| Supply Network Ltd | SNL | 2.7% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.6% |
| Coles Group Ltd | COL | 2.0% |
| Integral Diagnostics Ltd | IDX | 1.8% |
| Codan Ltd | CDA | 1.8% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.8% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.7% |
| S&P500 ETF | ^GSPC | 1.6% |
| ETFS Battery Tech and Lithium ETF | ACDC | 1.3% |
| Nick Scali Ltd | NCK | 1.2% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| Goodman Group | GMG | 1.1% |
| Cash | CASH$ | 1.1% |
| Dicker Data Ltd | DDR | 1.0% |
| FTSE100 ETF | ^FTSE | 0.9% |
| BetaShares Asia Technology Tigers ETF | ASIA | 0.7% |
| Carsales.com Ltd | CAR | 0.6% |
| Wesfarmers Ltd | WES | 0.4% |
31 Mar 2022
| Name | Ticker | Portfolio % |
|---|
| CSL Ltd | CSL | 22.2% |
| Alphabet (US) | GOOGL | 13.0% |
| Altium Ltd | ALU | 10.9% |
| Macquarie Group Ltd | MQG | 8.0% |
| REA Group Ltd | REA | 6.3% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.6% |
| Vanguard MSCI Intl ETF | VGS | 3.4% |
| BetaShares Global Cybersecurity ETF | HACK | 3.1% |
| Technology One Ltd | TNE | 2.9% |
| Supply Network Ltd | SNL | 2.6% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.4% |
| Integral Diagnostics Ltd | IDX | 2.1% |
| Coles Group Ltd | COL | 1.8% |
| S&P500 ETF | ^GSPC | 1.8% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.8% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.7% |
| Codan Ltd | CDA | 1.7% |
| Nick Scali Ltd | NCK | 1.5% |
| ETFS Battery Tech and Lithium ETF | ACDC | 1.3% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| Dicker Data Ltd | DDR | 1.2% |
| Xero Ltd | XRO | 0.8% |
| FTSE100 ETF | ^FTSE | 0.8% |
| BetaShares Asia Technology Tigers ETF | ASIA | 0.7% |
| Carsales.com Ltd | CAR | 0.6% |
| Wesfarmers Ltd | WES | 0.4% |
31 Dec 2021
| Name | Ticker | Portfolio % |
|---|
| CSL Ltd | CSL | 20.5% |
| Altium Ltd | ALU | 13.0% |
| Alphabet (US) | GOOGL | 12.1% |
| Macquarie Group Ltd | MQG | 7.2% |
| REA Group Ltd | REA | 7.0% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.6% |
| Vanguard MSCI Intl ETF | VGS | 3.3% |
| Technology One Ltd | TNE | 3.0% |
| BetaShares Global Cybersecurity ETF | HACK | 2.9% |
| Supply Network Ltd | SNL | 2.4% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.4% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 2.3% |
| Integral Diagnostics Ltd | IDX | 2.0% |
| Codan Ltd | CDA | 2.0% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.9% |
| Nick Scali Ltd | NCK | 1.8% |
| S&P500 ETF | ^GSPC | 1.7% |
| Coles Group Ltd | COL | 1.6% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.6% |
| ETFS Battery Tech and Lithium ETF | ACDC | 1.3% |
| SPDR® S&P/ASX 200 ETF | STW | 1.1% |
| Xero Ltd | XRO | 1.0% |
| BetaShares Asia Technology Tigers ETF | ASIA | 0.7% |
| FTSE100 ETF | ^FTSE | 0.7% |
| Dicker Data Ltd | DDR | 0.6% |
| Cash | CASH$ | 0.2% |
30 Sep 2021
| Name | Ticker | Portfolio % |
|---|
| CSL Ltd | CSL | 22.1% |
| Alphabet (US) | GOOGL | 11.9% |
| Altium Ltd | ALU | 10.9% |
| REA Group Ltd | REA | 7.1% |
| Macquarie Group Ltd | MQG | 6.9% |
| BetaShares NASDAQ 100 ETF | NDQ | 5.0% |
| Vanguard MSCI Intl ETF | VGS | 3.4% |
| BetaShares Global Cybersecurity ETF | HACK | 2.9% |
