Long-Term Growth Portfolio

Core holdings, buy and hold

Report generated 4 August 2026 · Currency: USD

In briefThe portfolio is worth $196,540 on $148,200 invested - a total gain of $56,460 (32.6% ROI), of which $8,120 is realized. The largest holding is VAS.AX at 32% of market value.

Portfolio Summary

Investment
$148,200
Market Value
$196,540
Realized P/L
$8,120
Unrealized P/L
$48,340
Total P/L (ROI)
$56,460 (32.62%)

Holdings

AssetQtyInvestmentMarket ValueRealized P/LUnrealized P/LTotal P/LROI
VAS.AX Vanguard Australian Shares620$52,700$63,240$0$10,540$10,54020.00%
MSFT Microsoft Corporation110$38,900$56,870$2,410$17,970$20,38046.20%
AAPL Apple Inc.180$31,600$44,280$5,710$12,680$18,39040.13%
BTC-USD Bitcoin0.35$25,000$32,150$0$7,150$7,15028.60%

Composition

■ VAS.AX 36%■ MSFT 26%■ AAPL 21%■ BTC-USD 17%
By investment
■ VAS.AX 32%■ MSFT 29%■ AAPL 23%■ BTC-USD 16%
By market value

Performance

$200k$175k$150k$125k$100k Aug 25Nov 25Feb 26May 26Aug 26
Market value (USD) - draws in your accent colour in the real report

Income & Dividends

Income (12 months)
$3,840
Income (all time)
$7,120
Trailing Yield
1.95%
DateAssetAmountNote
15 Jul 2026VAS.AX$1,180Q2 distribution
12 Jun 2026MSFT$92Quarterly dividend
14 May 2026AAPL$46Quarterly dividend

Transactions

AssetQtyPurchase PricePurchase DateSell PriceSell DateRealized P/L
VAS.AX620$85.002 Mar 2024--Open
AAPL60$168.4018 Jul 2024$263.5010 Apr 2026$5,710
AAPL180$175.6018 Jul 2024--Open
MSFT110$353.605 Jan 2025--Open
BTC-USD0.35$71,43022 Sep 2025--Open
Prices as at time of generation. Private assets are valued at their most recent recorded valuation. Use your browser’s dialog to save this report as a PDF.