Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
CVL.AX Civmec Limited | Industrials | 0% |
FPR.AX FleetPartners Group Limited | Industrials | 0% |
GNG.AX GR Engineering Services Limited | Industrials | 0% |
GPIQ Goldman Sachs Nasdaq-100 Core Premium Income ETF | Large Cap Growth Equities, Dividend | 0% |
HLO.AX | 0% | |
REP.AX | 0% | |
RGN.AX Region Group | Real Estate | 0% |
TCL.AX Transurban Group | Industrials | 0% |
WAM.AX WAM Capital Limited | Financial Services | 0% |
Ticker
Transactions
| Date | Type | Symbol | Quantity | Price |
|---|---|---|---|---|
| Aug 12, 2025 | Buy | FleetPartners Group Limited | 500 | A$2.66 |
| Jul 30, 2025 | Buy | FleetPartners Group Limited | 1000 | A$2.77 |
| Jul 21, 2025 | Buy | Transurban Group | 200 | A$13.54 |
| Mar 7, 2025 | Buy | Goldman Sachs Nasdaq-100 Core Premium Income ETF | 100 | $46.08 |
| Feb 26, 2025 | Buy | HLO.AX | 1000 | 1.66 |
| Feb 25, 2025 | Buy | GR Engineering Services Limited | 1000 | A$2.93 |
| Feb 21, 2025 | Buy | Civmec Limited | 2500 | A$0.98 |
| Dec 9, 2024 | Buy | Region Group | 1000 | A$2.14 |
| Nov 15, 2024 | Buy | REP.AX | 8000 | 0.63 |
| Sep 20, 2024 | Buy | HLO.AX | 2000 | 1.86 |
We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: HLO.AX, REP.AX.