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Wise-Owl Portfolio

Discover ASX listed small cap stocks

Longer term positions in a variety of sectors. Seeking strong management where traction has been established and company has entered into a development / growth phase. (4 to 7 years).

Stocks Date of Initial Coverage Initial Entry Price Last Price Portfolio Weighting Shares Held Macro Theme Actively Sharing Highest Point Performance from Initial Entry
GEN 02-Apr-2024 $0.100 $0.088 Iron Ore 10% -12%
HVY 10-Jul-2023 $0.113 $0.064 244% -44%
GUE 20-Feb-2023 $0.150 $0.091 Uranium 37% -39%
CAY 14-Feb-2022 $0.100 $0.073 -8% -27%
EV1 17-Nov-2021 $0.200 $0.080 Graphite 183% -60%
IRD 28-Mar-2021 $0.215 $0.080 Iron Ore -9% -63%
OJC 08-Mar-2021 $0.140 $0.170 Growth Stocks 43% 21%
EMH 03-Mar-2021 $1.100 $0.380 Lithium 17% -65%
CCM 19-Jan-2021 $0.200 $0.063 -59% -69%
EMN 04-Sep-2020 $0.065 $0.090 Manganese 608% 38%
MNB 26-Aug-2020 $0.030 $0.064 Hydrogen, Food Security 483% 113%
PRL 05-Aug-2020 $0.025 $0.041 Hydrogen 535% 63%
VUL 20-Aug-2019 $0.200 $3.040 Lithium 4840% 1420%
EXR 11-Jul-2019 $0.041 $0.130 Oil and Gas, Hydrogen 424% 217%
WHK 01-May-2019 $0.097 $0.016 Tech 29% -84%
Stocks Date of Initial Coverage Initial Entry Price Last Price Portfolio Weighting Shares Held Macro Theme Actively Sharing Highest Point Performance from Initial Entry
GEN 02-Apr-2024 $0.100 $0.088 Iron Ore 10% -12%
HVY 10-Jul-2023 $0.113 $0.064 244% -44%
GUE 20-Feb-2023 $0.150 $0.091 Uranium 37% -39%
CAY 14-Feb-2022 $0.100 $0.073 -8% -27%
EV1 17-Nov-2021 $0.200 $0.080 Graphite 183% -60%
IRD 28-Mar-2021 $0.215 $0.080 Iron Ore -9% -63%
OJC 08-Mar-2021 $0.140 $0.170 Growth Stocks 43% 21%
EMH 03-Mar-2021 $1.100 $0.380 Lithium 17% -65%
CCM 19-Jan-2021 $0.200 $0.063 -59% -69%
EMN 04-Sep-2020 $0.065 $0.090 Manganese 608% 38%
MNB 26-Aug-2020 $0.030 $0.064 Hydrogen, Food Security 483% 113%
PRL 05-Aug-2020 $0.025 $0.041 Hydrogen 535% 63%
VUL 20-Aug-2019 $0.200 $3.040 Lithium 4840% 1420%
EXR 11-Jul-2019 $0.041 $0.130 Oil and Gas, Hydrogen 424% 217%
WHK 01-May-2019 $0.097 $0.016 Tech 29% -84%