SSR portfolio update – income outperforms

Co-founder of the Switzer Report
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A grinding market in May saw most sectors on the ASX put on small gains. Overall, the market added just 0.06%, or 0.68% on a total return basis when dividends are included. Holding the market back in May was the materials sector, in particular, the iron ore stocks.

Overall, the market is up 2.62% this calendar year, or 4.60% when dividends are included.

Reflecting these broader sector movements, our high-income portfolio has outperformed the market by 1.7%, while our growth-oriented portfolio has underperformed by 1.9%. In this our fifth review for the year, we look at their performance in May and detail some changes to our growth portfolio.

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