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Wise-Owl Portfolio

Discover small cap exploration stocks

We are a small team of investors building a high performing ASX small cap stock portfolio and sharing our investing journey with our readers for free.

Wise-Owl Portfolio

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 $0.110 244% -3%
OKR 20-Feb-2023 $0.150 $0.105 Uranium 60% -30%
CAY 14-Feb-2022 $0.100 $0.070 40% -30%
EV1 17-Nov-2021 $0.200 $0.130 Graphite 183% -35%
IRD 28-Mar-2021 $0.215 $0.074 Iron Ore 0% -66%
OJC 08-Mar-2021 $0.140 $0.125 Growth Stocks -6% -11%
EMH 03-Mar-2021 $1.100 $0.560 Lithium 61% -49%
FYI 19-Jan-2021 $0.200 $0.078 123% -61%
EMN 04-Sep-2020 $0.065 $0.130 Manganese 808% 100%
MNB 26-Aug-2020 $0.030 $0.076 Hydrogen, Food Security 550% 153%
PRL 05-Aug-2020 $0.025 $0.041 Hydrogen 535% 63%
VUL 20-Aug-2019 $0.200 $2.440 Lithium 6060% 1120%
EXR 11-Jul-2019 $0.041 $0.092 Oil and Gas, Hydrogen 461% 124%
WHK 01-May-2019 $0.097 $0.021 Tech 80% -78%
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 $0.110 244% -3%
OKR 20-Feb-2023 $0.150 $0.105 Uranium 60% -30%
CAY 14-Feb-2022 $0.100 $0.070 40% -30%
EV1 17-Nov-2021 $0.200 $0.130 Graphite 183% -35%
IRD 28-Mar-2021 $0.215 $0.074 Iron Ore 0% -66%
OJC 08-Mar-2021 $0.140 $0.125 Growth Stocks -6% -11%
EMH 03-Mar-2021 $1.100 $0.560 Lithium 61% -49%
FYI 19-Jan-2021 $0.200 $0.078 123% -61%
EMN 04-Sep-2020 $0.065 $0.130 Manganese 808% 100%
MNB 26-Aug-2020 $0.030 $0.076 Hydrogen, Food Security 550% 153%
PRL 05-Aug-2020 $0.025 $0.041 Hydrogen 535% 63%
VUL 20-Aug-2019 $0.200 $2.440 Lithium 6060% 1120%
EXR 11-Jul-2019 $0.041 $0.092 Oil and Gas, Hydrogen 461% 124%
WHK 01-May-2019 $0.097 $0.021 Tech 80% -78%