The Switzer Report has two model portfolios designed by Paul Rickard - one for income and one for growth.
A big slide on the final day of the month due to trade tremors saw the share market finish in the red for November. It lost 2.8% for the month, or 2.2% after dividends are taken into account.
The financials sector was one of the better performing sectors in the month, and our portfolios, which are both marginally overweight, outperformed compared to the market in November. Year-to-date, our model income portfolio has underperformed the index by 1.5% while our model growth portfolio has outperformed the index by 0.3%.
- Stock investors need-to-know list
- SSR portfolio update – income outperforms
- Shortlisted – NAB and Western Areas
- Buy, Sell, Hold – what the brokers say
- Big bears turn bull
- Market bobs back up