Core ETF Portfolio

For those seeking a dynamically managed, balanced ETF portfolio

About the Portfolio

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

**Portfolio Performance** UPDATED 31/05/2025 17:00
Portfolio	1M	3 M	6 M	1Y	2Y pa	ITD PA*
CORE ETF	2.86%	3.42%	4.22%	13.46%	12.21%	11.19%
RBA CASH RATE +3%	0.57%	1.74%	3.54%	7.27%	7.27%	7.11%
VALUE ADD	+2.29%	+1.68%	+0.68%	+6.19%	+6.19%	+4.08%

* Inception date 30/07/2023

**Portfolio Holdings** 20 MINUTES DELAYED trade now
CODE	NAME	WEIGHT (%)	RISK	TERM	BUY DATE	BUY PRICE ($)	LAST PRICE ($)	DIVIDEND ($)	DAILY CHANGE (%)	GAIN / LOSS (%)
A200	BetaShares Australian 200 ETF	20	Moderate	Long	19/04/2023	122.33	142.10	12.10	-0.36	26.05
VSO	Vanguard MSCI Aus Small Companies Index ETF	10	High	Long	19/04/2023	64.04	70.38	4.85	-1.04	17.47
VGS	Vanguard MSCI Index International Shares ETF (ex-Aus)	13	Moderate	Long	19/04/2023	100.55	140.24	8.00	0.60	47.43
MVA	VanEck Australian Property ETF	10	Medium	Long	19/04/2023	20.96	24.85	2.25	-0.64	29.29
IAF	iShares Core Composite Bond ETF	17	Low	Long	19/04/2023	101.94	104.00	5.32	0.08	7.24
HBRD	BetaShares Active Australian Hybrids Fund	13	Low	Long	19/04/2023	10.01	10.10	1.39	0.10	14.79
IFRA	VanEck FTSE Global Infra (Hedged) ETF	5	Low	Long	19/04/2023	21.00	22.38	1.38	0.49	13.14
GOLD	Global X Physical Gold	5	Medium	Long	19/04/2023	27.56	48.08		1.39	74.46
AAA	BetaShares Aus High Interest Cash ETF	7	Low	Long	19/04/2023	50.16	50.21	4.30	0.02	8.67

**Recent Sales** trade now
Company code	STOCK NAME	ACTIVITY	RISK	TIME HORIZON	EXIT DATE	ENTRY PRICE ($)	CLOSE PRICE ($)	DIVIDENDS ($)	GAIN / LOSS (%)
AAA	High Interest Cash ETF	Trimmed 2%	Low	Long	17/07/2024	50.16	50.2	2.48	5.02

OPINION
ACTION

Opinions for positions held in the Core ETF Portfolio

13/06/2025 09:50

BetaShares ASX200 ETF (A200) $143.57

The A200 is our preferred proxy for exposure to Australian equities, and a number of dual listed NZ names. This large ETF is very cost-effective, with an annual cost of 0.04%, while it has tracked its benchmark, the Solactive Australia 200 Index, within 0.2% over the last 1, 3, and 5 years.

06/06/2025 08:38

BetaShares Active Hybrid ETF (HBRD) $10.08

The HBRD ETF pays monthly income from a diversified mix of hybrid securities, subordinated bonds, senior bonds, and cash, offering flexibility to adjust allocations based on market conditions. It was traditionally a hybrid portfolio, but this has morphed into more traditional fixed income over time.

24/02/2025 09:37

ASX200 Index

The ASX200 is set to make fresh February lows this morning, around the 8230 level, following broad-based losses on US bourses, where traders demonstrated no interest in going home long ahead of Trump's next move.

19/02/2025 09:35

The ASX200

The ASX200 fell 0.66%, with losses compounded by the RBA’s less-dovish or arguably hawkish commentary after the rate cut. Weakness was noticeable in the rate-sensitive banks and retail stocks, with CBA, NAB, and WBC contributing more than 60% of the main boards' fall.

17/02/2025 09:15

ASX200 Index

The ASX200 is set to open back around 8500 this morning after posting new highs last Thursday and Friday, although in both cases, the intra-day selling following early strength caught our attention.

10/02/2025 09:19

ASX200 Index

The day-to-day volatility has been increasing lately, which is not unusual on the stock level through reporting season, but ~100-point index swings are. However, with Trump in power, further “fun & games” appear highly likely, but this condition brings opportunity for the prepared.

03/02/2025 09:16

ASX200 Index

The risk of a retaliatory trade war could rock richly valued global stock markets but it shouldn’t come as a major surprise to subscribers – remember our outlook/mantra for 2025: We are looking for the ASX to advance in a “3-steps forward, 2-back fashion” through 2025 with buying the dip as our preferred course of action.

02/10/2024 09:30

Active Australian Hybrids Fund ETF (HBRD) $10.17

HBRD was traditionally a Hybrid portfolio, however in recent times, the manager, Coolabah Capital run by Chris Joye has moved more towards debt securities (senior & subordinated debt) holding the view that after a very good run for Hybrids, they have become relatively less attractive than lower risk debt.

25/09/2024 09:11

First Up

On Tuesday, the ASX200 delivered a perfect example of how investing is far more about stock/sector performance than the underlying index, which attracts too much attention.

22/07/2024 09:33

Equity Indices

This morning, the ASX200 is poised to test its previous resistance level, which capped it throughout 2024 before this month's surge above 8000; let's hope the bullish move doesn’t prove short-lived. By definition, once the market broke out above 7900, it went from resistance to support from a technical perspective.