Portfolios update – July 15

Despite a poor quarter for both portfolios, their long term record still outperforms the ASX Accumulation Index.

Our last quarterly update noted the difficulty in finding Buy ideas, with only 13 stocks on our Buy list at the time. Since then, the ASX Ordinaries Accumulation Index has fallen 6.2% and we’re starting to see more stocks at prices which make them good value.


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