Portfolios hold their ground in December

Co-founder of the Switzer Super Report
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2018 has been a disappointing year for investors with the market (as measured by the benchmark S&P/ASX 200) posting an overall loss after dividends of 2.84%. On a relative basis, our model income portfolio underperformed the index by 1.1%, while our growth-oriented portfolio matched the index.

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.

This is our final Report on 2018. Next week, we will publish our 2019 portfolios, which while based of the 2018 portfolios, will be re-balanced and incorporate some further changes.

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