International Growth: Performance at 30 April 2021

International 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.

International Growth Annualized Performance 1-Jul-2018 to 30-Apr-2021: Portfolio 16.53%, ASX 200 Accumulation Index 18.82%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Apr-2021: Portfolio 14.83%, ASX 200 Accumulation Index 17.08%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (21% at 30-Apr-2021).  We expect rising inflation and 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.

Australian Growth: Performance at 30 April 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-Apr-2021: Portfolio 4.96%, ASX 200 Accumulation Index 8.53%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (19% at 30-Apr-2021).  We expect rising inflation and 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.
  • Not all stocks have equal weighting nor held for the full period.
  • Past performance is not a guarantee of future performance.

International Growth: Performance at 31 March 2021

International 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.

International Growth Annualized Performance 1-Jul-2018 to 31-Mar-2021: Portfolio 14.97%, ASX 200 Accumulation Index 17.2%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Mar-2021: Portfolio 13.83%, ASX 200 Accumulation Index 16.04%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (21% at 31-Mar-2021).  We expect rising inflation and 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.

Australian Growth: Performance at 31 March 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 31-Mar-2021: Portfolio 4.83%, ASX 200 Accumulation Index 7.46%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (17% at 31-Mar-2021).  We expect rising inflation and 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.
  • Not all stocks have equal weighting nor held for the full period.
  • Past performance is not a guarantee of future performance.

International Growth: Performance at 28 February 2021

International 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.

International Growth Annualized Performance 1-Jul-2018 to 28-Feb-2021: Portfolio 15.94%, ASX 200 Accumulation Index 15.91%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 28-Feb-2021: Portfolio 14.19%, ASX 200 Accumulation Index 14.16%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

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.

Australian Growth: Performance at 28 February 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 28-Feb-2021: Portfolio 4.49%, ASX 200 Accumulation Index 6.73%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

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.
  • Not all stocks have equal weighting nor held for the full period.
  • Past performance is not a guarantee of future performance.

Australian Growth: Performance at 31 January 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 31-Jan-2021: Portfolio 6.03%, ASX 200 Accumulation Index 6.36%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

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.
  • Not all stocks have equal weighting nor held for the full period.
  • Past performance is not a guarantee of future performance.

International Growth: Performance at 31 January 2021

International 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.

International Growth Annualized Performance 1-Jul-2018 to 31-Jan-2021: Portfolio 16.99%, ASX 200 Accumulation Index 15.24%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Jan-2021: Portfolio 15.48%, ASX 200 Accumulation Index 13.75%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

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.

Australian Growth: Performance at 31 December 2020

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-Dec-2020: Portfolio 6.37%, ASX 200 Accumulation Index 6.44%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

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.
  • Not all stocks have equal weighting nor held for the full period.
  • Past performance is not a guarantee of future performance.

International Growth: Performance at 31 December 2020

International 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.

International Growth Annualized Performance 1-Jul-2018 to 31-Dec-2020: Portfolio 16.56%, ASX 200 Accumulation Index 16.26%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Dec-2020: Portfolio 14.72%, ASX 200 Accumulation Index 14.42%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

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.