Our model portfolios

Co-founder of the Switzer Report
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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 30 April has returned 11.08% and the growth oriented portfolio has returned  7.18% (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 underperformed by 0.70%.

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%. After 4 months, it has delivered 1.37%, franked at 83%.

In April, the income portfolio returned 1.86%, underperforming the benchmark by 1.61%.

The income biased portfolio per $100,000 invested (using prices as at the close of business on 30 April 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 April 2021. the growth portfolio returned 2.10%, underperforming the benchmark index by 1.27%.

Our growth oriented portfolio per $100,000 invested (using prices as at the close of business on 30 April 2021) is as follows:

Read these updates:

  1. February portfolio update, March 2021
  2. January portfolio update, February 2021
  3. Our portfolios for 2021, January 2021
  4. December portfolio update, 11 January 2021
  5. November portfolio update, 05 December 2020
  6. October portfolio update, 02 November 2020
  7. September portfolio update, 05 October 2020
  8. Our August portfolio review, 7 September 2020
  9. Our July portfolio review, 3 August 2020
  10. Our June portfolio review, 6 July 2020
  11. Our May portfolio review, 1 June 2020
  12. Our April portfolio review, 4 May 2020
  13. Portfolios get walloped but track to index, 6 April 2020
  14. Portfolios hit by Coronavirus, 2 March 2020
  15. Portfolios start the year with a bang, 3 February 2020
  16. Our portfolios for 2020, 13 January 2020
  17. Portfolio returns up despite Westpac woes, 2 December 2019
  18. A surge in CSL sends our growth portfolio higher, 4 November 2019
  19. Portfolios surge as ASX heads towards best year since 2009, 3 October 2019
  20. Portfolios ease as the ASX hits trade war turbulence, 2 September 2019
  21. Portfolios rise as the ASX hits a record high, 5 August 2019
  22. Income portfolio up almost 20%, 1 July 2019
  23. Portfolios record gains for 5th month in a row, 3 June 2019
  24. Portfolios return 13% in strong start to year, 6 May 2019
  25. Strong first quarter for Switzer portfolios, 1 April 2019
  26. Portfolios up 10% after two months, 4 March 2019
  27. Our portfolios start 2019 with solid gains, 4 February 2019
  28. Here are our portfolios for 2019, 14 January 2019
  29. Portfolios hold their ground in December, 7 January 2019
  30. Portfolios outperform in a soft market, 3 December 2018
  31. Portfolios follow market lower in October, 5 November 2018
  32. Switzer portfolios steady as market pulls back, 4 October 2018
  33. Our portfolios gain as reporting season pushes market higher, 3 September 2018
  34. Portfolios outperform as market adds 1.4% in July, 6 August 2018
  35. Market finishes on a high in June, 2 July 2018
  36. Growth sectors lead market higher in May, 4 June 2018
  37. Market surges in April, 7 May, 2018
  38. Trade fears put pressure on portfolios, 5 April, 2018
  39. Reporting season sees portfolios finish flat, 5 March, 2018
  40. Portfolios start the year with small gains, 5 February, 2018
  41. Our portfolios for 2018, 15 January, 2018
  42. Growth portfolio adds 4.7% in October, 6 November, 2017
  43. Portfolios underwhelm in September , 5 October, 2017
  44. Reporting season blues in August , 4 September, 2017
  45. Portfolios post modest gains in July, 7 August, 2017
  46. Positive returns for first half of 2017 , 3 July, 2017
  47. Aussie market weaker in May , 5 June, 2017
  48. Portfolios up in April, 1 May 2017
  49. Portfolios add 3% in March, 3 April, 2017
  50. Portfolios track market higher in February , 6 March, 2017
  51. Portfolios marginally weaker in January , 6 February, 2017
