Active Growth Portfolio
For those seeking an active approach to investing in large cap ASX stocks
About The Portfolio
The Market Matters Active Growth Portfolio provides an active exposure to Australian large-cap shares, aiming for reduced volatility. Returns will be achieved through a combination of capital appreciation and income with an overall objective of outperformance of the S&P/ASX 200 Accumulation Index over the medium term (3 years).
Portfolio | 1m | 3m | 1y | 3y | 5y pa | ITD pa* |
---|---|---|---|---|---|---|
ACTIVE GROWTH | 3.96% | 10.71% | 4.45% | 12.86% | 14.33% | 13.33% |
ASX 200 ACCUMULATION | 2.36% | 8.17% | 11.81% | 12.33% | 12.26% | 9.74% |
VALUE ADD | +1.60% | +2.54% | (7.36%) | +0.53% | +2.07% | +3.59% |
CODE | NAME | WEIGHT (%) | RISK | TERM | BUY DATE | BUY PRICE ($) | LAST PRICE ($) | DIVIDENDS ($) | DAILY CHANGE (%) | GAIN / LOSS (%) |
---|---|---|---|---|---|---|---|---|---|---|
ANZ | ANZ Bank | 6 | Moderate | Long | 08/02/2023 | 25.29 | 33.87 | 5.48 | -0.15 | 55.60 |
APA | APA Group | 4 | Moderate | Medium | 12/12/2024 | 7.38 | 8.77 | 0.54 | -0.90 | 26.15 |
BHP | BHP Group | 8.5 | Moderate | Long | 27/08/2019 | 39.06 | 42.00 | 8.83 | -0.14 | 30.13 |
CSL | CSL Limited | 4 | Moderate | Medium | 09/07/2025 | 245.75 | 216.60 | -4.16 | -11.86 | |
EVN | Evolution Mining | 4 | Moderate | Medium | 20/05/2025 | 8.15 | 8.11 | 0.12 | -0.49 | |
GMG | Goodman Group | 5 | Moderate | Medium | 21/02/2025 | 34.16 | 33.90 | -4.83 | -0.76 | |
GQG | GQG Partners | 3 | Moderate | Medium | 08/08/2025 | 1.75 | 1.78 | -3.01 | 1.71 | |
HUB | HUB24 | 4 | Moderate | Medium | 05/03/2025 | 71.36 | 109.34 | 0.27 | 1.78 | 53.60 |
JHX | James Hardie Industries | 5 | High | Medium | 12/12/2024 | 51.22 | 30.50 | 5.24 | -40.45 | |
MGR | Mirvac Group | 5 | Moderate | Medium | 17/07/2024 | 2.08 | 2.38 | 0.09 | -0.83 | 18.75 |
MIN | Mineral Resources | 4 | High | Medium | 16/03/2023 | 44.12 | 35.69 | 0.34 | -3.20 | -18.34 |
NSR | National Storage REIT | 5 | Moderate | Medium | 11/08/2023 | 2.22 | 2.50 | 0.22 | -0.40 | 22.52 |
PDN | Paladin Energy | 4 | High | Medium | 06/06/2024 | 11.20 | 6.61 | 4.26 | -40.98 | |
SFR | Sandfire Resources | 3 | High | Medium | 07/04/2025 | 8.32 | 12.01 | -1.31 | 44.35 | |
SUL | Super Retail Group | 4 | Moderate | Medium | 06/12/2024 | 15.20 | 18.66 | 0.46 | 0.48 | 25.79 |
WBC | Westpac | 5 | Moderate | Medium | 21/02/2025 | 31.08 | 38.98 | 1.09 | 0.65 | 28.93 |
WHC | Whitehaven Coal | 4 | High | Medium | 15/11/2022 | 8.18 | 6.53 | 1.67 | -1.51 | 0.24 |
WOR | Worley | 5 | High | Medium | 08/05/2023 | 15.66 | 12.91 | 0.95 | 0.23 | -11.49 |
WTC | WiseTech Global | 4 | High | Medium | 20/05/2025 | 101.24 | 112.59 | -1.76 | 11.21 | |
XRO | Xero | 4 | Moderate | Medium | 18/07/2025 | 181.34 | 167.98 | -0.60 | -7.37 |
Company code | STOCK NAME | ACTIVITY | RISK | TIME HORIZON | EXIT DATE | ENTRY PRICE ($) | CLOSE PRICE ($) | DIVIDENDS ($) | GAIN / LOSS (%) |
---|---|---|---|---|---|---|---|---|---|
MQG | Macquarie Group | Sold 6% position | Moderate | Medium | 04/08/2025 | 224.33 | 212.27 | 6.88 | -2.3 |
CAR | CAR Group | Sold 4% position | Moderate | Medium | 20/03/2025 | 34.45 | 37.54 | 0.47 | 10.3 |
HUB | HUB24 | Trimmed 1% | Moderate | Medium | 09/07/2025 | 71.36 | 95.68 | 0.34 | 34.6 |
XRO | Xero | Sold 4% position | Moderate | Long | 18/06/2025 | 101.29 | 193.5 | 91 | |
SFR | Sandfire Resources | Trimmed 1% | High | Medium | 18/06/2025 | 8.32 | 11.68 | 40.4 | |
ALL | Aristocrat Leisure | Sold 5% position | High | Long | 20/05/2025 | 65.13 | 62.55 | -4 | |
