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Growth Model Portfolio

Typically, suitable for Mid-Term to Long-Term (upto 2 years) time horizon

Price: AUD 3,000/Year

Risk Appetite

Medium-to-high

Introduction to Model Portfolios

Kalkine identifies ‘Model Portfolios’ to be an opportunity area for different types of audiences as general advice only. The Model Portfolio refers to a hypothetical investment tool for selecting a suite of stocks (typically 10-15) based on low, medium, and or high-risk tolerance levels and holding tenure expectations of the target audience.

  • Model Portfolios are pre-built or ready-made portfolios of selected stocks that are reviewed on a regular basis based on specific pre-determined quantitative parameters.

  • The different types of portfolios are constructed taking into consideration the varied return and risk profiles of target audiences and the holding tenure expectations (short-term, mid-term, and or long-term).

Invested Amount

AUD 10,000

21-12-2022

Current Value

AUD 13,717

09-04-2024

Risk Appetite

Medium-to-high

Stocks Selection From

ASX All-Ordinaries Index

Growth Model Portfolio

Details of stocks comprising the model portfolio

Code Company Name Entry Date Closing Price (AUD)

(As per Entry Date)

 Current Portfolio Weights
 Amount Invested (AUD)
NSR

National Storage Reit

 21-12-2022 2.37 10.00 % 1,000
CMM

Capricorn Metals Ltd

 21-12-2022 4.78 10.00 % 1,000
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XXX XXXX XXXXXXX

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Portfolio Value 10,000
Code Company Name Closing Price (AUD)

(As on 09-04-2024)

 Portfolio Value (AUD)

(As on 09-04-2024)
NSR

National Storage Reit

 2.34 985
CMM

Capricorn Metals Ltd

 5.38 1,126
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX
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 XX-XX-XXXX X.XX
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Portfolio Value 13,717

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Code Company Name Amount Invested (AUD)

(As per Entry Date)

 Portfolio Value (AUD)

(Past Performance - 6 months ago)

 Portfolio Value (AUD)

(Past Performance - 1 year ago)

 Portfolio Value (AUD)

(Past Performance - 2 year ago)
NSR

National Storage Reit

 1,000 983 983 1,122
CMM

Capricorn Metals Ltd

 1,000 988 988 950
XXX

XXX XXXX XXXXXXX

 XX-XX-XXXX X.XX XXXX.XX XX.XX %
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 XX-XX-XXXX X.XX XXXX.XX XX.XX %
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Portfolio Value 10,000 9,965 9,965 10,980

Growth Model Portfolio

Financial equities markets, around the world, are temples of capital allocation since the rise of industrial revolution. The success of an individual in the equity markets primarily depends on how effectively the portfolio is constructed. Kalkine identifies ‘Growth Model Portfolios’ to be an opportunity area for growth-oriented audiences as a general advice only.

Growth Model Portfolios are pre-built or ready-made portfolios of selected stocks that are reviewed on a regular basis based on specific pre-determined quantitative parameters.

  • What you get?

    Exposure to a diversified pool of small, mid, and large capitalization stocks.

  • Asset Type

    Listed-Equities on ASX Stock Exchange.

  • Objective

    The goal is to identify growth stocks which may become leaders or game changers in times to come.

  • Strategy

    Buy and Hold stocks for a period of up to 2 years with mid to high risk and consistent performance.

  • Stock Selection Approach

    This model portfolio is constructed based on the goal of an aggressive growth-oriented portfolio, taking long-term predicted risk adjusted returns into considerationacross sectors such as new age businesses, fintech, new and renewable energy to name a few. The inclusion of the stocks is driven by criteria such as strong fundamentals (revenue growth and EBITDA margins), high reinvestment rate (typically, lower focus on dividend returns), favorable valuation metrics (P/E, EV/EBITDA ratios etc.) and lower leverage ratios.

  • Target Audiences

    Individual with mid-term to long-term (up to 2 years) with medium-to-high risk appetite.

Methodology

Tactical Growth oriented sector allocation

(Green energy stocks, new age tech stocks, Ecommerce and other potential growth sectors)

Selection Universe

ASX listed stocks covering broad range of market capitalisation (Blue chip, Mid cap, and Small Cap)

Stock Screening*

Financial Metrics

(Revenue Growth, PAT Growth, and ROE Growth)

Leverage metric

(Debt/Equity)

Valuation Metrics

(P/E Ratio, EV/EBITDA)

Periodic Portfolio Monitoring

(News, Corporate Events, Macro-economic changes etc.)