| Technology One Ltd | TNE | 2.8% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 2.6% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 2.6% |
| Codan Ltd | CDA | 2.3% |
| Cash | CASH$ | 2.3% |
| Integral Diagnostics Ltd | IDX | 2.2% |
| Supply Network Ltd | SNL | 2.0% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.9% |
| VanEck Morningstar Wide Moat ETF | MOAT | 1.7% |
| Coles Group Ltd | COL | 1.7% |
| S&P500 ETF | ^GSPC | 1.6% |
| Nick Scali Ltd | NCK | 1.5% |
| ETFS Battery Tech and Lithium ETF | ACDC | 1.4% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| BetaShares Asia Technology Tigers ETF | ASIA | 0.8% |
| FTSE100 ETF | ^FTSE | 0.7% |
| PPK Group Ltd | PPK | 0.7% |
| Pushpay Holdings Ltd | PPH | 0.1% |
30 Jun 2021
| Name | Ticker | CALC PORT % |
|---|
| CSL Ltd | CSL | 22.2% |
| Cash | CASH$ | 10.6% |
| Altium Ltd | ALU | 8.3% |
| REA Group Ltd | REA | 7.7% |
| Alphabet (US) | GOOGL | 7.6% |
| Macquarie Group Ltd | MQG | 6.0% |
| BetaShares NASDAQ 100 ETF | NDQ | 4.5% |
| Codan Ltd | CDA | 3.3% |
| Vanguard MSCI Intl ETF | VGS | 3.3% |
| Cochlear Ltd | COH | 3.0% |
| BetaShares Global Cybersecurity ETF | HACK | 2.7% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 2.4% |
| Integral Diagnostics Ltd | IDX | 2.3% |
| Supply Network Ltd | SNL | 1.9% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.8% |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | 1.7% |
| S&P500 ETF | | 1.7% |
| Technology One Ltd | TNE | 1.6% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 1.6% |
| ETFS Battery Tech and Lithium ETF | ACDC | 1.4% |
| Mineral Resources Ltd | MIN | 1.2% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| Coles Group Ltd | COL | 1.2% |
| FTSE100 ETF | | 0.8% |
31 Mar 2021
| Name | Ticker | CALC PORT % |
|---|
| CSL Ltd | CSL | 23.0% |
| Altium Ltd | ALU | 14.6% |
| REA Group Ltd | REA | 7.3% |
| Alphabet(US) | GOOGL | 7.0% |
| Macquarie Group Ltd | MQG | 6.6% |
| BetaShares NASDAQ 100 ETF | NDQ | 4.6% |
| Vanguard MSCI Intl ETF | VGS | 3.4% |
| Codan Ltd | CDA | 3.3% |
| Cochlear Ltd | COH | 2.9% |
| Betashares Global Cybersecurity ETF | HACK | 2.7% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 2.5% |
| Integral Diagnostics Ltd | IDX | 2.4% |
| Vanguard Global Infrastructure ETF | VBLD | 2.4% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.9% |
| Fisher & Paykel Healthcare Corp Ltd | FPH | 1.9% |
| Technology One Ltd | TNE | 1.9% |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | 1.7% |
| S&P500 ETF | | 1.7% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 1.7% |
| BetaShares Asia Technology Tigers ETF | ASIA | 1.3% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| Coles Group Ltd | COL | 1.2% |
| VanEck Vectors Video Gaming & eSprts ETF | ESPO | 1.1% |
| Cash | CASH$ | 0.8% |
| FTSE100 ETF | | 0.8% |
31 Dec 2020
| Name | Ticker | CALC PORT % |
|---|
| CSL Ltd | CSL | 20.5% |
| Altium Ltd | ALU | 18.2% |
| REA Group Ltd | REA | 7.5% |
| Macquarie Group Ltd | MQG | 5.8% |
| Alphabet(US) | GOOGL | 5.8% |
| BetaShares NASDAQ 100 ETF | NDQ | 4.4% |
| Amcor PLC | AMC | 3.3% |
| Vanguard MSCI Intl ETF | VGS | 3.1% |
| Betashares Global Cybersecurity ETF | HACK | 2.8% |
