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AUS Value Portfolio - New Portfolio

Daniel Carini

AUS Value Portfolio
Individual Investor
Ranked #124,899 out of 801,390 TipRanks' Investors
Success Rate
64%
103 out of 160
profitable transactions
Average Return
9.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.67%
6-Month Return▲ 6.86%
12-Month Return▲ 14.81%
YTD Return▲ 11.06%
Total Return▲ 12.78%

Best Trade

Opened at
Closed at-
Gain▲ 114.12%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 4.88%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 0.90%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.78%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.52%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.31%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.76%
Apr 2025
▲ 11.71%
▲ 5.99%
▲ 4.40%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 4.88%
▲ 25.97%▲ 5.96%▲ 0.90%
▲ 5.42%▼ 2.41%▼ 3.78%
▲ 6.01%▲ 2.69%▲ 4.52%
▼ 12.86%▼ 1.27%▲ 0.70%
▼ 1.80%▼ 5.57%▲ 0.31%
▲ 1.76%▼ 0.87%▲ 0.76%
▲ 11.71%▲ 5.99%▲ 4.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Charter Hall Retail REIT
12.4%
▲ 28.75%
29
Sell
May 24, 2025
APA Group
5.44%
▲ 12.03%
14
Sell
May 16, 2025
Lendlease Group
12.62%
▼ 6.51%
6
Buy
May 16, 2025
Macquarie Group Limited
9.17%
▲ 38.41%
13
Open
Apr 05, 2025
Nextdc Limited
▼ 8.30%
2
Close
Feb 24, 2025
BHP Group Ltd
▲ 1.23%
9
Close
Feb 21, 2025
CSL
7.19%
▼ 3.70%
9
Buy
Jan 24, 2025
Charter Hall Group
7.72%
▲ 78.44%
19
Buy
Jan 10, 2025
Dexus
10.26%
▲ 6.20%
19
Buy
Jan 10, 2025
Santos Limited
10.96%
▼ 1.98%
15
Buy
Dec 18, 2024
Whitehaven Coal Limited
8.93%
▼ 14.87%
6
Buy
Dec 18, 2024
Dexus Industria REIT
▼ 1.81%
9
Close
Nov 29, 2024
Woodside Energy Group
▼ 18.66%
12
Close
Nov 26, 2024
Vicinity Centres
▲ 3.29%
2
Close
Nov 23, 2024
National Australia Bank Limited
▲ 48.67%
15
Close
Nov 21, 2024
Charter Hall Long WALE REIT
▲ 8.37%
13
Close
Nov 21, 2024
Lottery Corporation Limited
▲ 6.03%
6
Close
Nov 21, 2024
Super Retail Group Limited
▲ 27.44%
7
Close
Nov 21, 2024
Endeavour Group Ltd
▼ 18.65%
13
Close
Nov 14, 2024
BetaShares Australian High Interest Cash ETF Units
▲ 2.87%
10
Close
Nov 02, 2024