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 | 1y | 3y | 5y pa | ITD pa* |
---|---|---|---|---|---|---|
ACTIVE GROWTH | 3.96% | 10.71% | 4.45% | 12.86% | 14.33% | 13.33% |
ASX 200 ACCUMULATION | 2.36% | 8.17% | 11.81% | 12.33% | 12.26% | 9.74% |
VALUE ADD | +1.60% | +2.54% | (7.36%) | +0.53% | +2.07% | +3.59% |
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 | 33.29 | 5.48 | 0.27 | 53.30 |
APA | APA Group | 4 | Moderate | Medium | 12/12/2024 | 7.38 | 8.88 | 0.54 | 0.34 | 27.64 |
BHP | BHP Group | 8.5 | Moderate | Long | 27/08/2019 | 39.06 | 41.61 | 8.83 | -0.88 | 29.13 |
CSL | CSL Limited | 4 | Moderate | Medium | 09/07/2025 | 245.75 | 209.25 | -0.76 | -14.85 | |
EVN | Evolution Mining | 4 | Moderate | Medium | 20/05/2025 | 8.15 | 9.06 | 0.19 | 0.67 | 13.50 |
GMG | Goodman Group | 5 | Moderate | Medium | 21/02/2025 | 34.16 | 33.48 | 2.10 | -1.99 | |
GQG | GQG Partners | 3 | Moderate | Medium | 08/08/2025 | 1.75 | 1.74 | 0.04 | -1.42 | 1.71 |
HUB | HUB24 | 4 | Moderate | Medium | 05/03/2025 | 71.36 | 102.93 | 0.27 | 0.13 | 44.62 |
JHX | James Hardie Industries | 5 | High | Medium | 12/12/2024 | 51.22 | 29.93 | 1.35 | -41.57 | |
MGR | Mirvac Group | 5 | Moderate | Medium | 17/07/2024 | 2.08 | 2.34 | 0.09 | 1.74 | 16.83 |
MIN | Mineral Resources | 4 | High | Medium | 16/03/2023 | 44.12 | 37.10 | 0.34 | 0.84 | -15.14 |
NSR | National Storage REIT | 5 | Moderate | Medium | 11/08/2023 | 2.22 | 2.44 | 0.22 | 1.24 | 19.82 |
PDN | Paladin Energy | 4 | High | Medium | 06/06/2024 | 11.20 | 7.91 | 0.25 | -29.38 | |
SFR | Sandfire Resources | 3 | High | Medium | 07/04/2025 | 8.32 | 12.35 | 0.49 | 48.44 | |
SUL | Super Retail Group | 4 | Moderate | Medium | 06/12/2024 | 15.20 | 18.84 | 0.46 | 3.12 | 26.97 |
WBC | Westpac | 5 | Moderate | Medium | 21/02/2025 | 31.08 | 38.17 | 1.09 | 0.71 | 26.32 |
WHC | Whitehaven Coal | 4 | High | Medium | 15/11/2022 | 8.18 | 6.42 | 1.76 | -0.31 | 0.00 |
WOR | Worley | 5 | High | Medium | 08/05/2023 | 15.66 | 14.66 | 1.20 | 0.55 | 1.28 |
WTC | WiseTech Global | 4 | High | Medium | 20/05/2025 | 101.24 | 93.56 | -1.36 | -7.59 | |
XRO | Xero | 4 | Moderate | Medium | 18/07/2025 | 181.34 | 158.89 | 1.20 | -12.38 |
Company code | STOCK NAME | ACTIVITY | RISK | TIME HORIZON | EXIT DATE | ENTRY PRICE ($) | CLOSE PRICE ($) | DIVIDENDS ($) | GAIN / LOSS (%) |
---|---|---|---|---|---|---|---|---|---|
MQG | Macquarie Group | Sold 6% position | Moderate | Medium | 04/08/2025 | 224.33 | 212.27 | 6.88 | -2.3 |
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
APA Group (APA) $8.75
Mirvac Group (MGR) $2.28
MGR fell 2.6% on Wednesday, outpacing the real estate sector's 2.4% decline. We continue to believe the real estate sector will benefit from another 1 or 2 rate cuts by the RBA. Still, we can see ourselves reducing our overall exposure if/when the sector enjoys a push to fresh 2025 highs into Christmas. Read moreSuper Retail Group Ltd (SUL) $18.57
SUL posted record annual revenue of $4.1bn and beat full-year profit expectations in August, after sales improved through the second half. Importantly, recent trading activity highlighted improving sales momentum into 1H26 for the key Supercheap Auto business. Similar to HVN, post-result, the stocks' PT was raised in the region of 20-40%, arguably a bit late after the stock had already popped. Read moreMineral Resources (MIN) $36.87
MIN -1.55%: Reported its FY25 numbers on an overall weak day for iron ore stocks and especially lithium names with IGO Ltd (IGO) -4.67%, and Lion town (LTR) -3.8%. Read morePaladin Energy Ltd (PDN) $7.28
PDN -3.06%: Slipped on its FY25 earnings today, although we note it was an overall weak session for the sector with Deep Yellow (DYL) -3.39% Boss Energy (BOE) -5.96%. Compared to recent times a very quiet day following a report from PDN, illustrating it contained no real surprises. Read moreAPA Group (APA) v AGL Energy (AGL)
These two utility stocks have recently reported very different results: over the last month, APA has advanced +5.2% while AGL has retreated 16.1%. Read moreWorley Ltd (WOR) $14.00
WOR +11.02%: soared today as the market looked through the FY25 numbers to the years ahead. The company is targeting higher revenue growth in FY26 than in FY25. WOR also intends to focus on costs, with AI and technology enabling it to adopt a sharper focus on overheads. Read moreAPA Group (APA) $8.85
APA delivered a solid FY25 result on Wednesday with earnings at the top of guidance, and marginally above consensus. Read moreGoodman Group (GMG) $35.62
GMG -1.44%: Reversed lower on Thursday after encountering some profit-taking into new highs. Full-year operating profit matched expectations, although their FY26 outlook felt a touch conservative, but they do like to upgrade. Read moreActions for stocks held in the Growth Portfolio
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