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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 6m 1y 3y pa ITD pa*
ACTIVE GROWTH 1.65% 9.87% 7.47% 17.29% 13.79% 14.23%
ASX 200 ACCUMULATION 0.79% 9.39% 7.42% 10.64% 9.32% 9.14%
VALUE ADD +0.86% +0.48% +0.05% +6.65% +4.47% +5.09%
* Inception date 10/05/2016
Portfolio Holdings trade now
COMPANY CODE STOCK NAME WEIGHT (%) RISK TIME HORIZON ENTRY DATE ENTRY PRICE ($) LAST PRICE ($) DIVIDENDS ($) DAILY CHANGE (%) GAIN / LOSS (%)
ANZ ANZ Bank 6 Moderate Long 08/02/2023 25.29 28.80 2.29 -0.21 22.93
BHP BHP Group 8 Moderate Long 27/08/2019 39.51 43.59 12.38 2.78 41.66
CTD Corporate Travel Mgmt 4 Moderate Medium 6/03/2024 16.46 16.97 -0.53 3.10
EVN Evolution Mining 5 Moderate Medium 1/12/2022 2.94 3.40 0.08 1.49 18.37
GMG Goodman Group 4 High Medium 24/10/2023 21.15 30.42 0.15 2.29 44.54
ILU Iluka Resources 4 High Medium 07/02/2024 7.20 7.29 0.06 2.39 2.08
MFG Magellan 4 High Medium 6/03/2024 9.15 9.72 0.21 6.23
MIN Mineral Resources 5 High Medium 16/03/2023 73.73 68.21 0.80 3.08 -6.40
NAB National Australia Bank 6 Moderate Medium 15/12/2022 30.33 33.94 2.39 -0.26 19.78
NSR National Storage REIT 5 Moderate Medium 11/08/2023 2.22 2.42 0.06 0.00 11.71
ORA Orora 5 Moderate Medium 31/01/2024 2.80 2.65 0.05 2.32 -3.57
PDN Paladin Energy 3 High Medium 27/02/2024 1.18 1.25 0.40 5.93
PLS Pilbara Minerals 4 High Medium 18/01/2024 3.48 3.92 0.00 12.64
RHC Ramsay Healthcare 5 Moderate Long 12/04/2023 68.86 54.23 0.36 -0.13 -20.72
RMD Resmed 5 Moderate Medium 28/10/2021 33.23 29.16 0.39 0.97 -11.07
SFR Sandfire Resources 4 High Medium 18/05/2023 5.87 8.52 -0.93 45.14
TWE Treasury Wine Estates 5 High Medium 20/04/2023 13.60 12.35 0.66 -0.32 -4.34
WHC Whitehaven Coal 4 High Medium 15/11/2022 8.18 6.40 1.16 1.27 -7.58
WOR Worley 4 High Medium 08/05/2023 15.85 16.50 0.50 1.29 7.26
XRO Xero 5 Moderate Long 02/04/2020 101.29 133.33 -1.52 31.63
Portfolio cash position: 5%
Recent Sales trade now
Company code STOCK NAME WEIGHT(%) RISK TIME HORIZON EXIT DATE ENTRY PRICE ($) CLOSE PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
LLC Lendlease 5 High Medium 6/03/2024 7.2 6.18 -14.14
ALU Altium 5 High Medium 31/01/2024 42.53 49.27 15.85
MQG Macquarie Group 6 Moderate Medium 31/01/2024 177.99 189.41 13.29 13.88
NST Northern Star 5 High Medium 18/01/2024 11.14 12.16 0.16 10.59
PDN Paladin 3 High Medium 15/01/2024 0.83 1.31 57.83
MFG Magellan Financial Group 4 High Medium 08/01/2024 9.22 9.09 0.93 8.68
WDS Woodside 4 Moderate Medium 24/10/2023 35.66 35.23 1.78 3.79
CWY Cleanaway Waste Management 5 High Medium 05/10/2023 2.69 2.34 0.02 -12.27
NCM Newcrest Mining 5 Moderate Medium 25/08/2023 29.35 25.42 2.52 -4.8
ELD Elders 3 High Medium 25/08/2023 7.11 6.47 0 -9
SEK Seek 3 High Medium 17/08/2023 24.29 23.35 0.34 -2.47
GMG GMG 5 Moderate Medium 11/08/2023 23.43 20.17 0.3 -12.63
ILU Iluka 5 Moderate Medium 21/06/2023 10.74 11.66 0.64 14.53
JHX James Hardie 4 High Medium 21/06/2023 31.2 39.89 27.85
CSL CSL Limited 4 Moderate Medium 15/06/2023 260.92 279.41 3.82 8.55
JHX James Hardie 1 High Medium 26/05/2023 31.2 37.83 21.25
XRO Xero 2 High Long 22/05/2023 92.85 108.79 0 17.16
WDS Woodside 3 Moderate Medium 08/05/2023 30.23 34.05 5.28 30.1
IGO Independence Group 3 Moderate Medium 28/04/2023 10.66 13.61 0.27 30.21
SFR Sandfire Resources 3 High Medium 20/04/2023 4.1 6.93 69.02
CSL CSL Ltd 2 Moderate Medium 20/04/2023 260.92 300.94 3.82 16.8
REA REA Group 2 High Medium 20/04/2023 120.42 140.69 1.07 17.72
ALU Altium 5 High Medium 12/04/2023 28.8 37.65 1.08 34.48
CBA Commonwealth Bank 5 Moderate Long 08/02/2023 59.88 110.4 11.9 104.24
SEK Seek 5 Moderate Medium 03/02/2023 19.86 25.55 28.65
MQG Macquarie Group 2 Moderate Medium 03/02/2023 178.3 190.89 6.34 10.61
SFR Sandfire Resources 1.07 High Medium 18/01/2023 4.1 6.15 50
HUB HUB24 4 Moderate Medium 09/01/2023 22.79 27.66 0.37 22.99
SFR Sandfire Resources 1.5 High Medium 08/12/2022 4.07 5.38 32.18
BHP BHP Group Ltd 3 Moderate Long 08/12/2022 37.4 46.42 9.02 48.23
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Opinions for stocks held in the Growth Portfolio

