Model Portfolios

I subscribe to the Switzer report for my SMSF and use the model portfolios as a guide to portfolio construction. Do the model portfolios continue to be monitored and do they reflect the make-up of the listed Switzer Dividend Growth fund?

 

A: Yes, the portfolios are monitored. I report each month – the July report will be in today’s Switzer Super Report.

They are not the same as the Switzer Dividend Growth Fund. The former are a model with particular and finite assumptions – the fund is an actively managed portfolio.

Regards


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