This is a monthly update of our ASX Growth portfolio.
The ASX Growth Portfolio is a 14-stock portfolio. The investment objective for this portfolio is to achieve returns through capital appreciation rather than income. The portfolio is a combination of two systematic portfolios that have been used by our investors over 5 years – ASX Value and ASX Momentum. The monthly return table at the bottom of the page shows the performance of the portfolio since inception.
For historical trade updates please click here.
Rolling Returns
Performance Chart
Monthly Returns
Important notice:
Quantities and calculations in this post use the Rivkin Model and might differ from yours. This post does not constitute an invitation to buy or sell any securities. Before conducting any transaction, make sure you fully understand the terms of the product and the relevant risk factors involved. You can seek professional advice to determine the appropriateness and cost of any transaction from the broker you use.
As the ASX Growth Portfolio launched in December 2020, returns prior to this are calculated from an equal weight combination of the ASX momentum & value portfolios to provide members with an approximation of performance prior to the start date.
To learn more about how we calculate performance click here.
