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:
- January portfolio update, 04 February 2021
- Our portfolios for 2021, 18 January 2021
- December portfolio update, 11 January 2021
- November portfolio update, 05 December 2020
- October portfolio update, 02 November 2020
- September portfolio update, 05 October 2020
- Our August portfolio review, 7 September 2020
- Our July portfolio review, 3 August 2020
- Our June portfolio review, 6 July 2020
- Our May portfolio review, 1 June 2020
- Our April portfolio review, 4 May 2020
- Portfolios get walloped but track to index, 6 April 2020
- Portfolios hit by Coronavirus, 2 March 2020
- Portfolios start the year with a bang, 3 February 2020
- Our portfolios for 2020, 13 January 2020
- Portfolio returns up despite Westpac woes, 2 December 2019
- A surge in CSL sends our growth portfolio higher, 4 November 2019
- Portfolios surge as ASX heads towards best year since 2009, 3 October 2019
- Portfolios ease as the ASX hits trade war turbulence, 2 September 2019
- Portfolios rise as the ASX hits a record high, 5 August 2019
- Income portfolio up almost 20%, 1 July 2019
- Portfolios record gains for 5th month in a row, 3 June 2019
- Portfolios return 13% in strong start to year, 6 May 2019
- Strong first quarter for Switzer portfolios, 1 April 2019
- Portfolios up 10% after two months, 4 March 2019
- Our portfolios start 2019 with solid gains, 4 February 2019
- Here are our portfolios for 2019, 14 January 2019
- Portfolios hold their ground in December, 7 January 2019
- Portfolios outperform in a soft market, 3 December 2018
- Portfolios follow market lower in October, 5 November 2018
- Switzer portfolios steady as market pulls back, 4 October 2018
- Our portfolios gain as reporting season pushes market higher, 3 September 2018
- Portfolios outperform as market adds 1.4% in July, 6 August 2018
- Market finishes on a high in June, 2 July 2018
- Growth sectors lead market higher in May, 4 June 2018
- Market surges in April, 7 May, 2018
- Trade fears put pressure on portfolios, 5 April, 2018
- Reporting season sees portfolios finish flat, 5 March, 2018
- Portfolios start the year with small gains, 5 February, 2018
- Our portfolios for 2018, 15 January, 2018
- Growth portfolio adds 4.7% in October, 6 November, 2017
- Portfolios underwhelm in September , 5 October, 2017
- Reporting season blues in August , 4 September, 2017
- Portfolios post modest gains in July, 7 August, 2017
- Positive returns for first half of 2017 , 3 July, 2017
- Aussie market weaker in May , 5 June, 2017
- Portfolios up in April, 1 May 2017
- Portfolios add 3% in March, 3 April, 2017
- Portfolios track market higher in February , 6 March, 2017
- Portfolios marginally weaker in January , 6 February, 2017
- Our growth-oriented stock portfolio for 2017 , 19 January, 2017
- Our high-income stock portfolio for 2017 , 16 January, 2017
- Portfolios power ahead in December, 12 January, 2017
- Portfolios outperform in November, 5 December, 2016
- Portfolios outperform in October, 07 November, 2016
- Portfolios move higher in September, 10 October, 2016
- Portfolios hold gains in August, 5 September, 2016
- Portfolios surge in July, 1 August, 2016
- Income portfolio performs strongly in June, 4 July 2016
- Porftolios in the black after strong May, 6 June 2o16
- Income portfolio makes strong gains in April, 2 May, 2016
- Income portfolio surges in March, 4 April, 2016
- Portfolios keep pace in tough market, 7 March, 2016
- Portfolios outperform in January, 1 February, 2016
- Our growth-oriented stock portfolio, 18 January, 2016
- Our high-income stock portfolio for 2016, 14 January 2016
- Portfolios outperform in tough year, 11 January, 2016
- Portfolios outperform in flat market, 3 December, 2015
- Portfolios lower but still outperform market, 6 October, 2015
- Portfolios track market lower in August but still beat index, 7 September, 2015
- A great start to the financial year – portfolios power ahead in July, 3 August, 2015
- Red ink in June, but portfolios maintain outperformance, 6 July, 2015
- Small gains in May, 1 June, 2015
- Banks drag portfolio lower in April but still ahead of market, 4 May, 2015
- Portfolios outperform in March, 7 April, 2015
- Portfolios surge in February, 3 March, 2015
- Portfolios enjoy a strong January, 2 February, 2015
- Our growth-oriented stock portolio, 19 January, 2015
- Our high-income stock portfolio for 2015, 12 January, 2015
- Portfolios finish in the black – income portfolio outperforms, 5 January, 2015
- Oil price plunge sends portfolios lower in November, 1 December 2014
- Portfolios recover ground in October – banks lead the market higher, 3 November 2014
- SSR portfolio update – “dollar” stocks make ground, 7 October 2014
- Market on a high – portfolios finish up in August, 1 September 2014
- Market on a high in July, 4 August 2014
- Portfolios struggle in June, 7 July 2014
- SSR portfolio update – income outperforms, 2 June 2014
- SSR April Portfolio review, 5 May 2014
- SSR Portfolio review for March, 7 April 2014
- The Switzer Super Report portfolios in February, 3 March 2014
- Our growth-oriented stock portfolio review, 20 January 2014
- Our high-income stock portfolio for 2014, 13 January 2014
- Portfolios end year on a high, 6 January 2013
- Portfolios hold ground in November, 2 December 2013
- Portfolio’s rocket ahead – up by over 24%, 4 November 2013
- Switzer portfolios outperform again, 3 October 2013
- Switzer portfolios continue to outperform, 2 September 2013
- As BHP and RIO bounce back, SSR portfolios outperform, 5 August 2013
- Switzer portfolios outshine in June, 1 July 2013
- A wild ride in May, but portfolios continue to outperform, 3 June 2013
- Switzer portfolios up by 14.6% and 17.7%, 2 May 2013
- Our portfolios march ahead nicely, 4 March 2013
- Our higher income stock portfolio for 2013, 7 January 2013
- Our high-income portfolio, 19 December 2012
- A year on: our high-income portfolio outperforms! 17 December, 2012
- Our high-income portfolio continues to perform, 29 October, 2012
- Our high-income portfolio is up! Time to rebalance, 3 September 2012
- Our high-income portfolio – fourth review, 2 July 2012
- Our high-income portfolio – third review, 28 May 2012
- Our high-income portfolio – the second review, 12 March 2012
- 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.