Growth portfolio adds 4.7% in October

Co-founder of the Switzer Super Report
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Our growth portfolio added 4.7% in October. This came as a resurgent local sharemarket outperformed the US markets for the first time in several months, with the S&P/ASX 200 adding 4% in the month. Year-to-date, the overall market return (with dividends included) is 8.0%.

Our model portfolios, which have a preponderance of major cap (top 20) stocks, had positive returns. The growth portfolio outperformed the index and reduced its gap to the benchmark to 0.65%, while the income portfolio lagged the index, with the gap widening to 3.35%.

This is our tenth monthly portfolio review.

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