Sandfire Resources Ltd (SFR) $8.60

Copper producer SFR is a stock we’ve discussed a few times over recent weeks after the industrial metals bullish breakout on the upside. The stock has more than doubled from its 2022 swing low after becoming the ASX's go-to copper stock following BHP's takeover of OZ Minerals (OZL).

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Goodman Group (GMG) $29.74

For the second consecutive Monday, high-flying GMG was one of the worst-performing real estate stocks; yesterday, it fell -3.6%, taking out the wooden spoon this week. The stock is still up an impressive +18.6% year-to-date, but as we saw yesterday, it’s a definite candidate for profit-taking when markets lose confidence that central banks will start cutting rates in 2024.

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Magellan Financial Group (MFG) $9.70

MGF rallied to fresh 2024 highs on Monday in an almost stealth-like manner compared to the fanfare that heralded its aggressive decline over the last 3-years. Our bullish view towards MFG has held the stock in good stead over recent months, and we have no reason to lose confidence in the stock at current levels.

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Paladin Energy Ltd (PDN) $1.245

PDN advanced +3.3% on Monday, mirroring the strong performance by US uranium names on Friday after the world’s largest Uranium producer, Kazatomprom, alluded to only a modest increase in production in the year ahead. They also echoed our bullish medium/long-term view, stressing the world will be short of Uranium by 2030.

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Iluka Resources (ILU) $7.12

ILU has almost halved from its mid-2023 high, illustrating the cyclical nature of the Materials Sector, but yesterday, it regained some of its mojo after the Chinese data releases.

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National Australia Bank (NAB) $33.50

NAB fell 2.8% on Thursday, better than Westpac & ANZ's 3.8% decline but still enough to have a meaningful impact on the index, accounting for 10-points of the ASX200’s decline.

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Evolution Mining Ltd (EVN) $3.29

Gold and copper miner EVN popped +6% on Thursday, making it the second-best performer on the ASX200. The last few months have been tough for EVN after its $525mn capital raise at $3.80 in December to buy up-and-running copper and gold mine Northparkes, which was closely followed by a big 2Q production miss.

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Sandfire Resources Ltd (SFR) $8.47

SFR was the best-performing stock on the main board on Thursday, advancing +7.2% and making fresh 5-year highs in the process. Since BHP's takeover of OZ Minerals (OZL) last May, SFR has been the go-to copper stock on the ASX. Its performance has been impressive, considering the underlying copper price is still over 20% below its 2022 peak.

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Goodman Group (GMG) $30.85

GMG rallied +2.5% yesterday, taking it within 3% of its 2024 and all-time high. At MM, we like GMG, as discussed several times in 2024. In February, they upgraded FY24 earnings guidance with 1H, with operating profit coming in at $1.13bn, ahead of expectations driven by strong development earnings. They talked up the growth available in data centres; we like this medium/long-term play and have no plans to reduce our 4% position.

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ResMed Inc. (RMD) $29.08

Ozempic et al. have made the last year a particularly torrid and uncertain time for sleep apnoea company RMD. In simple terms, if these new wonder drugs lead to fewer people carrying weight, it will theoretically reduce the demand for RMD products. After bouncing over 40% from its panic 2023 low, we are contemplating trimming our 5% holding from purely a volatility perspective.

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Actions for stocks held in the Growth Portfolio

PDN
UPDATED 19/03/2024 09:34
MM is long and bullish towards PDN over the coming months
Add To Hit List
MFG
UPDATED 19/03/2024 09:34
MM remains bullish MFG short to medium-term
Add To Hit List
GMG
UPDATED 19/03/2024 09:34
MM remains long and bullish on GMG
Add To Hit List
SFR
UPDATED 19/03/2024 09:33
MM is bullish towards SFR through 2024
Add To Hit List
ILU
UPDATED 19/03/2024 09:33
MM is bullish towards ILU through 2024/5
Add To Hit List
SFR
UPDATED 15/03/2024 09:36
MM remains long and bullish towards SFR
Add To Hit List
EVN
UPDATED 15/03/2024 09:36
MM is long and bullish EVN
Add To Hit List
NAB
UPDATED 15/03/2024 09:34
MM remains long and bullish NAB
Add To Hit List
GMG
UPDATED 14/03/2024 08:42
MM remains long and bullish towards GMG
Add To Hit List
RMD
UPDATED 14/03/2024 08:42
MM remains long and bullish towards RMD
Add To Hit List
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