Premium
Featured
Portfolios outperform as resources surge
In this article, we look at how our model portfolios have performed so far in 2026.
Premium
Investing
Our portfolios for 2026
We’ve made some changes to our income and growth portfolios for 2026 to consider the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.
Premium
Investing
Portfolios outperform as ASX falls by 3% in November
Let’s take a look at how our model portfolios have performed so far in 2025. We’ll start by examining how the overall market has fared.
Premium
Investing
Our Switzer Report portfolios edge higher in October
Our model portfolios finished higher in the month. Year-to-date, our income portfolio continues to perform strongly. Let’s look at how they’ve performed so far this year.
Premium
Model Portfolios
Five months’ of gains for our portfolios
Our model portfolios finished higher in the month. Year to date, the income portfolio continues to perform strongly.
Premium
Investing
Our model portfolios outperformed in July for a fourth-consecutive month of gains
Following the lead of the USA, the Australian share market recorded its fourth consecutive month of gains in July. All sectors, with the exception of financials, finished in the “green”. Year to date, the market is up 7.2% and with dividends included, 9.0%.
Premium
Investing
Portfolios rally in June as market continues to recover from ‘Liberation Day’
The Australian share market moved higher in June as memories of “Liberation Day” receded. Most sectors finished in the “green”, with financials (and in particular CBA) starring. Year to date, the market is up 4.7% and with dividends included, 6.4%.
Premium
Investing
Portfolios higher as market surges
Our model portfolios finished considerably higher in the month. Year-to-date, the income portfolio continues to outperform.
Premium
Investing
Portfolios bounce higher in very volatile April
In a very volatile April, our model portfolios finished higher. Our income portfolio continues to outperform.
Premium
Investing
Income portfolio outperforms as market heads south in March
Our model portfolios were lower in March, although the income portfolio outperformed in a relative sense as defensive stocks held up well.