PORTFOLIO
Portfolio value
$665,207.78
+$113,624.67 vs 12m ago
Return 12m
+20.60%
$113,624.67 change
vs S&P 500 (5y)
+3.7%
Portfolio 20.6% · Bench 16.9%
Dividends YTD
$3,442.45
of $6,259.82 forecast · 55%

Balance over time

Portfolio Contributions (cum.) S&P 500 (norm.)

Forecast — median path

P10 · P25 · P50 · P75 · P90
Monte-Carlo retirement projections live on the Forecasting page — too heavy to compute on every Reports load. Hit Run forecast there and the P10/P25/P50/P75/P90 fan plus end-of-plan callouts will appear.
▶ Open Forecasting

Balance by asset class

Current allocation
Equity
86.1%
$557,779.75
Bond
6.0%
$39,158.77
Commodity
5.5%
$35,307.92
Cash
2.4%
$15,342.15
Monthly history of this breakdown will appear once per-day class snapshots are recorded — currently shown as a point-in-time donut.

Cumulative return vs S&P 500

+3.7% alpha

Total dividends collected

Current year highlighted
5-yr total $6,259.82 Avg annual $1,043.30

Dividends — this year

YTD vs forecast
Received YTD
$3,442.45
Forecast total
$6,259.82
Remaining
$2,817.37
Ticker Yield Paid YTD Forecast Progress
VAS 2.70% $1,674.37 $1,674.37
VGS 1.56% $1,462.60 $1,462.60
IVV 1.10% $1,087.52 $1,087.52
MNG 5.70% $971.24 $971.24
VIF 4.09% $813.40 $813.40
VHYL 0.77% $250.69 $250.69

Top movers — last 30 days

By absolute dollar impact
Ticker Name % change $ impact Magnitude
IVV ASX iShares S&P 500 ETF +1.6% +$1,616.46
VGS ASX Vanguard MSCI Index International Shares ETF +1.6% +$1,483.93
CSP1 LSE iShares Core S&P 500 UCITS ETF USD (Acc) +0.7% +$1,417.03
VIF ASX Vanguard International Fixed Interest Index (Hedged) ETF -4.6% -$921.21
CXO ASX Core Lithium Ltd +13.7% +$578.07
MNG LSE M&G plc +2.1% +$360.76
COPP LSE Sprott Pure Play Copper Miners UCITS ETF +2.1% +$360.02
VAS ASX Vanguard Australian Shares Index ETF +0.6% +$358.64
BHL LSE Bradda Head Lithium Limited -3.9% -$187.31
VHYL LSE Vanguard FTSE All-World High Dividend Yield UCITS ETF USD Distributing +0.4% +$126.48
VAGS LSE Vanguard Global Aggregate Bond UCITS ETF GBP Hedged Accumulation -0.5% -$94.27
WREE LSE WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc -0.4% -$73.97

Currency exposure

AUD-equivalent value by ccy
GBP
54.5% · $353,033.74
AUD
45.5% · $294,554.85

Realised P&L · closed positions, all-time · total: $34,876.64

Each SELL surfaces a realised gain or loss in the holding's native currency, converted to AUD at the trade-date FX rate. For super accounts these numbers have no behavioural meaning — they roll over within the wrapper — but they matter for non-super accounts at tax time.

Date Account Ticker Units sold Proceeds (native) Cost basis (native) Realised (native) Realised (AUD)
2026-01-12 AJ Bell SIPP CSP1 LSE iShares Core S&P 500 UCITS ETF USD (Acc) 55 £30,308.80 £25,603.12 £4,705.68 $9,444.31
2025-11-17 AustralianSuper Member Direct IVV ASX iShares S&P 500 ETF 218 $32,703.49 $11,848.58 $20,854.91 $20,854.91
2025-12-30 AustralianSuper Member Direct IVV ASX iShares S&P 500 ETF 144 $9,840.42 $7,826.59 $2,013.83 $2,013.83
2025-10-30 AustralianSuper Member Direct LLL ASX Leo Lithium Limited 474 $0.00 $251.22 -$251.22 -$251.22
2026-01-12 AJ Bell SIPP URNM LSE Sprott Uranium Miners UCITS ETF Accumulating 865 $9,585.25 $7,694.85 $1,890.40 $2,814.81