Australian Growth portfolio performance since inception on 1 July 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.
Individual Stocks[Content protected for Australian Growth, Premium members only]
The portfolio has a sizable allocation to gold & precious metals (18% at 30-Jun-2021). We expect rising inflation and increasingly negative real interest rates to lift performance of this asset class over the next year.
- Performance is calculated in Australian Dollars.
- Annualized performance is calculated using the CAGR formula.
- Returns are calculated after brokerage costs but exclude all other fees and charges.
- Franking credits are excluded from return calculations.
- Not all stocks have equal weighting nor held for the full period.
- Past performance is not a guarantee of future performance.