Our Income First model portfolio does the business

The portfolio has seen a swell in news flow but its yield and total return are within our expectations.

Summary: The Income First model portfolio is well diversified and performing well as a whole despite poor performance from DSH. ANZ and NAB still offer an attractive dividend but the portfolio’s underweight exposure to banks is not likely to be increased. AGM season continues and these meetings can help update investors on how companies are tracking.

Key take-out: The invested portion of the Income First model portfolio is beating the All Ordinaries on a price basis. The portfolio’s total returns and yield are within our expectations.

Key beneficiaries: General investors. Category: Income.


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