Portfolios
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.
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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Intelligent Investor Equity Income Portfolio
The aim of this selection is to provide a steady, reliable dividend income from companies with minimal risk of bankruptcy.
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.
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 | - |
| Subscriber only data | Subscriber only data | - |
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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 | - |
| Subscriber only data | Subscriber only data | - |
| Subscriber only data | Subscriber only data | - |
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