Author: Andy

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Australian Growth: Performance Sep-2022

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-Sep-2022: Portfolio 1.43%, ASX 200 Accumulation Index 5.17%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (15% at 30-Sep-2022). We expect 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 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.
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International Growth: Performance Sep-2022

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-Sep-2022: Portfolio 7.99%, S&P 500 Total Return Index 8.74%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Sep-2022: Portfolio 11.71%, S&P 500 Total Return Index 12.49%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

The portfolio has a sizable allocation to gold & precious metals (17% at 30-Sep-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.
Posted on

Australian Growth: Performance Aug-2022

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-2022: Portfolio 2.47%, ASX 200 Accumulation Index 6.9%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (15% at 31-Aug-2022). We expect 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 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.
Posted on

International Growth: Performance Aug-2022

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-2022: Portfolio 9.88%, S&P 500 Total Return Index 11.48%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Aug-2022: Portfolio 11.95%, S&P 500 Total Return Index 13.58%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

The portfolio has a sizable allocation to gold & precious metals (15% at 31-Aug-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.
Posted on

International Growth: Performance Jul-2022

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-2022: Portfolio 10.76%, S&P 500 Total Return Index 12.87%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Jul-2022: Portfolio 12.4%, S&P 500 Total Return Index 14.55%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

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

Australian Growth: Performance Jul-2022

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-2022: Portfolio 2.97%, ASX 200 Accumulation Index 6.74%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (15% at 31-Jul-2022). We expect 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 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.
Posted on

International Growth: Performance Jun-2022

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-2022: Portfolio 9.58%, S&P 500 Total Return Index 10.69%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Jun-2022: Portfolio 11.48%, S&P 500 Total Return Index 12.61%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

The portfolio has a sizable allocation to gold & precious metals (19% at 30-Jun-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.
Posted on

Australian Growth: Performance Jun-2022

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-2022: Portfolio 1.69%, ASX 200 Accumulation Index 5.4%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (15% at 30-Jun-2022). We expect 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 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.
Posted on

International Growth: Performance May-2022

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-2022: Portfolio 12.97%, ASX 200 Accumulation Index 13.4%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-May-2022: Portfolio 13.85%, ASX 200 Accumulation Index 14.27%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

The portfolio has a sizable allocation to gold & precious metals (19% at 31-May-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.
Posted on

Australian Growth: Performance May-2022

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-2022: Portfolio 4.02%, ASX 200 Accumulation Index 8.02%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (17% at 31-May-2022). We expect 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 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.
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