  52. Our growth-oriented stock portfolio for 2017 , 19 January, 2017
  53. Our high-income stock portfolio for 2017 , 16 January, 2017
  54. Portfolios power ahead in December, 12 January, 2017
  55. Portfolios outperform in November, 5 December, 2016
  56. Portfolios outperform in October, 07 November, 2016
  57. Portfolios move higher in September, 10 October, 2016
  58. Portfolios hold gains in August, 5 September, 2016
  59. Portfolios surge in July, 1 August, 2016
  60. Income portfolio performs strongly in June, 4 July 2016
  61. Porftolios in the black after strong May, 6 June 2o16
  62. Income portfolio makes strong gains in April, 2 May, 2016
  63. Income portfolio surges in March, 4 April, 2016
  64. Portfolios keep pace in tough market, 7 March, 2016
  65. Portfolios outperform in January, 1 February, 2016
  66. Our growth-oriented stock portfolio, 18 January, 2016
  67. Our high-income stock portfolio for 2016, 14 January 2016
  68. Portfolios outperform in tough year, 11 January, 2016
  69. Portfolios outperform in flat market, 3 December, 2015
  70. Portfolios lower but still outperform market, 6 October, 2015
  71. Portfolios track market lower in August but still beat index, 7 September, 2015
  72. A great start to the financial year – portfolios power ahead in July, 3 August, 2015
  73. Red ink in June, but portfolios maintain outperformance, 6 July, 2015
  74. Small gains in May, 1 June, 2015
  75. Banks drag portfolio lower in April but still ahead of market, 4 May, 2015
  76. Portfolios outperform in March, 7 April, 2015
  77. Portfolios surge in February, 3 March, 2015
  78. Portfolios enjoy a strong January, 2 February, 2015
  79. Our growth-oriented stock portolio, 19 January, 2015
  80. Our high-income stock portfolio for 2015, 12 January, 2015
  81. Portfolios finish in the black – income portfolio outperforms, 5 January, 2015
  82. Oil price plunge sends portfolios lower in November, 1 December 2014
  83. Portfolios recover ground in October – banks lead the market higher, 3 November 2014
  84. SSR portfolio update – “dollar” stocks make ground, 7 October 2014
  85. Market on a high – portfolios finish up in August, 1 September 2014
  86. Market on a high in July, 4 August 2014
  87. Portfolios struggle in June, 7 July 2014
  88. SSR portfolio update – income outperforms, 2 June 2014
  89. SSR April Portfolio review, 5 May 2014
  90. SSR Portfolio review for March, 7 April 2014
  91. The Switzer Super Report portfolios in February, 3 March 2014
  92. Our growth-oriented stock portfolio review, 20 January 2014
  93. Our high-income stock portfolio for 2014, 13 January 2014
  94. Portfolios end year on a high, 6 January 2013
  95. Portfolios hold ground in November, 2 December 2013
  96. Portfolio’s rocket ahead – up by over 24%, 4 November 2013
  97. Switzer portfolios outperform again, 3 October 2013
  98. Switzer portfolios continue to outperform, 2 September 2013
  99. As BHP and RIO bounce back, SSR portfolios outperform, 5 August 2013
  100. Switzer portfolios outshine in June, 1 July 2013
  101. A wild ride in May, but portfolios continue to outperform, 3 June 2013
  102. Switzer portfolios up by 14.6% and 17.7%, 2 May 2013
  103. Our portfolios march ahead nicely, 4 March 2013
  104. Our higher income stock portfolio for 2013, 7 January 2013
  105. Our high-income portfolio, 19 December 2012
  106. A year on: our high-income portfolio outperforms! 17 December, 2012
  107. Our high-income portfolio continues to perform, 29 October, 2012
  108. Our high-income portfolio is up! Time to rebalance, 3 September 2012
  109. Our high-income portfolio – fourth review, 2 July 2012
  110. Our high-income portfolio – third review, 28 May 2012
  111. Our high-income portfolio – the second review, 12 March 2012
  112. 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.

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