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Flagship Growth Portfolio

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

About the Flagship Growth Portfolio

About The Portfolio

The flagship Market Matters portfolio that provides an active approach to investing in ASX listed large cap stocks. This is a high conviction portfolio,  will go to high levels of cash if warranted and can benefit from market downturns by investing in funds that inversely track the market.

Portfolio Performance
Portfolio1m3m6m1y3y paITD pa*
Flagship Growth2.17%6.67%10.31%29.55%14.16%15.04%
Target Return 10%0.83%2.50%5.00%10.00%10.00%10.00 %
Difference+1.34%+4.17%+5.31%+19.55%+4.16%+5.04%
* Inception date 10/05/2016
Portfolio Holdings trade now
COMPANY CODESTOCK NAMEWEIGHT (%)RISKTIME HORIZONENTRY DATEENTRY PRICE ($)LAST PRICE ($)DIVIDENDS ($)GAIN / LOSS (%)
A2Ma2 Milk Co Ltd/The5HighMedium17/02/20218.185.92-27.63
ALUAltium Ltd3HighMedium25/05/202126.9734.327.18
BHPBHP Group Ltd9ModerateMedium21/08/201934.7248.373.2048.53
BVSBravura Solutions Ltd4HighMedium9/06/20213.523.777.1
CARcarsales.com Ltd3HighMedium17/05/202117.4719.6512.48
CBACommonwealth Bank of Australia7ModerateLong13/03/202059.88104.823.5480.96
CSLCSL Ltd4ModerateMedium16/03/2021262.79302.915.26
CWNCrown Resorts Ltd4HighMedium17/11/20209.6912.225.9
HUBHUB24 Ltd4ModerateMedium7/04/202122.7927.118.91
LLCLendlease Corp Ltd5ModerateMedium4/05/202011.9112.360.175.21
MNDMonadelphous Group Ltd3HighMedium19/08/20209.899.560.532.02
MP1Megaport Ltd3HighMedium22/09/202015.6816.746.76
NABNational Australia Bank Ltd7ModerateMedium16/06/202018.2726.861.2954.08
NCMNewcrest Mining Ltd7ModerateMedium12/08/202029.3527.440.45-4.97
NWHNRW Holdings Ltd5HighMedium21/10/20192.311.50.05-32.9
WHCWhitehaven Coal Ltd4HighShort7/04/20211.622.0425.93
XROXero Ltd5ModerateLong2/04/202093.09137.1647.34
Z1PZip Co Ltd5HighMedium14/07/20206.927.254.77
Portfolio cash position: 13%
Recent Sales trade now
Company codeSTOCK NAMEWEIGHT(%)RISKTIME HORIZONENTRY DATEENTRY PRICE ($)CLOSE PRICE ($)DIVIDENDS ($)GAIN / LOSS (%)
WHCWhitehaven Coal Ltd2HighShort7/04/20211.622.0425.93
CBACommonwealth Bank of Australia3ModerateLong13/03/202059.88101.333.5475.13
NABNational Australia Bank Ltd3ModerateMedium16/06/202018.2726.61.2952.65
RHCRamsay Health Care Ltd4ModerateMedium17/09/202067.6463.570.69-5
MFGMagellan Financial Group Ltd3ModerateMedium7/09/202058.1248.951.28-13.58
VUKVirgin Money UK PLC4ModerateMedium3/02/20212.623.4933.21
EHLEmeco Holdings Ltd3HighMedium18/03/20192.130.94-55.87
ALLAristocrat Leisure Ltd3ModerateMedium14/07/202030.9335.7515.58
BPTBeach Energy Ltd5ModerateMedium11/12/20192.041.70.03-15.2
AWCAlumina Ltd5ModerateMedium15/05/20201.521.690.1017.76
CBACommonwealth Bank of Australia3ModerateLong16/03/202159.8887.543.5452.1
OZLOZ Minerals Ltd5ModerateMedium10/03/202119.1621.512.21
CGCCosta Group Holdings Ltd3HighMedium17/02/20214.514.080.08-7.7
S32South32 Ltd3ModerateMedium8/02/20212.242.6317.41
VOCVocus Communications3ModerateMedium3/02/20213.454.1821.16
BINBingo5ModerateMedium9/12/20202.712.60.02-3.32
SGRStar Entertainment Group4ModerateMedium17/11/20203.153.7619.37
WSAWestern Areas4ModerateMedium10/11/20202.561.98-22.66
BVSBravura Solutions Ltd3HighMedium10/11/20204.53-33.33
APXAppen3HighMedium10/11/202031.733.244.86
MQGMacquaire Group 3ModerateMedium22/09/2020123.38120.262.11-0.82
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Opinions for stocks held in the Growth Portfolio

