Author: Andy

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.

And in Australian Dollars:

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 portfolio performance since inception on 1 July 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

And in Australian Dollars:

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.

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.

And in Australian Dollars:

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.

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.

And in Australian Dollars:

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.

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.

And in Australian Dollars:

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.