Last Monday, we updated our income stock portfolio. Today, we look at our growth-oriented portfolio.
The objective of the growth-oriented portfolio is to outperform the S&P/ASX 200 market over the medium term, whilst closely tracking the index.
In calendar year 2013, the growth-oriented portfolio returned 27.55% — an outperformance of 7.35% compared to the index. In calendar year 2014, the portfolio returned 3.39% — an underperformance of 2.22%. In calendar year 2015, the portfolio returned 6.67% — an outperformance of 4.11%, while in 2016, it returned 9.82% for an underperformance of 1.98%. This takes the net outperformance to 1.50% p.a. for the past four years.