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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
HVY 10-Jul-2023 $0.113 $0.076 244% -33%
GUE 20-Feb-2023 $0.150 $0.130 Uranium 37% -13%
CAY 14-Feb-2022 $0.100 $0.080 5% -20%
EV1 17-Nov-2021 $0.200 $0.095 Graphite 183% -53%
IRD 28-Mar-2021 $0.215 $0.056 Iron Ore -7% -74%
OJC 08-Mar-2021 $0.140 $0.180 Growth Stocks 43% 29%
EMH 03-Mar-2021 $1.100 $0.310 Lithium 40% -72%
FYI 19-Jan-2021 $0.200 $0.065 123% -68%
EMN 04-Sep-2020 $0.065 $0.076 Manganese 646% 17%
MNB 26-Aug-2020 $0.030 $0.097 Hydrogen, Food Security 550% 223%
PRL 05-Aug-2020 $0.025 $0.041 Hydrogen 535% 63%
VUL 20-Aug-2019 $0.200 $2.090 Lithium 5420% 945%
EXR 11-Jul-2019 $0.041 $0.063 Oil and Gas, Hydrogen 461% 54%
WHK 01-May-2019 $0.097 $0.012 Tech 80% -88%
Stocks Date of Initial Coverage Initial Entry Price Last Price Portfolio Weighting Shares Held Macro Theme Actively Sharing Highest Point Performance from Initial Entry
HVY 10-Jul-2023 $0.113 $0.076 244% -33%
GUE 20-Feb-2023 $0.150 $0.130 Uranium 37% -13%
CAY 14-Feb-2022 $0.100 $0.080 5% -20%
EV1 17-Nov-2021 $0.200 $0.095 Graphite 183% -53%
IRD 28-Mar-2021 $0.215 $0.056 Iron Ore -7% -74%
OJC 08-Mar-2021 $0.140 $0.180 Growth Stocks 43% 29%
EMH 03-Mar-2021 $1.100 $0.310 Lithium 40% -72%
FYI 19-Jan-2021 $0.200 $0.065 123% -68%
EMN 04-Sep-2020 $0.065 $0.076 Manganese 646% 17%
MNB 26-Aug-2020 $0.030 $0.097 Hydrogen, Food Security 550% 223%
PRL 05-Aug-2020 $0.025 $0.041 Hydrogen 535% 63%
VUL 20-Aug-2019 $0.200 $2.090 Lithium 5420% 945%
EXR 11-Jul-2019 $0.041 $0.063 Oil and Gas, Hydrogen 461% 54%
WHK 01-May-2019 $0.097 $0.012 Tech 80% -88%