Model portfolios: Our latest quarterly report

Happy new year to all our members. We’re kicking things off with the latest quarterly report for our model portfolios.

For those not familiar with them, we established three portfolios – Conservative, Moderate and Aggressive – in late May/early June 2013. These portfolios focus on simplicity and are designed as a guide to help investors with asset allocation and the types of investments that can be used to fill out each asset class.

This latest quarterly report provides an update on performance for the quarter to 31 December 2013. We hope you find it useful.

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