| Cochlear Ltd | COH | 2.5% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 2.5% |
| Codan Ltd | CDA | 2.3% |
| Vanguard Global Infrastructure ETF | VBLD | 2.2% |
| Integral Diagnostics Ltd | IDX | 2.1% |
| Fisher & Paykel Healthcare Corp Ltd | FPH | 1.9% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.8% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 1.6% |
| Technology One Ltd | TNE | 1.6% |
| S&P500 ETF | | 1.6% |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | 1.5% |
| Coles Group Ltd | COL | 1.3% |
| BetaShares Asia Technology Tigers ETF | ASIA | 1.2% |
| SPDR® S&P/ASX 200 ETF | STW | 1.2% |
| VanEck Vectors Video Gaming & eSprts ETF | ESPO | 1.1% |
| The a2 Milk Co Ltd | A2M | 1.1% |
| FTSE100 ETF | | 0.8% |
| Cash | CASH$ | 0.5% |
30 Sep 2020
| Name | Ticker | CALC PORT % |
|---|
| CSL Ltd | CSL | 21.2% |
| Altium Ltd | ALU | 19.6% |
| REA Group Ltd | REA | 5.6% |
| Alphabet(US) | GOOGL | 5.1% |
| Macquarie Group Ltd | MQG | 5.1% |
| BetaShares NASDAQ 100 ETF | NDQ | 4.2% |
| Cash | CASH$ | 4.0% |
| Amcor PLC | AMC | 3.3% |
| Vanguard MSCI Intl ETF | VGS | 3.0% |
| Appen Ltd | APX | 2.9% |
| Cochlear Ltd | COH | 2.7% |
| Ramsay Health Care Ltd | RHC | 2.6% |
| Betashares Global Cybersecurity ETF | HACK | 2.4% |
| Codan Ltd | CDA | 2.3% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 2.3% |
| Vanguard Global Infrastructure ETF | VBLD | 2.3% |
| Integral Diagnostics Ltd | IDX | 2.1% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.8% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 1.5% |
| S&P500 ETF | | 1.4% |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | 1.4% |
| Coles Group Ltd | COL | 1.3% |
| SPDR® S&P/ASX 200 ETF | STW | 1.1% |
| FTSE100 ETF | | 0.7% |
30 Jun 2020
| Name | Ticker | CALC PORT % |
|---|
| CSL Ltd | CSL | 22.2% |
| Altium Ltd | ALU | 18.6% |
| REA Group Ltd | REA | 5.8% |
| Macquarie Group Ltd | MQG | 5.5% |
| Alphabet(US) | GOOG | 5.2% |
| BetaShares NASDAQ 100 ETF | NDQ | 4.1% |
| The a2 Milk Co Ltd | A2M | 3.9% |
| Amcor PLC | AMC | 3.4% |
| Appen Ltd | APX | 3.1% |
| Vanguard MSCI Intl ETF | VGS | 3.1% |
| Ramsay Health Care Ltd | RHC | 2.7% |
| Cochlear Ltd | COH | 2.7% |
| Vanguard Global Infrastructure ETF | VBLD | 2.4% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 2.2% |
| Integral Diagnostics Ltd | IDX | 2.1% |
| BetaShares Global Quality Leaders ETF | QLTY | 1.8% |
| Codan Ltd | CDA | 1.6% |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | 1.5% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 1.5% |
| S&P500 ETF | | 1.4% |
| Coles Group Ltd | COL | 1.3% |
| SPDR® S&P/ASX 200 ETF | STW | 1.1% |
| Integrated Research Ltd | IRI | 1.0% |
| FTSE100 ETF | | 0.8% |
| Betashares Global Cybersecurity ETF | HACK | 0.6% |
| Cash | CASH$ | 0.5% |
31 Mar 2020
Special note for this quarter portfolio: There has been big changes in percentage values of individual shares as during the quarter, Slack Investor had to cash in a portion of the investment portfolio to buy a house to live in. The portfolio is now looking a little concentrated in CSL and Altium. They are both great growing companies and after initially thinking of rebalancing, I am happy to own these two great companies as a large chunk of my portfolio.
