Flagship Growth Portfolio
For those seeking an active approach to investing in large cap ASX stocks
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 | 1m | 3m | 6m | 1y | 3y pa | ITD pa* |
|---|---|---|---|---|---|---|
| Flagship Growth | 2.17% | 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% |
| COMPANY CODE | STOCK NAME | WEIGHT (%) | RISK | TIME HORIZON | ENTRY DATE | ENTRY PRICE ($) | LAST PRICE ($) | DIVIDENDS ($) | GAIN / LOSS (%) |
|---|---|---|---|---|---|---|---|---|---|
| A2M | a2 Milk Co Ltd/The | 5 | High | Medium | 17/02/2021 | 8.18 | 5.92 | -27.63 | |
| ALU | Altium Ltd | 3 | High | Medium | 25/05/2021 | 26.97 | 34.3 | 27.18 | |
| BHP | BHP Group Ltd | 9 | Moderate | Medium | 21/08/2019 | 34.72 | 48.37 | 3.20 | 48.53 |
| BVS | Bravura Solutions Ltd | 4 | High | Medium | 9/06/2021 | 3.52 | 3.77 | 7.1 | |
| CAR | carsales.com Ltd | 3 | High | Medium | 17/05/2021 | 17.47 | 19.65 | 12.48 | |
| CBA | Commonwealth Bank of Australia | 7 | Moderate | Long | 13/03/2020 | 59.88 | 104.82 | 3.54 | 80.96 |
| CSL | CSL Ltd | 4 | Moderate | Medium | 16/03/2021 | 262.79 | 302.9 | 15.26 | |
| CWN | Crown Resorts Ltd | 4 | High | Medium | 17/11/2020 | 9.69 | 12.2 | 25.9 | |
| HUB | HUB24 Ltd | 4 | Moderate | Medium | 7/04/2021 | 22.79 | 27.1 | 18.91 | |
| LLC | Lendlease Corp Ltd | 5 | Moderate | Medium | 4/05/2020 | 11.91 | 12.36 | 0.17 | 5.21 |
| MND | Monadelphous Group Ltd | 3 | High | Medium | 19/08/2020 | 9.89 | 9.56 | 0.53 | 2.02 |
| MP1 | Megaport Ltd | 3 | High | Medium | 22/09/2020 | 15.68 | 16.74 | 6.76 | |
| NAB | National Australia Bank Ltd | 7 | Moderate | Medium | 16/06/2020 | 18.27 | 26.86 | 1.29 | 54.08 |
| NCM | Newcrest Mining Ltd | 7 | Moderate | Medium | 12/08/2020 | 29.35 | 27.44 | 0.45 | -4.97 |
| NWH | NRW Holdings Ltd | 5 | High | Medium | 21/10/2019 | 2.31 | 1.5 | 0.05 | -32.9 |
| WHC | Whitehaven Coal Ltd | 4 | High | Short | 7/04/2021 | 1.62 | 2.04 | 25.93 | |
| XRO | Xero Ltd | 5 | Moderate | Long | 2/04/2020 | 93.09 | 137.16 | 47.34 | |
| Z1P | Zip Co Ltd | 5 | High | Medium | 14/07/2020 | 6.92 | 7.25 | 4.77 |
| Company code | STOCK NAME | WEIGHT(%) | RISK | TIME HORIZON | ENTRY DATE | ENTRY PRICE ($) | CLOSE PRICE ($) | DIVIDENDS ($) | GAIN / LOSS (%) |
|---|---|---|---|---|---|---|---|---|---|
| WHC | Whitehaven Coal Ltd | 2 | High | Short | 7/04/2021 | 1.62 | 2.04 | 25.93 | |
| CBA | Commonwealth Bank of Australia | 3 | Moderate | Long | 13/03/2020 | 59.88 | 101.33 | 3.54 | 75.13 |
| NAB | National Australia Bank Ltd | 3 | Moderate | Medium | 16/06/2020 | 18.27 | 26.6 | 1.29 | 52.65 |
| RHC | Ramsay Health Care Ltd | 4 | Moderate | Medium | 17/09/2020 | 67.64 | 63.57 | 0.69 | -5 |
| MFG | Magellan Financial Group Ltd | 3 | Moderate | Medium | 7/09/2020 | 58.12 | 48.95 | 1.28 | -13.58 |
| VUK | Virgin Money UK PLC | 4 | Moderate | Medium | 3/02/2021 | 2.62 | 3.49 | 33.21 | |
| EHL | Emeco Holdings Ltd | 3 | High | Medium | 18/03/2019 | 2.13 | 0.94 | -55.87 | |
| ALL | Aristocrat Leisure Ltd | 3 | Moderate | Medium | 14/07/2020 | 30.93 | 35.75 | 15.58 | |
| BPT | Beach Energy Ltd | 5 | Moderate | Medium | 11/12/2019 | 2.04 | 1.7 | 0.03 | -15.2 |
| AWC | Alumina Ltd | 5 | Moderate | Medium | 15/05/2020 | 1.52 | 1.69 | 0.10 | 17.76 |
| CBA | Commonwealth Bank of Australia | 3 | Moderate | Long | 16/03/2021 | 59.88 | 87.54 | 3.54 | 52.1 |
| OZL | OZ Minerals Ltd | 5 | Moderate | Medium | 10/03/2021 | 19.16 | 21.5 | 12.21 | |
| CGC | Costa Group Holdings Ltd | 3 | High | Medium | 17/02/2021 | 4.51 | 4.08 | 0.08 | -7.7 |
| S32 | South32 Ltd | 3 | Moderate | Medium | 8/02/2021 | 2.24 | 2.63 | 17.41 | |
| VOC | Vocus Communications | 3 | Moderate | Medium | 3/02/2021 | 3.45 | 4.18 | 21.16 | |
| BIN | Bingo | 5 | Moderate | Medium | 9/12/2020 | 2.71 | 2.6 | 0.02 | -3.32 |
| SGR | Star Entertainment Group | 4 | Moderate | Medium | 17/11/2020 | 3.15 | 3.76 | 19.37 | |
| WSA | Western Areas | 4 | Moderate | Medium | 10/11/2020 | 2.56 | 1.98 | -22.66 | |
| BVS | Bravura Solutions Ltd | 3 | High | Medium | 10/11/2020 | 4.5 | 3 | -33.33 | |
| APX | Appen | 3 | High | Medium | 10/11/2020 | 31.7 | 33.24 | 4.86 | |
| MQG | Macquaire Group | 3 | Moderate | Medium | 22/09/2020 | 123.38 | 120.26 | 2.11 | -0.82 |
Opinions for stocks held in the Growth Portfolio
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. Read moreFlagship Growth Portfolio – Amendments
We are tweaking two positions in the Flagship Growth Portfolio today Read moreFlagship 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). Read moreCommonwealth 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. Read moreCSL 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 Read moreCSL 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. Read moreWhitehaven 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. Read moreWhitehaven 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. Read moreWhy we think Altium remains a good bet
Yesterday, technology business Altium was sold off 7.5% to close at $34.30, an ~11% discount to the price they have rejected from suitor AutoDesk (ADSK US). Read moreActions for stocks held in the Growth Portfolio
CAR
UPDATED 17/06/2021 09:08
CBA
UPDATED 17/06/2021 09:05
CSL
UPDATED 17/06/2021 09:05
Z1P
UPDATED 16/06/2021 13:49
MM are adding to Z1P in the Flagship Growth Portfolio, allocating a further 2% around $7.20
Add To Hit List 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
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
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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