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

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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.

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

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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 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 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

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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.

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

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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.

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

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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.

International Growth: Performance Apr-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-Apr-2022: Portfolio 11.26%, ASX 200 Accumulation Index 13.65%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Apr-2022: Portfolio 12.64%, ASX 200 Accumulation Index 15.07%

Performance of Individual Stocks

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The portfolio has a sizable allocation to gold & precious metals (22% 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 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 Mar-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-Mar-2022: Portfolio 14.66%, ASX 200 Accumulation Index 16.78%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Mar-2022: Portfolio 14.29%, ASX 200 Accumulation Index 16.41%

Performance of Individual Stocks

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The portfolio has a sizable allocation to gold & precious metals (21% 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 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 Feb-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 28-Feb-2022: Portfolio 13.47%, ASX 200 Accumulation Index 16.04%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 28-Feb-2022: Portfolio 14.01%, ASX 200 Accumulation Index 16.59%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

The portfolio has a sizable allocation to gold & precious metals (20% 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 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 Jan-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-Jan-2022: Portfolio 13.79%, ASX 200 Accumulation Index 17.43%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Jan-2022: Portfolio 15.23%, ASX 200 Accumulation Index 18.92%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

The portfolio has a sizable allocation to gold & precious metals (18% 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 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 Dec-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-Dec-2021: Portfolio 15.23%, ASX 200 Accumulation Index 19.68%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Dec-2021: Portfolio 15.79%, ASX 200 Accumulation Index 20.26%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

The portfolio has a sizable allocation to gold & precious metals (18% at 31-Dec-2021). 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 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.