Portfolios rise as the ASX hits a record high

Co-founder of the Switzer Report
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With the ASX and Wall Street hitting record highs, our portfolios continued to surge in July. Record low interest rates have fuelled the demand for defensive stocks, allowing our income portfolio to return more than 22% this year.

In the seventh review for 2019, we look at how our model income and growth portfolios performed in July.

The purpose of these portfolios is to demonstrate an approach to equity portfolio construction. As the rule sets applied are of critical importance, we provide a quick recap on these. Also, it is important to note that these portfolios are designed as “long only”. They don’t allocate to “cash” and don’t represent a view about the outright direction of the market.

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