Portfolios record gains for 5th month in a row

Co-founder of the Switzer Report
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On the back of a post-election bounce and growing expectations of an interest rate cut, the Australian share market recorded a gain of 1.71% in May. This stood out from other global markets, with the lead US market falling by 6.35% (S&P 500). Our model portfolios tracked the market higher, recording gains for the fifth consecutive month.

We have made some changes to our growth portfolio, which are outlined below.

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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