Australian Growth portfolio performance since inception on July 1, 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.
Individual Stocks[Content protected for Premium, Australian Growth members only]
The portfolio has a sizable allocation to gold & precious metals (17% at 31-Dec-2022). We expect 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 excludes 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.