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Active Growth Portfolio

For those seeking an active approach to investing in large cap ASX stocks

About the Active Growth Portfolio

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 Performance
Portfolio 1m 3m 1y 3y 5y pa ITD pa*
ACTIVE GROWTH 2.10% 8.31% 2.46% 14.30% 13.39% 12.46%
ASX 200 ACCUMULATION 1.41% 9.50% 13.81% 13.56% 11.85% 9.55%
VALUE ADD +0.69% (1.19%) (11.33%) +0.74% +1.54% +2.91%
* Inception date 10/05/2016
Portfolio Holdings trade now
CODE NAME WEIGHT (%) RISK TERM BUY DATE BUY PRICE ($) LAST PRICE ($) DIVIDENDS ($) DAILY CHANGE (%) GAIN / LOSS (%)
ANZ ANZ Bank 6 Moderate Long 08/02/2023 25.29 30.87 5.48 0.49 43.73
APA APA Group 4 Moderate Medium 12/12/2024 7.38 8.45 0.54 0.72 21.82
BHP BHP Group 8.5 Moderate Long 27/08/2019 39.06 39.22 8.83 -0.08 23.02
CSL CSL Limited 4 Moderate Medium 09/07/2025 245.75 264.05 -2.53 7.45
EVN Evolution Mining 4 Moderate Medium 20/05/2025 8.15 7.05 -0.84 -13.50
GMG Goodman Group 5 Moderate Medium 21/02/2025 34.16 34.64 -1.53 1.41
HUB HUB24 4 Moderate Medium 05/03/2025 71.36 106.72 0.27 0.07 49.93
JHX James Hardie Industries 5 High Medium 12/12/2024 51.22 40.11 -2.90 -21.69
MQG Macquarie Group 5 Moderate Medium 07/11/2024 224.33 213.78 6.88 -1.66 -1.64
MGR Mirvac Group 5 Moderate Medium 17/07/2024 2.08 2.24 0.09 -0.44 12.02
MIN Mineral Resources 4 High Medium 16/03/2023 44.12 29.86 0.34 4.44 -31.55
NSR National Storage REIT 5 Moderate Medium 11/08/2023 2.22 2.38 0.22 -0.83 17.12
PDN Paladin Energy 4 High Medium 06/06/2024 11.20 6.24 0.48 -44.29
SFR Sandfire Resources 3 High Medium 07/04/2025 8.32 11.02 3.57 32.45
SUL Super Retail Group 4 Moderate Medium 06/12/2024 15.20 15.15 0.46 -1.11 2.70
WBC Westpac 5 Moderate Medium 21/02/2025 31.08 33.45 1.09 -1.09 11.13
WHC Whitehaven Coal 4 High Medium 15/11/2022 8.18 6.40 1.67 -0.62 -1.34
WOR Worley 5 High Medium 08/05/2023 15.66 13.38 0.95 0.22 -8.49
WTC WiseTech Global 4 High Medium 20/05/2025 101.24 116.34 -2.55 14.92
XRO Xero 4 Moderate Medium 18/07/2025 181.34 174.75 -3.45 -3.63
Portfolio cash position: 7.5%
Recent Sales trade now
Company code STOCK NAME ACTIVITY RISK TIME HORIZON EXIT DATE ENTRY PRICE ($) CLOSE PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
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
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Opinions for stocks held in the Growth Portfolio

National Storage REIT (NSR) $2.38

NSR closed up +2.2% on Wednesday, relishing in the CPI figure which should lead to rate cuts and a potential increase in net asset value (NAV) when the storage company reports in August.

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Mirvac Group (MGR) $2.26

MGR closed up +2.7% on Wednesday, catching a bid following the CPI. The property developer is perfectly positioned for improving consumer confidence courtesy of an easing cycle from the RBA.

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Mineral Resources (MIN) $30.78

MIN +2.26%: posted a strong operational finish to FY25 with some key positives across all 3 areas of their business, while their financial metrics (debt) showed signs of improvement.

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Paladin Energy (PDN) $6.91

PDN was hit hard last week on lower-than-expected FY26 guidance, and yesterday's BOE shocker extended the pullback to almost 18% in five trading days.

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Mineral Resources Ltd (MIN) $30.24

MIN has benefitted from the significant bounced in iron ore and lithium in recent weeks pushing the stock up ~100% from its April low, though a pullback in both areas weighed in MIN yesterday - it’s a volatile beast at present. Further downside in the coming days would not surprise but we like the risk/reward back around the $27-8 region

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Shawn’s Trade Idea: Paladin Energy (PDN) $7.23

On the stock level, I am currently looking for ideas that have no/little correlation to the ASX – and PDN certainly flits that particular bill after retreating over the last year while the ASX200 has posted new all-time highs.

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Whitehaven Coal (WHC) $6.95

WHC -1.14%: managed ROM coal production for the fourth quarter of 10.59 million tons vs. 9.19 million q/q. FY26 guidance will be provided with Whitehaven’s FY25 financial results scheduled for release on 21 August

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Macquarie Group (MQG) $213.84

MQG –5.08%: Held their AGM today, announced the CFO was retiring, and provided a 1Q trading update that was slightly softer than the market was expecting.

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Paladin Energy (PDN) $7.39

PDN +1.93%: was hit yesterday on lower-than-expected FY26 guidance, though it recovered some of the loss today as the company did the rounds. We had them in this morning, and we came away from the meeting with more confidence about what comes next.  

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Actions for stocks held in the Growth Portfolio

NSR
UPDATED 31/07/2025 10:13
MM is long and bullish towards NSR
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MGR
UPDATED 31/07/2025 10:13
MM is long and bullish towards MGR
Add To Hit List
MIN
UPDATED 30/07/2025 17:29
MM is bullish MIN, and more comfortable after today’s update
Add To Hit List
PDN
UPDATED 29/07/2025 09:18
MM is cautiously long and bullish PDN
Add To Hit List
MIN
UPDATED 29/07/2025 09:17
MM is long and bullish towards MIN around $30
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PDN
UPDATED 28/07/2025 17:28
Trade Idea: Buy Paladin Energy Ltd (PDN) at $6.80 with stops at $6.45 – 5% risk.
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WHC
UPDATED 25/07/2025 16:54
MM is long & bullish WHC
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MQG
UPDATED 25/07/2025 10:00
MM remains long and cautiously bullish MQG
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PDN
UPDATED 25/07/2025 09:59
PDN
UPDATED 25/07/2025 09:59
MM is adding to PDN in the Active Growth & Emerging Companies Portfolios– targeting a 4% portfolio weight
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