Posted on by Andy

International Growth: Performance Dec-2022

International 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.

International Growth Annualized Performance 1-Jul-2018 to 31-Dec-2022: Portfolio 7.87%, S&P 500 Total Return Index 10.01%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Dec-2022: Portfolio 9.83%, S&P 500 Total Return Index 12.00%

Performance of Individual Stocks

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The portfolio has a sizable allocation to gold & precious metals (19% at 31-Dec-2022). We expect negative real interest rates to lift performance of this asset class over the next year.

Notes:

  • Performance is calculated in US Dollars except where otherwise stated.
  • Annualized performance is calculated using the CAGR formula.
  • Returns are calculated after brokerage costs but exclude all other fees and charges.
  • Not all stocks have equal weighting nor held for the full period.
  • Past performance is not a guarantee of future performance.