The objectives, methodology, construction rules and underlying economic assumptions for our model portfolios can be referenced here: (see: https://switzersuperreport.com.au/our-portfolios-for-2021/ )

These are long-only model portfolios, and as such, they are assumed to be fully invested at all times. They are not “actively managed”, although adjustments are made from time to time.

Performance in calendar year 2021

The income portfolio to 26 February has returned 4.97% and the growth oriented portfolio has returned  1.98% (see tables at the end). Compared to the benchmark S&P/ASX 200 Accumulation Index (which adds back income from dividends), the income portfolio has outperformed by 3.20% and the growth portfolio has outperformed by 0.21%.

Income Portfolio

The objective of the income portfolio is to deliver tax advantaged income whilst broadly tracking the S&P/ASX 200.

The income portfolio is forecast to deliver an income return of 4.04% (based on its opening value at the start of the year), franked to 77%.

In February, the income portfolio returned 2.46%, outperforming the benchmark by 0.98%.

The income biased portfolio per $100,000 invested (using prices as at the close of business on 26 February 2021) is as follows:

Growth Portfolio

The objective of the growth portfolio is to outperform the S&P/ASX 200 market over the medium term, whilst closely tracking the index.

In February 2021. the growth portfolio returned  1.15%, under-performing the benchmark index by 0.30%.

Our growth oriented portfolio per $100,000 invested (using prices as at the close of business on 26 February 2021) is as follows:

Read these updates:

