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.

The purpose of these portfolios is to demonstrate an approach to equity portfolio construction. As the rule sets applied are of critical importance, we provide a quick recap on these. Also, it is important to note that these portfolios are designed as “long only”. They don’t allocate to “cash” and don’t represent a view about the outright direction of the market.

The Australian share market surged in January, buoyed by Wall Street hitting new highs and the impact of  low interest rates driving investor demand. Despite concerns over the Coronavirus, the market added a very healthy 5%.

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