Australian Growth: Performance Oct-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-Oct-2022: Portfolio 2.48%, ASX 200 Accumulation Index 6.5%

Individual Stocks

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

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

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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.

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

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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.

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

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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.

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

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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.

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

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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.

Australian Growth: Performance Apr-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-Apr-2022: Portfolio 5.26%, ASX 200 Accumulation Index 8.95%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

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

Australian Growth: Performance Mar-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-Mar-2022: Portfolio 5.48%, ASX 200 Accumulation Index 9.41%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

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

Australian Growth: Performance Feb-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 28-Feb-2022: Portfolio 4.65%, ASX 200 Accumulation Index 7.66%

Individual Stocks

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The portfolio has a sizable allocation to gold & precious metals (19% at 28-Feb-2022). We expect falling stock prices 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.

Australian Growth: Performance Jan-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-Jan-2022: Portfolio 3.62%, ASX 200 Accumulation Index 7.21%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

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