Cust1

Saving and Investments

$

$48,056

ETF Investments

$

Your best performing ETF has returned 16% p.a. in the past and the average historic return of ETF's in your portfolio is 10% p.a.

$ 23,556

Return

%

Your ETF investments have returned 1% that's $130 since you started.

1%

Remember past returns may not be a good indicator of future returns

Australian Shares
4%
Australian Fixed Interest
0%
International Shares
45%
Global Fixed Income
0%
Australian Property
0%
Global property
0%
Commodities
0%
Currencies
0%
Cash
51%

Diversification Score:

3

You are invested across 3 asset classes giving you a diversification score of 3 out of 5, your diversification score suggests that you might benefit by adding another category of ETF.

Portfolio Risk:

4

Your portfolio safety score is 4. A score of 3 is consistent with a balanced or confident portfolio with medium levels of risk.

Goal

The historic return of your investment portfolio (your ETF's) is

7%

If that were to continue, in 4 years its possible your $48,056 might have become $63,196 To get to your goal in 4 years, try saving $116 per week and investing that in a well diversified portfolio

You are getting there, review you saving plan to get there faster

Change your goal

Change your time horizon

Holdings:

Category Code Cumulative Units Last Price $ Today Value $
Cash Holdings - - - 24500
Australian Shares RARI 50 24.3 1215
International Shares BNKS 200 6.46 1292
International Shares ESGI 800 20.87 16696
International Shares WDMF 120 31.68 3802
Australian Shares ZYAU 50 11.03 552

Transactions:

Date Code Units Buy Price $ Transaction Value $ Fees $ Dividend $
2018-06-19 ESGI -200 Sell 24 -4820 20 -
2017-11-09 RARI - Dividend - 100 0 100
2018-04-02 BNKS 100 Buy 7 720 20 -
2018-08-02 WDMF 100 Buy 32 3220 20 -
2017-09-12 ESGI 1000 Buy 21 21020 20 -
2018-03-22 WDMF 20 Buy 33 680 20 -
2017-10-17 BNKS 100 Buy 7 720 20 -
2018-01-02 RARI -50 Sell 26 -1320 20 -
2018-05-09 ZYAU 50 Buy 11.33 586.5 20 -
2017-05-09 RARI 100 Buy 25 2520 20 -