ILU | Iluka Resources | Sold 4% position | High | Medium | 20/05/2025 | 6.02 | 3.85 | 0.06 | -35 |
BHP | BHP Group | Trimmed 2% | Moderate | Long | 07/04/2025 | 39.63 | 34.31 | 11.18 | 14.8 |
NXT | NEXTDC | Sold 5% position | Moderate | Medium | 02/04/2025 | 17.06 | 11.39 | -33.2 | |
EVN | Evolution Mining | Sold 3% position | High | Long | 31/03/2025 | 2.94 | 7.1 | 0.25 | 150 |
SFR | Sandfire Resources | Sold 4% position | High | Medium | 28/03/2025 | 6.44 | 10.85 | 68.5 | |
TWE | Treasury Wine Estates | Sold 5% position | High | Medium | 12/03/2025 | 13.6 | 9.8 | 1.23 | -18.89 |
CSL | CSL Limited | Sold 6% position | Moderate | Medium | 24/02/2025 | 277 | 259.25 | 2.2 | -5.61 |
HLS | Healius | Sold 4% position | High | Medium | 24/02/2025 | 1.72 | 1.29 | -25 | |
AGL | AGL Energy | Sold 4% position | Moderate | Medium | 12/12/2024 | 10.22 | 10.79 | 0.35 | 9 |
S32 | South32 | Sold 4% position | Moderate | Medium | 12/12/2024 | 3.28 | 3.46 | 0.07 | 7.6 |
MFG | Magellan Financial Group | Sold 4% position | Moderate | Medium | 06/12/2024 | 9.15 | 11.22 | 0.43 | 27.3 |
CAR | CAR Group (CAR) | Sold 4% position | Moderate | Medium | 06/12/2024 | 33.13 | 40.1 | 0.47 | 22.5 |
GPT | GPT Group | Sold 4% position | Moderate | Medium | 07/11/2024 | 4.66 | 4.45 | -4.5 | |
SFR | Sandfire Resources | Trimmed 1% | Moderate | Medium | 30/10/2024 | 6.44 | 10.31 | 60.1 | |
S32 | South32 | Trimmed 1% | Moderate | Medium | 30/10/2024 | 3.28 | 3.71 | 0.07 | 15.2 |
EVN | Evolution Mining | Trimmed 1% | Moderate | Medium | 20/08/2024 | 2.94 | 4.26 | 0.08 | 47.6 |
JBH | JB Hi-Fi (JBH) | Sold 4% position | Moderate | Medium | 13/08/2024 | 56.8 | 75.44 | 32.82 | |
NAB | Nation Australia Bank | Sold 6% position | Moderate | Medium | 05/08/2024 | 30.33 | 35.06 | 3.59 | 27.43 |
GMG | Goodman Group | Sold 3% position | High | Medium | 01/08/2024 | 21.15 | 36.44 | 0.36 | 73.99 |
RHC | Ramsay Healthcare | Sold 5% position | Moderate | Long | 17/07/2024 | 68.86 | 47.25 | 0.93 | -30.03 |
GMG | Goodman Group | Trimmed 1% | High | Medium | 12/07/2024 | 21.15 | 35.58 | 0.36 | 69.92 |
XRO | Xero | Trimmed 1% | Moderate | Long | 12/07/2024 | 101.29 | 140.35 | 38.56 | |
PLS | Pilbara Minerals | Sold 4% position | High | Medium | 12/06/2024 | 3.48 | 3.44 | -1.15 | |
CTD | Corporate Travel | Sold 4% position | Moderate | Medium | 30/05/2024 | 16.46 | 13.06 | -20.66 | |
ILU | Iluka | Sold 4% position | High | Medium | 10/05/2024 | 7.2 | 7.68 | 0.06 | 7.5 |
RMD | ResMed | Sold 5% position | Moderate | Medium | 19/04/2024 | 33.23 | 27.92 | 0.39 | -14.81 |
EVN | Evolution Mining | Trimmed 1% | Moderate | Medium | 5/04/2024 | 2.94 | 3.85 | 0.016 | 31.5 |
PDN | Paladin Energy | Sold 4% position | High | Medium | 5/04/2024 | 1.18 | 1.42 | 20.33 | |
ORA | Orora | Sold 5% position | Moderate | Medium | 3/04/2024 | 2.8 | 2.24 | 0.05 | -18.21 |
LLC | Lendlease | Sold 5% position | High | Medium | 6/03/2024 | 7.2 | 6.18 | -14.14 | |
ALU | Altium | Sold 5% position | High | Medium | 31/01/2024 | 42.53 | 49.27 | 15.85 | |
MQG | Macquarie Group | Sold 6% position | Moderate | Medium | 31/01/2024 | 177.99 | 189.41 | 13.29 | 13.88 |
NST | Northern Star | Sold 5% position | High | Medium | 18/01/2024 | 11.14 | 12.16 | 0.16 | 10.59 |
PDN | Paladin | Trimmed 3% | High | Medium | 15/01/2024 | 0.83 | 1.31 | 57.83 | |
MFG | Magellan Financial Group | Sold 4% position | High | Medium | 08/01/2024 | 9.22 | 9.09 | 0.93 | 8.68 |
WDS | Woodside | Sold 4% position | Moderate | Medium | 24/10/2023 | 35.66 | 35.23 | 1.78 | 3.79 |