| Name | Ticker | CALC PORT % |
|---|
| CSL Ltd | CSL | 25.9% |
| Altium Ltd | ALU | 17.8% |
| Alphabet(US) | GOOG | 5.4% |
| REA Group Ltd | REA | 4.8% |
| Macquarie Group Ltd | MQG | 4.4% |
| The a2 Milk Co Ltd | A2M | 3.9% |
| Amcor PLC | AMC | 3.4% |
| Vanguard MSCI Intl ETF | VGS | 3.2% |
| BetaShares NASDAQ 100 ETF | NDQ | 3.1% |
| Vanguard Global Infrastructure ETF | VBLD | 2.8% |
| Vanguard FTSE Emerging Markets Shrs ETF | VGE | 2.7% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 2.1% |
| Cochlear Ltd | COH | 2.1% |
| Ramsay Health Care Ltd | RHC | 2.0% |
| Centuria Industrial REIT | CIP | 2.0% |
| Appen Ltd | APX | 2.0% |
| United Overseas Australia Ltd | UOS | 1.7% |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | 1.6% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 1.5% |
| Integral Diagnostics Ltd | IDX | 1.5% |
| Coles Group Ltd | COL | 1.4% |
| Codan Ltd | CDA | 1.3% |
| S&P500 ETF | | 1.3% |
| SPDR® S&P/ASX 200 ETF | STW | 1.1% |
| FTSE100 ETF | | 0.8% |
| Cash | CASH$ | 0.4% |
31 Dec 2019
| Name | Ticker | CALC PORT % |
|---|
| CSL Ltd | CSL | 15.6% |
| Altium Ltd | ALU | 14.3% |
| The Montgomery Fund | | 9.6% |
| Cochlear Ltd | COH | 5.4% |
| Macquarie Group Ltd | MQG | 4.5% |
| REA Group Ltd | REA | 4.2% |
| Alphabet(US) | GOOG | 3.5% |
| Vanguard Australian Fixed Interest ETF | VAF | 3.2% |
| Amcor PLC | AMC | 2.5% |
| Vanguard MSCI Intl ETF | VGS | 2.4% |
| Montgomery Global Equities ETF | MOGL | 2.1% |
| The a2 Milk Co Ltd | A2M | 2.1% |
| Vanguard FTSE Emerging Markets Shrs ETF | VGE | 2.1% |
| BetaShares NASDAQ 100 ETF | NDQ | 2.1% |
| Vanguard Global Infrastructure ETF | VBLD | 1.9% |
| Seek Ltd | SEK | 1.7% |
| Centuria Industrial REIT | CIP | 1.7% |
| Challenger Ltd | CGF | 1.7% |
| Ramsay Health Care Ltd | RHC | 1.6% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 1.5% |
| Appen Ltd | APX | 1.4% |
| Integral Diagnostics Ltd | IDX | 1.4% |
| Worley Ltd | WOR | 1.4% |
| Codan Ltd | CDA | 1.4% |
| United Overseas Australia Ltd | UOS | 1.3% |
| Service Stream Ltd | SSM | 1.2% |
| Treasury Wine Estates Ltd | TWE | 1.2% |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | 1.1% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 1.1% |
| Cash | CASH$ | 1.1% |
| S&P500 ETF | | 1.1% |
| SPDR® S&P/ASX 200 ETF | STW | 0.9% |
| Coles Group Ltd | COL | 0.9% |
| FTSE100 ETF | | 0.7% |
31 Oct 2019
| Name | Ticker | PORT % |
|---|
| Altium Ltd | ALU | 14.6% |
| CSL Ltd | CSL | 13.9% |
| The Montgomery Fund | | 9.9% |
| Cochlear Ltd | COH | 5.3% |
| Cash | CASH$ | 5.1% |
| REA Group Ltd | REA | 4.4% |
| Macquarie Group Ltd | MQG | 4.0% |
| Alphabet(US) | GOOG | 3.4% |
| Vanguard Australian Fixed Interest ETF | VAF | 3.4% |
| Amcor PLC | AMC | 2.5% |
| Vanguard MSCI Intl ETF | VGS | 2.4% |
| Pro Medicus Ltd | PME | 2.2% |
| Montgomery Global Equities ETF | MOGL | 2.1% |
| Vanguard Global Infrastructure ETF | VBLD | 2.1% |
| Vanguard FTSE Emerging Markets Shrs ETF | VGE | 2.1% |
| BetaShares NASDAQ 100 ETF | NDQ | 2.0% |
| The a2 Milk Co Ltd | A2M | 1.9% |
| Seek Ltd | SEK | 1.7% |
| Centuria Industrial REIT | CIP | 1.6% |
| Ramsay Health Care Ltd | RHC | 1.5% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF | RBTZ | 1.5% |
| Treasury Wine Estates Ltd | TWE | 1.4% |
| Rhipe Ltd | RHP | 1.3% |
| United Overseas Australia Ltd | UOS | 1.3% |
| Service Stream Ltd | SSM | 1.2% |
| WorleyParsons Ltd | WOR | 1.2% |
| VanEck Vectors Morningstar Wide Moat ETF | MOAT | 1.1% |
| Vanguard FTSE Asia ex Japan Shrs ETF | VAE | 1.1% |
| Codan Ltd | CDA | 1.1% |
| S&P500 ETF | | 1.0% |
| SPDR® S&P/ASX 200 ETF | STW | 1.0% |
| FTSE100 ETF | | 0.7% |
30 Jun 2019
| Name |
Ticker |
PORT % |
| Altium Ltd |
ALU |
15.1% |
| CSL Ltd |
CSL |
12.8% |
| The Montgomery Fund |
19543 |
10.1% |
| Cash |
CASH$ |
8.1% |
| Cochlear Ltd |
COH |
5.3% |
| Fisher & Paykel Healthcare Corp Ltd |
FPH |
5.0% |
| REA Group Ltd |
REA |
4.0% |
| Macquarie Group Ltd |
MQG |
3.8% |
| Amcor PLC |
AMC |
2.9% |
| Corporate Travel Management Ltd |
CTD |
2.8% |
| Vanguard MSCI Index Intl ETF |
VGS |
2.3% |
| The a2 Milk Co Ltd |
A2M |
2.2% |
| Montgomery Global Equities (Managed Fd) |
MOGL |
2.2% |
| Pro Medicus Ltd |
PME |
2.1% |
| BetaShares NASDAQ 100 ETF |
NDQ |
1.9% |
| Seek Ltd |
SEK |
1.7% |
| Ramsay Health Care Ltd |
RHC |
1.7% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF |
RBTZ |
1.5% |
| Alphabet (US) |
GOOG |
1.5% |
| Rhipe Ltd |
RHP |
1.5% |
| WorleyParsons Ltd |
WOR |
1.4% |
| Service Stream Ltd |
SSM |
1.3% |
| United Overseas Australia Ltd |
UOS |
1.3% |
| Treasury Wine Estates Ltd |
TWE |
1.2% |
| Vanguard FTSE Asia ex Japan Shrs Idx ETF |
VAE |
1.1% |
| VanEck Vectors Morningstar Wide Moat ETF |
MOAT |
1.0% |
| Costa Group Holdings Ltd |
CGC |
1.0% |
| S&P500 ETF (US) |
|
1.0% |
| SPDR® S&P/ASX 200 ETF |
STW |
1.0% |
| FTSE100 ETF (UK) |
|
0.7% |
| Codan Ltd |
CDA |
0.7% |
31 Mar 2019
| Name |
Ticker |
PORT % |
| Altium Ltd |
ALU |
15.4% |
| CSL Ltd |
CSL |
12.6% |
| The Montgomery Fund |
19543 |
10.5% |
| Appen Ltd |
APX |
5.5% |
| Fisher & Paykel Healthcare Corp Ltd |
FPH |
5.5% |
| Cochlear Ltd |
COH |
4.8% |
| Macquarie Group Ltd |
MQG |
4.3% |
| Corporate Travel Management Ltd |
CTD |
3.4% |
| REA Group Ltd |
REA |
3.3% |
| Cash |
CASH$ |
3.3% |
| Amcor Ltd |
AMC |
2.9% |
| Platinum Capital Limited |
PMC |
2.8% |
| Vanguard MSCI Index Intl ETF |
VGS |
2.4% |
| The a2 Milk Co Ltd |
A2M |
2.4% |
| Montgomery Global Equities (Managed Fd) |
MOGL |
2.3% |
| BetaShares NASDAQ 100 ETF |
NDQ |
2.0% |
| Ramsay Health Care Ltd |
RHC |
1.7% |
| Seek Ltd |
SEK |
1.5% |
| WorleyParsons Ltd |
WOR |
1.4% |
| Costa Group Holdings Ltd |
CGC |
1.4% |
| Pro Medicus Ltd |
PME |
1.3% |
| Treasury Wine Estates Ltd |
TWE |
1.3% |
| Vanguard FTSE Asia ex Japan Shrs Idx ETF |
VAE |
1.2% |
| AGL Energy Ltd |
AGL |
1.2% |
| Service Stream Ltd |
SSM |
1.1% |
| S&P500 ETF |
|
1.1% |
| Rhipe Ltd |
RHP |
1.0% |
| SPDR® S&P/ASX 200 ETF |
STW |
1.0% |
| BetaShares Glb Rbtc & Artfcl Intlgc ETF |
RBTZ |
0.7% |
| Codan Ltd |
CDA |
0.7% |
31 Dec 2018
| Name |
Ticker |
PORT % |
| CSL Ltd |
CSL |
13.8% |
| Altium Ltd |
ALU |
12.1% |
| The Montgomery Fund |
19543 |
11.4% |
| Cash |
CASH$ |
8.8% |
| Cochlear Ltd |
COH |
5.5% |
| Fisher & Paykel Healthcare Corp Ltd |
FPH |
5.2% |
| Challenger Ltd |
CGF |
4.2% |
| Macquarie Group Ltd |
MQG |
4.1% |
| REA Group Ltd |
REA |
3.8% |
| Appen Ltd |
APX |
3.7% |
| Platinum Capital Limited |
PMC |
3.5% |
| Corporate Travel Management Ltd |
CTD |
3.4% |
| Amcor Ltd |
AMC |
2.9% |
| Montgomery Global Equities (Managed Fd) |
MOGL |
2.4% |
| Costa Group Holdings Ltd |
CGC |
2.3% |
| Seek Ltd |
SEK |
1.7% |
| Reece Ltd |
REH |
1.7% |
| The a2 Milk Co Ltd |
A2M |
1.3% |
| AGL Energy Ltd |
AGL |
1.3% |
| Pro Medicus Ltd |
PME |
1.1% |
| S&P500 ETF |
|
1.1% |
| Service Stream Ltd |
SSM |
1.0% |
| SPDR® S&P/ASX 200 ETF |
STW |
1.0% |
| Platinum Asia (Quoted Managed Hdg) |
PAXX |
0.9% |
| FTSE100 ETF |
|
0.8% |
| Codan Ltd |
CDA |
0.7% |
03 OCT 2018
| Name |
Ticker |
PORT % |
| Altium Ltd |
ALU |
16.1% |
| CSL Ltd |
CSL |
14.0% |
| The Montgomery Fund |
19543 |
13.2% |
| Fisher & Paykel Healthcare Corp Ltd |
FPH |
6.4% |
| Challenger Ltd |
CGF |
5.4% |
| Corporate Travel Management Ltd |
CTD |
5.2% |
| Cash |
CASH$ |
5.1% |
| REA Group Ltd |
REA |
4.8% |
| Platinum Capital Limited |
PMC |
4.2% |
| Macquarie Group Ltd |
MQG |
4.0% |
| Appen Ltd |
APX |
3.3% |
| Montgomery Global Equities (Managed Fd) |
MOGL |
3.0% |
| Cochlear Ltd |
COH |
2.8% |
| Seek Ltd |
SEK |
2.3% |
| Vanguard FTSE Asia ex Japan Shrs Idx ETF |
VAE |
1.8% |
| WorleyParsons Ltd |
WOR |
1.6% |
| The a2 Milk Co Ltd |
A2M |
1.4% |
| S&P500 ETF |
|
1.4% |
| SPDR® S&P/ASX 200 ETF |
STW |
1.2% |
| Platinum Asia (Quoted Managed Hdg) |
PAXX |
1.0% |
| FTSE100 ETF |
|
1.0% |
| Codan Ltd |
CDA |
0.9% |
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