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In a month where the US S&P 500 added 10.5%, the Aussie share market clawed higher in April to record a gain of just 2.2%. Our model portfolios, which are marginally overweight resources, continued to outperform.
In this article, we look at how our model portfolios have performed so far in 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.
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.
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.
Our model portfolios finished higher in the month. Year to date, the income portfolio continues to perform strongly.
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%.
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%.
Our model portfolios finished considerably higher in the month. Year-to-date, the income portfolio continues to outperform.
In a very volatile April, our model portfolios finished higher. Our income portfolio continues to outperform.
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