BHP Group (BHP)

Currently MM’s major exposure to the classic Resources Sector is through heavyweight BHP Group (BHP) but we anticipate moving back to a large overweight stance at some stage in 2021, hence today’s report after the FOMC meeting and subsequent rally in the $US.

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Carsales.com (CAR) $19.65

CAR  -0.71%: We met with the CEO & CFO of carsales today (via Zoom) to talk about the acquisition they made recently in  the US called Trader Interactive, they paid just above $800m for a 49% stake partially funded via an entitlement offer with an option to buy the rest.

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Flagship Growth Portfolio

A strong week for the portfolio which added +2.1% overall with a +19% surge by Whitehaven Coal (WHC) more than offsetting weakness in our mining services holdings in NRW Holdings (NWH) and Monadelphous (MND).

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Commonwealth Bank (CBA) $103.45

MM has called CBA over $100 since I can remember but the picture is getting more bullish both technically and fundamentally almost by the day.

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CSL Ltd (CSL) $301.72

CSL has already recovered ~25% from its March low but we remain bullish and long in our Flagship Growth Portfolio targeting a break to fresh all-time highs, a “call” which has a couple of major implications in our opinion

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CSL Ltd (CSL) $295.21

When a well owned stock that investors simply think ‘can’t go down’ experiences some less positive news flow such was the case with CSL around plasma collection volumes, it’s easy to see why the stock falls which was the case with CSL during 2020.

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Whitehaven Coal (WHC) $2.03

We’ve discussed WHC a number of times of late and after a ~75% surge in a month the stocks suddenly within striking distance of our initial target area.

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Whitehaven Coal (WHC) $2.03

WHC +5.18%: The coal company is really getting a roll on here and today hit a high of $2.07, just a few penny’s short of our $2.10 target price.

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Actions for stocks held in the Growth Portfolio

CAR
UPDATED 17/06/2021 09:08
MM remains positive CAR
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CBA
UPDATED 17/06/2021 09:05
MM remains bullish CBA medium term
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CSL
UPDATED 17/06/2021 09:05
MM is bullish CSL targeting 15-20% upside
Add To Hit List
Z1P
UPDATED 16/06/2021 13:49
MM are adding to Z1P in the Flagship Growth Portfolio, allocating a further 2% around $7.20
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WHC
UPDATED 16/06/2021 13:47
MM are trimming WHC in the Flagship Growth Portfolio, taking a profit around $2.05
Add To Hit List
CSL
UPDATED 11/06/2021 09:34
MM remains long and bullish CSL initially targeting another 15% upside
Add To Hit List
WHC
UPDATED 11/06/2021 09:33
MM remains bullish & long WHC
Add To Hit List
WHC
UPDATED 11/06/2021 09:19
We are now watching WHC closely as it trades up to our initial target
Add To Hit List
ALU
UPDATED 10/06/2021 10:32
MM remains bullish ALU around $34
Add To Hit List
WHC
UPDATED 09/06/2021 12:57
MM is bullish WHC initially targeting the $2.10 resistance area, another ~15% higher
Add To Hit List
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