Intelligent Investor Ethical

Model Portfolio
Overview

The Ethical Model Portfolio is a concentrated portfolio of 10 - 35 Australian-listed stocks. The Portfolio invests in a mix of large, mid and small cap stocks, focusing on highly profitable industry leaders that have long-term opportunities to reinvest profits at high rates of return. As contrarian value investors, producing safe and attractive returns in the stock market means sticking to a disciplined and repeatable process. We do this by patiently waiting for overreactions in share prices, so we can buy at a large discount to our estimate of intrinsic value.

Allocation

Information Technology
17.65%
Consumer Staple
1.80%
Communication Services
13.77%
Financials
7.24%
Consumer Discretionary
3.56%
Industrials
16.14%
Health Care
7.43%
Real Estate
4.39%
Cash
28.03%
  • Allocation Breakdown

Allocation Breakdown

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