Posted on by Andy

Australian Growth: Performance at 30 September 2021

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.

Australian Growth Annualized Performance 1-Jul-2018 to 30-Sep-2021: Portfolio 4.9%, ASX 200 Accumulation Index 9.48%

Individual Stocks

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The portfolio has a sizable allocation to gold & precious metals (16% at 30-Sep-2021). We expect rising inflation and increasingly negative real interest rates to lift performance of this asset class over the next year.

Notes:

  • 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.