Intelligent Investor Growth Portfolio
Although capital preservation and a safe income stream are top priorities to investors, so too is capital growth. That, after all, is the reason most invest in the stockmarket in the first place.
The object of the Growth Portfolio is to achieve capital appreciation and dividend returns, above and beyond the performance of the All Ordinaries 'Accumulation Index'.
To avoid the hassle and expense of replicating this portfolio in your own trading account, why not consider investing in our Income model via the InvestSMART Diversified Portfolio SMA? For more information please call 1800 620 414 or download the Product Disclosure Statement.
Note: in line with making the Income Portfolio available for investment as a separately managed account (SMA), its value at 1 Jul 15 ($246,215, which excludes lifetime dividends received) was rebased to $20,000 to reflect the investment of our own company money in the portfolio. The weights of the individual stock holdings and cash at that date were kept the same. Historical balances were also adjusted accordingly. Performance below is shown before management expenses.
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Portfolio Update
Intelligent Investor Growth Portfolio as at 21 December 2016.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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Portfolio Update
Intelligent Investor Growth Portfolio as at 14 December 2016. -
Portfolio Update
Intelligent Investor Growth Portfolio as at 7 December 2016. -
Portfolio Update
Intelligent Investor Growth Portfolio as at 30 November 2016. -
Portfolio Update
Intelligent Investor Growth Portfolio as at 23 November 2016. -
Portfolio Update
Intelligent Investor Growth Portfolio as at 16 November 2016. -
Portfolio Update
Intelligent Investor Growth Portfolio as at 9 November 2016.
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