Model Portfolios

I created two model portfolios of growth stocks, based on my investment strategy, on July 1st, 2018:

International Growth consists mainly of stocks listed on the NYSE or Nasdaq, and includes many multinationals, but may include stocks listed in Asia, Europe or elsewhere.

Australian Growth is a far more diverse portfolio and includes stocks that generate strong dividend income and cyclical gold and resources stocks.

I have run these portfolios for clients since late 2017. Performance has so far been excellent but varies between clients depending on individual selections and entry dates. Hence the need for a model portfolio to provide an objective measure of performance.

Performance to 28 February 2019

Australian Growth portfolio performance since the creation of the model portfolios on 1 July 2018, calculated in AU Dollars:

International Growth portfolio performance since the creation of the model portfolios on 1 July 2018, calculated in US Dollars:

The period is too short to give a real indication as to how the portfolios will perform in the long-term. We expect to hold most growth stocks for 5 to 10 years.

To access model portfolios and regular research updates on individual stocks, please visit our Subscribe page.