We run two model portfolios based on our investment strategy:
International Growth consists mainly of growth stocks listed on the NYSE/Nasdaq, and includes many multinationals, but may include stocks listed elsewhere and at times will include cyclical stocks or ETFs (e.g. gold).
Australian Growth is a far more diverse portfolio, consisting of ASX listed stocks. The portfolio includes stocks held primarily for their strong dividend income streams as well as cyclical stocks held for appreciation through the economic/commodity cycle.
The portfolios have been run for clients since late 2017. Performance has so far been excellent but varies between clients depending on individual selections and entry dates. Hence the need for a model portfolio to provide an objective measure of performance.
Performance
Australian Growth performance since the creation of the model portfolio on July 1, 2018:
International Growth performance since the creation of the model portfolio on July 1, 2018, calculated in US Dollars:
International Growth performance calculated in Australian Dollars:
The period is too short to give a real indication as to how the portfolios will perform in the long-term. We expect to hold most growth stocks for 5 to 10 years.
Notes
- 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.
Past Performance
Hypothetical $1 million invested in the Australian Growth portfolio on July 1, 2018:
Hypothetical $1 million invested in the International Growth portfolio on July 1, 2018:
International Growth performance with month-end values converted to Australian Dollars:
