Switzer portfolios steady as market pulls back

Co-founder of the Switzer Report
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Ongoing trade tremors saw the Australian share market pull back from 10-year highs, to ease by 1.77% in September. Including dividends, the market lost 1.26%.

Our model portfolios largely tracked the market in September. Year-to-date, our model income portfolio, which is overweight financials and communication services, has underperformed the index by 3.8%, while our model growth portfolio has outperformed the index by 0.5%.

In our ninth review for the year, we look at how our income and growth portfolios performed in September. 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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