Are your portfolios up to date?

Hello Paul,

I recently became a subscriber to Switzer and am interested in your Growth and Income Portfolios. I note that they are the same as at 1/1/2013. Are the stocks included in both portfolios still relevant or would you suggest some changes as of current date? I have read recently that some are now overpriced and others at risk!

Thank you,

Carolyn.

A: Hi Carolyn,


Thanks for the question.


The portfolios are still broadly okay - I haven’t seen a need to materially rebalance and/or change the stock composition.


The spread between NAB and Commonwealth Bank has narrowed materially, so I would probably be more index weight around both stocks. I don’t think there is anything at risk – certainly, some of the stocks have done well and are getting a little expensive. I made some other comments to a question such as this the other week – you can read these here.



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