Tag: Australian Growth Performance

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.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

Past Performance

Hypothetical $1 million invested in the Australian Growth portfolio on 1 July 2018:

Performance 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.

Portfolio Allocation

The graph below reflects current portfolio allocation:

For a detailed discussion of target sectors see Changes to Australian portfolio allocation.

Past Allocations

Allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals:

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.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

Past Performance

Hypothetical $1 million invested in the Australian Growth portfolio on 1 July 2018:

Performance 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.

Portfolio Allocation

The graph below reflects current portfolio allocation:

For a detailed discussion of target sectors see Changes to Australian portfolio allocation.

Past Allocations

Allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals:

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.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

Past Performance

Hypothetical $1 million invested in the Australian Growth portfolio on 1 July 2018:

Performance 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.

Portfolio Allocation

The graph below reflects current portfolio allocation:

For a detailed discussion of target sectors see Changes to Australian portfolio allocation.

Past Allocations

Allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals:

Australian Growth portfolio performance since inception on July 1, 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

Past Performance

Hypothetical $1 million invested in the Australian Growth portfolio on July 1, 2018:

Performance 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.

Portfolio Allocation

Current portfolio allocation differs from our target allocation due to medium-term technical trends and over-pricing in targeted sectors. For further details see Changes to Australian portfolio allocation.

Current Allocation

The graph below reflects current portfolio allocation:

Past Allocations

Allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals:

Australian Growth portfolio performance since inception on July 1, 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

Past Performance

Hypothetical $1 million invested in the Australian Growth portfolio on July 1, 2018:

Performance 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.

Portfolio Allocation

Current portfolio allocation differs considerably from our target allocation, set as a long-term aspirational goal, due to elevated market risk, over-priced sectors, and opportunities in cyclicals (including gold and precious metals).

Current Allocation

The graph below reflects current portfolio allocation:

Past Allocations

Allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals:

Australian Growth portfolio performance since inception on July 1, 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

Past Performance

Hypothetical $1 million invested in the Australian Growth portfolio on July 1, 2018:

Performance 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.

Portfolio Allocation

Current portfolio allocation differs considerably from our target allocation, set as a long-term aspirational goal, due to elevated market risk, over-priced sectors, and opportunities in cyclicals (including gold and precious metals).

Current Allocation

The graph below reflects current portfolio allocation:

Past Allocations

Allocations have evolved over time to deal with elevated market risk, over-priced sectors, and opportunities in cyclicals:

[Content protected for Premium, Australian Growth members only]

Australian Growth portfolio performance since inception on July 1, 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

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 portfolio performance since inception on July 1, 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (17% at 31-Dec-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 portfolio performance since inception on 1 July 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

The portfolio has a sizable allocation to gold & precious metals (17% at 30-Nov-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 portfolio performance since inception on 1 July 2018 is set out below. We expect to hold most growth stocks for 5 to 10 years.

Individual Stocks

[Content protected for Premium, Australian Growth members only]

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.