BigWIG

Cust1

$48,124

Your best performing ETF has returned 15% p.a. in the past and the average historic return of ETF's in your portfolio is 10% p.a.

$ 23,624

Your ETF investments have returned 1% that's $197 since you started.

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

Australian Shares

Australian Fixed Interest

International Shares

45%

Global Fixed Income

Australian Property

Global property

Commodities

Currencies

Cash

51%

Diversification Score:

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:

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 $48,124 might have become $63,848 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	24.4	1220
International Shares	BNKS	200	6.44	1288
International Shares	ESGI	800	20.96	16768
International Shares	WDMF	120	31.66	3799
Australian Shares	ZYAU	50	10.97	548

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	-