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]

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.

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 (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.

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 (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.

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 Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (17% at 31-Aug-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.

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 Australian Growth, Premium members only]

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

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 Australian Growth, Premium members only]

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

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 Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (21% at 31-May-2021).  We expect rising inflation 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.

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 Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (19% at 30-Apr-2021).  We expect rising inflation 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.
• 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 Australian Growth, Premium members only]

The portfolio has a sizable allocation to gold & precious metals (17% at 31-Mar-2021).  We expect rising inflation 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.
• 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 Australian Growth, Premium members only]

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.
• Not all stocks have equal weighting nor held for the full period.
• Past performance is not a guarantee of future performance.