I created two model portfolios of growth stocks, based on my investment strategy, on July 1st, 2018:
International Growth consists mainly of stocks listed on the NYSE or Nasdaq, and includes many multinationals, but may include stocks listed in Asia, Europe or elsewhere.
Australian Growth is a far more diverse portfolio and includes stocks that generate strong dividend income and cyclical gold and resources stocks.
I have run these portfolios 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 to 31 March 2019
Australian Growth portfolio performance since the creation of the model portfolios on 1 July 2018, calculated in AU Dollars:
International Growth portfolio performance since the creation of the model portfolios on 1 July 2018, calculated in US 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.
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