Periodic Portfolio Rebalancing

(For any change in sector allocation)

Source: Kalkine Group

*For stock selection, a set of quantitative criteria have been defined and measured. For instance, on stock screening front – fundamental metrics such as Revenue, Profit After Tax (PAT), Debt to Equity ratio (leverage), and Return on Equity (ROE) Growth is looked at over (Y-o-Y) and last 2 year.

Guidelines

10 stocks from a diversified pool of small, mid, and large capitalization.

User Profile

The Growth Portfolio is appropriate for an individual with a medium-to-high risk appetite and a time horizon of upto 2 years. Market volatility over long period of time may impact returns in short duration.

Typical Target Audiences for this portfolio may include Individuals having a medium to high risk-taking appetite, who may not be looking for regular income.

Portfolio Monitoring

Periodic depending on the news, events, macro changes, and geopolitical impacts.

At a Glance

Benchmark Index

ASX-All Ordinaries Index

Last Rebalance

N/A

Rebalance Frequency

As per the company specific event

Next Rebalance

Tentative (10-03-2025)

Illustrative Portfolio Performance Update

The table below shows the Growth model portfolio’s cumulative performance starting from its inception i.e., as of 02-12-2020 until 02-12-022. The Growth Model Portfolio is compared against ASX all-ordinaries Index as a Benchmark Index for Performance Monitoring. The portfolio performance has been calculated based on % the average returns generated by all the stocks in the portfolio by comparing the value of hypothetic exposure (Initial Investment of AUD 10,000) as on 02-12-2022, with the value of the initial investment as of 02-12-2020.

For instance, hypothetically a fixed amount of AUD 10,000 has been considered as invested over a set of 10 stocks as on 02 December 2020. The yearly average returns have been calculated based on the opening price of the same set of stocks as on 02 December 2020 assuming no rebalancing of stocks is done during the entire run of the portfolio since inception.

Growth Model Portfolio Performance against Benchmark Index (Hypothetical*)
Time Period Portfolio Return (%) All-ASX Ordinaries Index (%) Outperformance/Underperformance
6 Months (02-Dec-2020 to 02-Jun-2021) 28.52% 9.65% 18.86%
1 Year (02-Dec-2020 to 02-Dec-2021) 51.83% 10.16% 41.19%
2 Year (02-Dec-2020 to 02-Dec-2022) 37.02% 10.16% 26.86%

Source: REFINITIV, Kalkine Group; The above table indicates portfolio performance over different time zones to be viewed for Illustration Purpose Only.

Growth Model Portfolio Hypothetical Exposure

Note:
Source: REFINITIV, Kalkine Group; Chart updated as on 20-12-2022.
*Investment refers to Hypothetical Exposure in Value terms (AUD).
**Initial Investment that is the initial hypothetical exposure in value terms at 02-12-2020 is assumed to be AUD 10,000 in the above case.
***Past performance is neither an indicator nor a guarantee of future performance.

Rebalance Reports

The table below shows the portfolio’s rebalances done till now.

Portfolio Rebalance Rebalance Date View Report
No data Found!

Disclaimer

This information should not be relied upon as personal financial advice by Kalkine on (i) the stocks or (ii) the use or suitability of the model portfolios. Only an investor knows about their circumstances to make an investment decision.

Model Portfolio has been prepared for illustrative purpose only and does not take into account the objectives, financial situation or needs of any particular investor. Accordingly, investors should, before acting on the information, consider its appropriateness, having regard to their objectives, financial situation and needs. Past performance is not necessarily indicative of future performance results. Actual investment returns will vary, and the value of investments can go up or down.

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Disclaimer

The information given by Kalkine Pty Ltd ABN34 154 808 312 (Australian Financial Services License Number 425376) on this website is general information or advice only.

It does not take into account any of your personal objectives, circumstances or needs. Choosing an investment is an important decision. If you do not feel confident making a decision based on the recommendations Kalkine has made in our reports, you should consider obtaining personal advice from an authorised adviser.

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Our website may contain information on past performance of particular investments. Past performance is not an indicator of future performance. Hypothetical returns may not reflect actual performance. Any displays of potential investment opportunities are for sample purposes only and may not actually be available to investors.

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