The Market Matters Core ETF Portfolio includes equity, fixed-income and alternative asset ETFs to populate a core portfolio within a well-defined (yet dynamic) asset allocation structure, broadly considered to be a balanced approach. The portfolio could serve as the ‘core’ for a broad range of more passively minded investors – Click here to view
Our Core ETF Portfolio advanced +0.42% last week, after dividends, with gains by Australian Property (MVA) +1.8%, Global Infrastructure (IFRA) +0.8%, and Australian Shares (A200) +0.6%, again outperforming. Conversely, Bonds (IAF) -0.4% and GOLD -0.3% were the laggards.
The current portfolio is outlined below, with the portfolio up 10.6% pa since inception:
