Public Portfolio
Started 22 Feb 2024 Last Updated 25 Nov 2024
This public portfolio was created to transparently show the effects of compounding returns. I will be Dollar Cost Averaging (DCA) into Exchange-Traded Funds (ETFs) and opting into Dividend Reinvestment Plans (DRP) where possible. The results are displayed below for all to see.
Portfolio Breakdown
| ETF Ticker |
|---|
| ASX: VAS |
| Return | Current Value | Invested | % of Portfolio |
|---|---|---|---|
| 6.86% | $10,260.60 | $9,602.15 | 100% |
Portfolio Value
| Date |
|---|
| 22 Dec 2024 |
| 22 Nov 2024 |
| 22 Oct 2024 |
| 23 Sep 2024 |
| 22 Aug 2024 |
| 22 Jul 2024 |
| 24 Jun 2024 |
| 22 May 2024 |
| 22 Apr 2024 |
| 22 Mar 2024 |
| 22 Feb 2024 |
| Portfolio Value | Monthly Return | Return | Total Invested | Monthly Investment |
|---|---|---|---|---|
| $ | % | % | $ | $ |
| $10,260.60 | 2.49% | 6.86% | $9,602.15 | $949.99 |
| $9,061.09 | 0.89% | 4.73% | $8,652.16 | $922.09 |
| $8,058.79 | 2.12% | 4.25% | $7,730.07 | $921.64 |
| $6,969.90 | 1.20% | 2.37% | $6,808.43 | $1,001.29 |
| $5,886.00 | 1.54% | 1.36% | $5,807.14 | $983.99 |
| $4,812.50 | -1.33% | -0.22% | $4,823.15 | $968.49 |
| $3,908.80 | 2.08% | 1.40% | $3,854.66 | $982.79 |
| $2,846.40 | -1.69% | -0.89% | $2,871.87 | $951.89 |
| $1,943.40 | 1.32% | 1.22% | $1,919.98 | $974.99 |
| $943.10 | -0.20% | -0.20% | $944.99 | $944.99 |