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Sample Assignment Spreadsheet

The document details the security selection for Mr. Tony Martin, including investments in Australian stocks, ETFs, Bitcoin, and cash. The total value of the portfolio is $500,000, with significant holdings in companies like BHP, CBA, and CSL. The ETFs represent a diverse range of sectors, contributing to a total ETF value of $350,012.09.

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16 views1 page

Sample Assignment Spreadsheet

The document details the security selection for Mr. Tony Martin, including investments in Australian stocks, ETFs, Bitcoin, and cash. The total value of the portfolio is $500,000, with significant holdings in companies like BHP, CBA, and CSL. The ETFs represent a diverse range of sectors, contributing to a total ETF value of $350,012.09.

Uploaded by

nguyen.tan.quan.fw
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

Security Selection for Mr Tony Martin

ASX Code Units Name Price Value

Australian Stocks
BHP 212 BHP Group Ltd 47.23 10,012.76
CBA 102 Commonwealth Bank of Australia 98.32 10,028.64
CSL 35 CSL Ltd 288.3 10,090.50
WES 199 Wesfarmers Ltd 50.25 9,999.75
WOW 264 Woolworths Group Ltd 37.9 10,005.60
TLS 2,370 Telstra Group Ltd 4.22 10,001.40
GMG 532 Goodman Group 18.79 9,996.28
TCL 704 Transurban Group 14.21 10,003.84
WTC 154 Wisetech Global Ltd 65.14 10,031.56
WDS 300 Woodside Energy Group Ltd 33.34 10,002.00
100,172.33

ETFs
EINC 6,090 BetaShares Legg Mason Equity Income Fund (MF) 8.21 49,998.90
ISO 11,442 iShares S&P/ASX Small Ordinaries 4.37 50,001.54
MVA 2,461 VanEck Vectors Australian Property 20.32 50,007.52
ASIA 6,605 BetaShares Asia Technology Tigers 7.57 49,999.85
IEAT 4,521 BetaShares Future of Food ETF 11.06 50,002.26
HACK 5,841 BetaShares Global Cybersecurity 8.56 49,998.96
HGEN 6,878 ETFS Hydrogen ETF 7.27 50,003.06
350,012.09

BTC 1.1 Bitcoin 41,315.83 45,447.41


Cash 4,368.17

TOTAL 500,000

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