Our Portfolio

Our Model Portfolio started life on 31st March 2009.

The reason behind the portfolio was to give investors a feel for how we would invest a lump sum and to give them some indication of what level of return we can achieve.

The initial amount to be invested was NZ$ 1m. This was split 50:50 between bonds and equities. To keep it honest, there is only one buying/selling time each month - and assets must be bought or sold at the closing price at the end of the month.

In 2016 we gradually moved to a 100% equity portfolio.

We will report, both here and in the Newsletter, on how the invested funds are doing and what have been the top performers in the portfolio.

See side bar "Performance by stock/bond" to download a spreadsheet which shows the performance of the individual components of the model portfolio since its inception.

Oct 2018 Report

At the end of Sept 2018, our Model Portfolio stood at NZ$2.52m, another all time record. We recently sold long term holdings Oracle (profit of 56% excluding dividends) and Aetna (profit of 75% excluding dividends. We also added a number of new stocks which we feel that the market is undervaluing and we hope to get good performance from in the latter stages of this bull market. 


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