Portfolios outperform in flat market

Co-founder of the Switzer Report
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Although the Australian sharemarket lost 0.7% in November, both portfolios outperformed relative to the benchmark accumulation index. Gains in healthcare and financial stocks made up for the continuing weakness in resource stocks, with BHP alone down 21.5% in the month.

The income portfolio has marginally underperformed the index by 0.3%, while the growth portfolio has outperformed the index by 3.6%.

The purpose of the income and growth oriented portfolios is to demonstrate an approach to portfolio construction.

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