Category: Model Portfolios

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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.
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Australian Growth: Performance Dec-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-Dec-2021: Portfolio 5.31%, ASX 200 Accumulation Index 9.42%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

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

Australian Growth: Performance at Nov-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-Nov-2021: Portfolio 4.99%, ASX 200 Accumulation Index 8.79%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

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

International Growth: Performance Nov-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-Nov-2021: Portfolio 16.09%, ASX 200 Accumulation Index 18.68%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Nov-2021: Portfolio 17.34%, ASX 200 Accumulation Index 19.96%

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-Nov-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.
Posted on

International Growth: Performance at 31 October 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-Oct-2021: Portfolio 16.06%, ASX 200 Accumulation Index 19.44%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 31-Oct-2021: Portfolio 15.51%, ASX 200 Accumulation Index 18.87%

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-OCct-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.
Posted on

Australian Growth: Performance at 31 October 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-Oct-2021: Portfolio 5.17%, ASX 200 Accumulation Index 9.2%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (16% at 31-Oct-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.
Posted on

Australian Growth: Performance at 30 September 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-Sep-2021: Portfolio 4.9%, ASX 200 Accumulation Index 9.48%

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (16% at 30-Sep-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.
Posted on

International Growth: Performance at 30 September 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-Sep-2021: Portfolio 14.6%, ASX 200 Accumulation Index 17.51%

And in Australian Dollars:

International Growth in AUD Annualized Performance 1-Jul-2018 to 30-Sep-2021: Portfolio 15.39%, ASX 200 Accumulation Index 18.32%

Performance of Individual Stocks

[Content protected for Premium, International Growth members only]

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