Australian Growth: Performance at 31 August 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-Aug-2021: Portfolio 5.32%, ASX 200 Accumulation Index 10.39%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (17% at 31-Aug-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.

International Growth: Performance at 31 August 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-Aug-2021: Portfolio 16.67%, ASX 200 Accumulation Index 19.79%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Aug-2021: Portfolio 17.05%, ASX 200 Accumulation Index 20.18%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (19% at 31-Aug-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 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 July 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-Jul-2021: Portfolio 4.86%, ASX 200 Accumulation Index 9.8%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (18% at 31-Jul-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.

International Growth: Performance at 31 July 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-Jul-2021: Portfolio 16.27%, ASX 200 Accumulation Index 19.22%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Jul-2021: Portfolio 16.54%, ASX 200 Accumulation Index 19.5%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (20% at 31-Jul-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 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 June 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-Jun-2021: Portfolio 4.78%, ASX 200 Accumulation Index 9.69%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (18% at 30-Jun-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.

International Growth: Performance at 30 June 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-Jun-2021: Portfolio 15.7%, ASX 200 Accumulation Index 18.87%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Jun-2021: Portfolio 15.15%, ASX 200 Accumulation Index 18.29%

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-Jun-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 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.

International Growth: Performance at 31 May 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-May-2021: Portfolio 17.24%, ASX 200 Accumulation Index 18.51%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-May-2021: Portfolio 15.44%, ASX 200 Accumulation Index 16.69%

Performance of Individual Stocks

[Content protected for International Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (23% at 31-May-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 May 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-May-2021: Portfolio 5.7%, ASX 200 Accumulation Index 9.14%

Individual Stocks

[Content protected for Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (21% at 31-May-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.
  • 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.

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.