CWY | Cleanaway Waste Management | Sold 5% position | High | Medium | 05/10/2023 | 2.69 | 2.34 | 0.02 | -12.27 |
NCM | Newcrest Mining | Sold 5% position | Moderate | Medium | 25/08/2023 | 29.35 | 25.42 | 2.52 | -4.8 |
ELD | Elders | Sold 3% position | High | Medium | 25/08/2023 | 7.11 | 6.47 | -9 | |
SEK | Seek | Sold 3% position | High | Medium | 17/08/2023 | 24.29 | 23.35 | 0.34 | -2.47 |
GMG | GMG | Sold 5% position | Moderate | Medium | 11/08/2023 | 23.43 | 20.17 | 0.3 | -12.63 |
ILU | Iluka | Sold 5% position | Moderate | Medium | 21/06/2023 | 10.74 | 11.66 | 0.64 | 14.53 |
JHX | James Hardie | Sold 4% position | High | Medium | 21/06/2023 | 31.2 | 39.89 | 27.85 | |
CSL | CSL Limited | Sold 4% position | Moderate | Medium | 15/06/2023 | 260.92 | 279.41 | 3.82 | 8.55 |
JHX | James Hardie | Trimmed 1% | High | Medium | 26/05/2023 | 31.2 | 37.83 | 21.25 | |
XRO | Xero | Trimmed 2% | High | Long | 22/05/2023 | 92.85 | 108.79 | 17.16 | |
WDS | Woodside | Sold 3% position | Moderate | Medium | 08/05/2023 | 30.23 | 34.05 | 5.28 | 30.1 |
IGO | Independence Group | Sold 3% position | Moderate | Medium | 28/04/2023 | 10.66 | 13.61 | 0.27 | 30.21 |
SFR | Sandfire Resources | Sold 3% position | High | Medium | 20/04/2023 | 4.1 | 6.93 | 69.02 | |
CSL | CSL Ltd | Trimmed 2% | Moderate | Medium | 20/04/2023 | 260.92 | 300.94 | 3.82 | 16.8 |
REA | REA Group | Sold 2% position | High | Medium | 20/04/2023 | 120.42 | 140.69 | 1.07 | 17.72 |
ALU | Altium | Sold 5% position | High | Medium | 12/04/2023 | 28.8 | 37.65 | 1.08 | 34.48 |
Opinions for stocks held in the Growth Portfolio
Goodman Group (GMG) $35.62
GMG -1.44%: Reversed lower on Thursday after encountering some profit-taking into new highs. Full-year operating profit matched expectations, although their FY26 outlook felt a touch conservative, but they do like to upgrade. Read moreSuper Retail Group (SUL) $18.57
SUL +12.34%: A solid result, although we initially thought we must have missed something when the stock surged above $20. Read moreWhitehaven Coal (WHC) $6.63
WHC +3.11%: Recovered from early weakness after a solid, no-surprises result. It was encouraging for longs to see investors “buy the dip”. Read moreAPA Group (APA) $8.76
APA +3.42%: Released a solid FY25 result with earnings at the top of guidance and marginally above consensus. We hold this utility in both our income and growth portfolios. Read moreJames Hardie (JHX) $32.00
JHX -27.83%: Had its biggest drop in five years, following a significant 1Q miss and a ~24% downgrade to FY26 EBITDA— not a great outcome following closely on the heels of their $US8.75 billion purchase of AZEK. Read moreCSL Ltd (CSL) $225.50
CSL dominated talk across trading desks on Tuesday with their messy, but not particularly bad, result causing the stock to be punished almost 17%, its worst fall since the GFC. Read moreHUB 24 (HUB) $109.58
HUB delivered another cracking result yesterday, underscoring its position as one of the fastest-growing wealth platforms in the country: Read moreBHP Group (BHP) $42.12
BHP +1.57%: Delivered FY25 results broadly in line with consensus, with dividends surprising to the upside despite softer earnings. Read moreCSL Limited (CSL) $225.50
CSL –16.89%: Shares experienced their worst fall since 2008 after the FY25 result highlighted weakness in the Behring division and revealed a major strategic restructure including a spinoff of Seqirus, which has created more questions than answers. Read moreActions for stocks held in the Growth Portfolio
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