PORTFOLIO

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You're up $555.22 today.
Prices as of 2026-07-06
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Portfolio value · 2026-07-06
$665,917.16
↑ $555.22 +0.08% today
Today
+$555.22
+0.08%
Week
+$3,756.44
+0.57%
Month
+$13,677.83
+2.10%
12 mo.
+$665,207.78
+0.00%
All-time
+$665,207.78
+0.00%
Cash on hand
$15,342.15
2.3% of portfolio
Dividends YTD
+$3,080.52
of $6,259.82 forecast
Dividends announced
No announcements yet
Refresh on the Dividends tab
Days to retirement
3,071
target 2034-12-02

What moved today

By $ impact
CSP1
iShares Core S&P 500 UCITS ETF USD (Acc)
+0.32% +$664.06
AGCP
WisdomTree Renewable Energy ETC
+1.27% +$408.77
COPP
Sprott Pure Play Copper Miners UCITS ETF
+1.40% +$244.62
WREE
WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc
+1.15% +$205.52
VHYL
Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing
+0.49% +$160.06
MNG
M&G plc
+0.79% +$135.42
VAGS
Vanguard Global Aggregate Bond UCITS ETF GBP Hedged Accumulation
-0.25% -$48.18

Allocation

By account
AJ Bell SIPP 53.0% $353,033.74
Australian Super DIY 2.0% $13,223.72
AustralianSuper Member Direct 45.0% $299,659.70
Superhero 0.0% $0.00

Recent activity

View all
+
CASH Bought 91.15771382814077 units
2026-05-13
-$150.00
+
AUSTRALIAN_SHARES Bought 140.272115185958 units
2026-05-13
-$600.00
↻
INTERNATIONAL_SHARES Adjustment
2026-05-13
+$5,124.96
↻
AUSTRALIAN_SHARES Adjustment
2026-05-13
+$4,790.41
↻
INDEXED_DIVERSIFIED Adjustment
2026-05-13
+$1,218.32
+
MNG Bought 110.0 units
2026-05-05
-$336.71
$
MNG Dividend received
2026-05-05
+$339.00
+
CASH Bought 14084.0 units
2026-05-01
-$14,084.00
+
CASH Bought 653.62 units
2026-05-01
-$653.62
↻
CASH Adjustment
2026-05-01
+$1,340.03
+
VIF Bought 18.0 units
2026-04-20
-$670.68
+
VGS Bought 1.0 units
2026-04-20
-$143.00

Upcoming dividends

Next 90 days →
⌚
No announcements yet. Pull declared ex/pay-dates from Yahoo via Refresh on the Dividends tab.
↓ Open Dividends tab

By account

4 accounts
Account Kind Cash Investments Total (AUD) Cost P&L Share
AJ Bell SIPP
AJ Bell
 SIPP $1,258.15 $351,775.58 $353,033.74 $286,537.38 $66,496.36 (23.2%)
53.0%
Australian Super DIY
 SUPER_DIY — $13,223.72 $13,223.72 $13,223.72 $0.00 (0.0%)
2.0%
AustralianSuper Member Direct
AustralianSuper
 SUPER_DIRECT $14,084.00 $285,575.70 $299,659.70 $243,424.34 $56,235.36 (23.1%)
45.0%
Superhero
Superhero
 BROKER — — $0.00 $0.00 $0.00
0.0%
Total $15,342.15 $650,575.01 $665,917.16 $543,185.44 $122,731.72 (22.6%)