1. January portfolio update, 04 February 2021
2. Our portfolios for 2021, 18 January 2021
3. December portfolio update, 11 January 2021
4. November portfolio update, 05 December 2020
5. October portfolio update, 02 November 2020
6. September portfolio update, 05 October 2020
7. Our August portfolio review, 7 September 2020
8. Our July portfolio review, 3 August 2020
9. Our June portfolio review, 6 July 2020
10. Our May portfolio review, 1 June 2020
11. Our April portfolio review, 4 May 2020
12. Portfolios get walloped but track to index, 6 April 2020
13. Portfolios hit by Coronavirus, 2 March 2020
14. Portfolios start the year with a bang, 3 February 2020
15. Our portfolios for 2020, 13 January 2020
16. Portfolio returns up despite Westpac woes, 2 December 2019
17. A surge in CSL sends our growth portfolio higher, 4 November 2019
18. Portfolios surge as ASX heads towards best year since 2009, 3 October 2019
19. Portfolios ease as the ASX hits trade war turbulence, 2 September 2019
20. Portfolios rise as the ASX hits a record high, 5 August 2019
21. Income portfolio up almost 20%, 1 July 2019
22. Portfolios record gains for 5th month in a row, 3 June 2019
23. Portfolios return 13% in strong start to year, 6 May 2019
24. Strong first quarter for Switzer portfolios, 1 April 2019
25. Portfolios up 10% after two months, 4 March 2019
26. Our portfolios start 2019 with solid gains, 4 February 2019
27. Here are our portfolios for 2019, 14 January 2019
28. Portfolios hold their ground in December, 7 January 2019
29. Portfolios outperform in a soft market, 3 December 2018
30. Portfolios follow market lower in October, 5 November 2018
31. Switzer portfolios steady as market pulls back, 4 October 2018
32. Our portfolios gain as reporting season pushes market higher, 3 September 2018
33. Portfolios outperform as market adds 1.4% in July, 6 August 2018
34. Market finishes on a high in June, 2 July 2018
35. Growth sectors lead market higher in May, 4 June 2018
36. Market surges in April, 7 May, 2018
37. Trade fears put pressure on portfolios, 5 April, 2018
38. Reporting season sees portfolios finish flat, 5 March, 2018
39. Portfolios start the year with small gains, 5 February, 2018
40. Our portfolios for 2018, 15 January, 2018
41. Growth portfolio adds 4.7% in October, 6 November, 2017
42. Portfolios underwhelm in September , 5 October, 2017
43. Reporting season blues in August , 4 September, 2017
44. Portfolios post modest gains in July, 7 August, 2017
45. Positive returns for first half of 2017 , 3 July, 2017
46. Aussie market weaker in May , 5 June, 2017
47. Portfolios up in April, 1 May 2017
48. Portfolios add 3% in March, 3 April, 2017
49. Portfolios track market higher in February , 6 March, 2017
50. Portfolios marginally weaker in January , 6 February, 2017
51. Our growth-oriented stock portfolio for 2017 , 19 January, 2017
52. Our high-income stock portfolio for 2017 , 16 January, 2017
53. Portfolios power ahead in December, 12 January, 2017
54. Portfolios outperform in November, 5 December, 2016
55. Portfolios outperform in October, 07 November, 2016
56. Portfolios move higher in September, 10 October, 2016
57. Portfolios hold gains in August, 5 September, 2016
58. Portfolios surge in July, 1 August, 2016
59. Income portfolio performs strongly in June, 4 July 2016
60. Porftolios in the black after strong May, 6 June 2o16
61. Income portfolio makes strong gains in April, 2 May, 2016
62. Income portfolio surges in March, 4 April, 2016
63. Portfolios keep pace in tough market, 7 March, 2016
64. Portfolios outperform in January, 1 February, 2016
65. Our growth-oriented stock portfolio, 18 January, 2016
66. Our high-income stock portfolio for 2016, 14 January 2016
67. Portfolios outperform in tough year, 11 January, 2016
68. Portfolios outperform in flat market, 3 December, 2015
69. Portfolios lower but still outperform market, 6 October, 2015
70. Portfolios track market lower in August but still beat index, 7 September, 2015
71. A great start to the financial year – portfolios power ahead in July, 3 August, 2015
72. Red ink in June, but portfolios maintain outperformance, 6 July, 2015
73. Small gains in May, 1 June, 2015
74. Banks drag portfolio lower in April but still ahead of market, 4 May, 2015
75. Portfolios outperform in March, 7 April, 2015
76. Portfolios surge in February, 3 March, 2015
77. Portfolios enjoy a strong January, 2 February, 2015
78. Our growth-oriented stock portolio, 19 January, 2015
79. Our high-income stock portfolio for 2015, 12 January, 2015
80. Portfolios finish in the black – income portfolio outperforms, 5 January, 2015
81. Oil price plunge sends portfolios lower in November, 1 December 2014
82. Portfolios recover ground in October – banks lead the market higher, 3 November 2014
83. SSR portfolio update – “dollar” stocks make ground, 7 October 2014
84. Market on a high – portfolios finish up in August, 1 September 2014
85. Market on a high in July, 4 August 2014
86. Portfolios struggle in June, 7 July 2014
87. SSR portfolio update – income outperforms, 2 June 2014
88. SSR April Portfolio review, 5 May 2014
89. SSR Portfolio review for March, 7 April 2014
90. The Switzer Super Report portfolios in February, 3 March 2014
91. Our growth-oriented stock portfolio review, 20 January 2014
92. Our high-income stock portfolio for 2014, 13 January 2014
93. Portfolios end year on a high, 6 January 2013
94. Portfolios hold ground in November, 2 December 2013
95. Portfolio’s rocket ahead – up by over 24%, 4 November 2013
96. Switzer portfolios outperform again, 3 October 2013
97. Switzer portfolios continue to outperform, 2 September 2013
98. As BHP and RIO bounce back, SSR portfolios outperform, 5 August 2013
99. Switzer portfolios outshine in June, 1 July 2013
100. A wild ride in May, but portfolios continue to outperform, 3 June 2013
101. Switzer portfolios up by 14.6% and 17.7%, 2 May 2013
102. Our portfolios march ahead nicely, 4 March 2013
103. Our higher income stock portfolio for 2013, 7 January 2013
104. Our high-income portfolio, 19 December 2012
105. A year on: our high-income portfolio outperforms! 17 December, 2012
106. Our high-income portfolio continues to perform, 29 October, 2012
107. Our high-income portfolio is up! Time to rebalance, 3 September 2012
108. Our high-income portfolio – fourth review, 2 July 2012
109. Our high-income portfolio – third review, 28 May 2012
110. Our high-income portfolio – the second review, 12 March 2012
111. Our high-income portfolio – the first review, 23 January 2012

Important information: This content has been prepared without taking account of the objectives, financial situation or needs of any particular individual. It does not constitute formal advice. For this reason, any individual should, before acting, consider the appropriateness of the information, having regard to the individual’s objectives, financial situation and needs and, if necessary, seek appropriate professional advice.