Posted on by Andy

Australian Growth: Performance Jul-2023

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 31-Jul-2023: Portfolio 3.92%, ASX 200 Accumulation Index 7.69%

Individual Stocks

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Past Performance

Hypothetical $1 million invested in the Australian Growth portfolio on 1 July 2018:

Hypothetical AUD 1 million invested on 1-Jul-2018 would have grown to 1.22 million by 31-Jul-23, compared to the ASX 200 Accumulation Index (XJOA) which would have grown to 1.46 million.

Performance Notes:

  • 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.

Portfolio Allocation

The graph below reflects current portfolio allocation:

Australian Growth Current Allocation

For a detailed discussion of target sectors see Changes to Australian portfolio allocation.

Past Allocations

Allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals:

Australian Growth Past Allocations