Portfolios outperform in a soft market

Co-founder of the Switzer Report
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A big slide on the final day of the month due to trade tremors saw the share market finish in the red for November. It lost 2.8% for the month, or 2.2% after dividends are taken into account.

The financials sector was one of the better performing sectors in the month, and our portfolios, which are both marginally overweight, outperformed compared to the market in November. Year-to-date, our model income portfolio has underperformed the index by 1.5% while our model growth portfolio has outperformed the index by 0.3%.

In our eleventh review, we look at how our income and growth portfolios performed in November. 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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