Our portfolios
Eureka Report has a number of regular contributors providing fundamental analysis of stocks and specialist financial instruments and products. Their financial analysis is based on a range of factors, and uses specific methodologies in conducting their fundamental research and formulating their views.
All the stocks in the models have been written about in the Share Recommendations section of the website.
Below, our contributors explain the methodologies they use in both constructing their Model Portfolios and conducting their ongoing research.
Growth First
Our "Growth First" model is a high conviction portfolio that targets medium to long term outperformance over the ASX200 index. The model will typically include small to mid-cap stocks, and is not weighted to a particular index.. This combination means we may experience higher short term volatility relative to large cap stocks and the ASX200 index.
We use a hypothetical initial amount of $100,000 and are targeting 10-20 stocks in the portfolio and will alter weightings according to our level of conviction with the stock relative to risk.
The model will focus on stock picking rather than market timing. As such we will always have at least 50 percent of the portfolio invested in the market.
Our key selection criteria include industry structure, a competitive advantage, management, strong financials and then the price we are paying for growth.
Model portfolios are only available to our subscribers.
To see our recommended mix of shares in international and Australian portfolios, subscribe today.
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Income First
Our "Income First" portfolio targets above market income from stocks while also considering the valuation, sustainability of the dividend and prospects for growth.
The way to assess the sustainability of the yield is to firstly understand the company operations at a high enough level to make assessments on its forecast growth, cash flow and capital requirements.
We can then decide what a sustainable payout ratio is, and what chances there is for future dividend growth. Finally we then consider the price we are paying for the yield and ensure that there is a discount to valuation.
Model portfolios are only available to our subscribers.
To see our recommended mix of shares in international and Australian portfolios, subscribe today.
Subscribe now to view portfolio| Stock Code | Weighting | Price |
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Listed Investment Companies
Our "Listed Investment Company" service focuses on discovering the best LIC's and a long term approach on how to invest in them. Our LIC research is a unique service that will appeal to subscribers who want to take a less active approach to the market. We’ve expanded our team to include a dedicated LICs analyst. We will be focussing on the key people behind the LICs, their performance and approach to investing.
We'll consider the premium and discount to NTA, and talk about how to adjust your investment strategy at different times in the cycle. There will be insights on new LICs, commentary on meaningful changes we see in the LIC sector, as well as our view on which are the best LICs in the market.
Model portfolios are only available to our subscribers.
To see our recommended mix of shares in international and Australian portfolios, subscribe today.
Subscribe now to view portfolio| Stock Code | Weighting | Price |
|---|---|---|
| Subscriber only data | Subscriber only data | - |
| Subscriber only data | Subscriber only data | - |
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