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 | 6M | 1y | 3y | 5y pa | ITD pa* |
|---|---|---|---|---|---|---|---|
| ACTIVE GROWTH | -0.74% | 6.05% | 14.81% | 0.85% | 14.76% | 14.66% | 13.31% |
| ASX 200 ACCUMULATION | -0.78% | 4.71% | 14.66% | 10.56% | 15.17% | 12.98% | 9.82% |
| VALUE ADD | +0.04% | +1.34% | +0.15% | (9.71%) | (0.41%) | +1.68% | +3.49% |
| 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 | 37.10 | 5.48 | 0.68 | 68.37 |
| APA | APA Group | 4 | Moderate | Medium | 12/12/2024 | 7.38 | 9.20 | 0.54 | 0.44 | 31.98 |
| BHP | BHP Group | 8.5 | Moderate | Long | 27/08/2019 | 39.06 | 43.34 | 10.14 | -0.46 | 36.92 |
| CSL | CSL Limited | 5 | Moderate | Medium | 09/07/2025 | 239.65 | 177.86 | 2.48 | -15.87 | -24.75 |
| GMG | Goodman Group | 5 | Moderate | Medium | 21/02/2025 | 34.16 | 33.92 | -1.22 | -0.70 | |
| GQG | GQG Partners | 3 | Moderate | Medium | 08/08/2025 | 1.75 | 1.63 | 0.04 | 0.62 | -4.57 |
| HUB | HUB24 | 4 | Moderate | Medium | 05/03/2025 | 71.36 | 115.20 | 0.73 | 1.19 | 62.46 |
| JHX | James Hardie Industries | 5 | High | Medium | 12/12/2024 | 51.22 | 34.15 | 0.00 | -33.33 | |
| MGR | Mirvac Group | 5 | Moderate | Medium | 17/07/2024 | 2.08 | 2.44 | 0.09 | 0.83 | 21.63 |
| MIN | Mineral Resources | 4 | High | Medium | 16/03/2023 | 44.12 | 42.15 | 0.34 | -6.19 | -3.69 |
| NEM | Newmont Corporation | 3 | High | Medium | 28/10/2025 | 118.51 | 118.18 | -4.07 | -0.28 | |
| NSR | National Storage REIT | 5 | Moderate | Medium | 11/08/2023 | 2.22 | 2.42 | 0.22 | 0.00 | 18.92 |
| PDN | Paladin Energy | 4 | High | Medium | 06/06/2024 | 11.20 | 8.04 | -4.40 | -28.21 | |
| SFR | Sandfire Resources | 3 | High | Medium | 07/04/2025 | 8.32 | 15.46 | -3.56 | 85.82 | |
| SUL | Super Retail Group | 4 | Moderate | Medium | 06/12/2024 | 15.20 | 16.83 | 1.37 | 1.32 | 19.74 |
| WBC | Westpac | 5 | Moderate | Medium | 21/02/2025 | 31.08 | 39.50 | 1.09 | 1.00 | 30.60 |
| WHC | Whitehaven Coal | 4 | High | Medium | 15/11/2022 | 8.18 | 7.07 | 1.85 | -0.84 | 9.05 |
| WOR | Worley | 5 | High | Medium | 08/05/2023 | 15.66 | 14.30 | 1.20 | -1.65 | -1.02 |
| WTC | WiseTech Global | 5 | High | Medium | 20/05/2025 | 95.00 | 71.52 | 0.16 | -15.88 | -24.55 |
| XRO | Xero | 5 | Moderate | Medium | 18/07/2025 | 171.18 | 153.78 | 1.06 | -10.16 |
| Company code | STOCK NAME | ACTIVITY | RISK | TIME HORIZON | EXIT DATE | ENTRY PRICE ($) | CLOSE PRICE ($) | DIVIDENDS ($) | GAIN / LOSS (%) |
|---|---|---|---|---|---|---|---|---|---|
| EVN | Evolution Mining | Sold 4% position | High | Long | 16/09/2025 | 8.15 | 9.44 | 0.19 | 18.2 |
| 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
Mineral Resources Ltd (MIN) $44.93
We’ve included MIN this morning as we hold the miner in our Active Growth Portfolio, but it only generated ~13% of its revenue from Li in FY25. MIN has placed its Bald Hill lithium mine in Western Australia under care and maintenance, but like a number in space, it can ramp up production if prices justify, with substantial lithium production capacity from ongoing expansions at Wodgina and Mt Marion. Read moreActive Growth Portfolio – Amendment
We are adding to two positions in the growth portfolio. Read moreWhitehaven Coal (WHC) $6.98
WHC -0.43% traded in a big range, though closed only mildly lower after posting a softer first-quarter production update, with weaker volumes and lower realised prices offsetting modest sales growth. Read moreXero Ltd (XRO) $154.38
While primarily a cloud accounting software business, Xero has been embedding AI features (bank‑reconciliation predictions, forecasting, analytics) into its platform. Read moreGoodman Group (GMG) $33.76
GMG is known as one of Australia’s largest industrial property and logistics real-estate players, however, they are now making a substantial strategic shift into the data-centre / digital infrastructure business. Read moreMirvac (MGR) $2.40
MGR-0.83% reported a solid start to FY26, highlighting resilience across its residential, development, and investment divisions. Read moreHUB24 (HUB) $118.59
Evolution Mining (EVN)
EVN –2.89%: Reported a steady first quarter, with output slightly softer across most assets – Cowal (-5.3%), Ernest Henry (-5.6%), and Red Lake (-6.3%) – though this was partly offset by Mungari (+2.6%), which continues to perform well. Read morePaladin Energy (PDN) $9.62
PDN +9.57%: Delivered a clean September quarter update that reaffirmed confidence in their operations. The update was well received by the market which has been waiting for positive signs at the Langer-Heinrich operation after a number of operational setbacks over the past 12 months. Read moreActions for stocks held in the Growth Portfolio
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