Intelligent Investor Equity Growth

Model Portfolio

Overview

Our Growth Model Portfolio below is an example of how you can build an investment portfolio from our Intelligent Investor stock recommendations. 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 Model is to achieve capital appreciation and dividend returns, above and beyond the performance of the All Ordinaries 'Accumulation Index'.For historical transactions with a full explanation of our Growth Model and tips on how to build a portfolio of your own see Intelligent Investor's Portfolio Report, and portfolio updates.

Allocation

Information Technology
12.78%
Financials
5.51%
Materials
6.21%
Communication Services
10.84%
Consumer Staple
5.60%
Consumer Discretionary
14.72%
Health Care
8.56%
Energy
7.60%
Industrials
12.40%
Real Estate
7.48%
Cash
8.30%
  • Allocation Breakdown

Allocation Breakdown

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