Our model portfolios

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The Switzer Report has two model portfolios designed by Paul Rickard - one for income and one for growth.

Buoyed by a resurgent Wall Street, the Australian share market followed suit to post a gain of 3.9% in January.

Despite being marginally overweight the major banks, our model portfolios delivered solid gains to largely match the performance of the benchmark index. In our first review for the year, we look at how our income and growth portfolios performed in January. The purpose of these portfolios is to demonstrate an approach to portfolio construction. As the rule sets applied are of critical importance, we provide a quick recap on these.

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