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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 1y 3y 5y pa ITD pa*
ACTIVE GROWTH 1.76% -6.27% -4.93% 7.21% 13.63% 11.87%
ASX 200 ACCUMULATION 3.62% -3.69% 7.70% 7.18% 12.14% 9.06%
VALUE ADD (1.86%) (2.58%) (14.72%) +0.03% +1.49% +2.81%
* Inception date 10/05/2016
Portfolio Holdings trade now
CODE NAME WEIGHT (%) RISK TERM BUY DATE BUY PRICE ($) LAST PRICE ($) DIVIDENDS ($) DAILY CHANGE (%) GAIN / LOSS (%)
ANZ ANZ Bank 6 Moderate Long 08/02/2023 25.29 28.88 5.48 -0.62 35.86
APA APA Group 4 Moderate Medium 12/12/2024 7.38 8.22 0.24 0.37 14.63
BHP BHP Group 7.5 Moderate Long 27/08/2019 39.63 38.45 8.83 -0.49 19.30
CAR CAR Group 4 High Medium 12/03/2025 34.45 35.70 0.4675 -0.36 4.99
EVN Evolution Mining 4 Moderate Medium 20/05/2025 8.15 8.79 0.00 7.85
GMG Goodman Group 5 Moderate Medium 21/02/2025 34.16 32.96 0.86 -3.51
HUB HUB24 5 Moderate Medium 05/03/2025 71.36 81.40 0.3429 0.47 14.55
JHX James Hardie Industries 5 High Medium 12/12/2024 51.22 35.15 -1.98 -31.37
MQG Macquarie Group 5 Moderate Medium 07/11/2024 224.33 209.99 6.88 0.00 -3.33
MGR Mirvac Group 5 Moderate Medium 17/07/2024 2.08 2.30 3.14 10.58
MIN Mineral Resources 4 High Medium 16/03/2023 44.12 22.45 0.34 -5.47 -48.35
NSR National Storage REIT 5 Moderate Medium 11/08/2023 2.22 2.31 0.12 1.32 9.46
PDN Paladin Energy 4 High Medium 06/06/2024 15.16 6.46 2.54 -57.39
SFR Sandfire Resources 4 High Medium 07/04/2025 8.32 11.62 2.29 39.66
SUL Super Retail Group 4 Moderate Medium 06/12/2024 15.20 14.11 0.46 -0.07 -4.14
WBC Westpac 5 Moderate Medium 21/02/2025 31.08 31.47 1.09 -0.98 4.76
WHC Whitehaven Coal 4 High Medium 15/11/2022 8.18 5.68 1.67 2.71 -10.15
WOR Worley 5 High Medium 08/05/2023 15.66 13.01 0.95 0.39 -10.86
WTC WiseTech Global 4 High Medium 20/05/2025 101.24 107.50 0.40 6.18
XRO Xero 4 Moderate Long 02/04/2020 101.29 184.81 0.68 82.46
Portfolio cash position: 6.5%
Recent Sales trade now
Company code STOCK NAME ACTIVITY RISK TIME HORIZON EXIT DATE ENTRY PRICE ($) CLOSE PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
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
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Opinions for stocks held in the Growth Portfolio

Paladin Energy (PDN) $6.31

Monday saw the Australian uranium miners latch onto Trumps very bullish rhetoric towards nuclear energy, as he looks to accelerate the construction of nuclear power plants. At MM, we’ve steadfastly stuck with our positive outlook towards the uranium sector, which has paid off with our international holdings, but local names have endured a shocking year.

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Goodman Group (GMG) $32.84

The GMG share price has endured a tough year after raising $4bn at $33.50 in February for data centre (DC) expansion, investors who bought into the raise are still down 2%. We remain fans of GMG’s industrial business and the future demand for data centres, and we remind subscribers that the recent capital raise is only ~6% of the company's current significant $67bn market capitalisation.

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Evolution Mining (EVN) $9.07

Gold and copper miner EVN advanced 3.4% on Monday, taking the stock to fresh all-time highs and up +88% year-to-date. Considering our bullish outlook towards both copper and gold, and EVN’s strong operational execution,  MM is not considering taking a profit from our EVN position in the near future.

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NEXTDC Ltd (NXT) $13.06

NXT plunged almost 50% from its 2024 highs as the original major ASX Data Centre (DC) player found itself fighting for investors and potentially funds as GMG and DGT provided new local competition in the space. The risk continues to hang over NXT of another capital raise as they race to maintain their expansion plans; the company already executed two in 2024 and one in 2023, with DC expansion being a capital intensive operation.

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Evolution Mining (EVN) $8.67

EVN has been our preferred vehicle for playing the gold space with a copper twist over the last few years, and it has looked after us nicely, although in hindsight, we took profit too early in April.

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ANZ Group (ANZ) $28.85

ANZ traded ex-dividend 83c part franked earlier this month, with its next offering for yield-hungry investors not due until November. With the RBA set to cut interest rates down towards 3%, ANZ’s yield of more than 6% will be very attractive to investors moving forward.

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Macquarie Group Ltd (MQG) $210.26

MQG has been a slight laggard so far this year due to a few operational issues across the group concerning investors but it’s currently a rarity in the group trading on the cheaper side compared to recent years.

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Actions for stocks held in the Growth Portfolio

EVN
UPDATED 27/05/2025 09:57
MM is long and bullish EVN
Add To Hit List
PDN
UPDATED 27/05/2025 09:57
MM is long and bullish PDN
Add To Hit List
GMG
UPDATED 27/05/2025 09:56
MM is long and bullish GMG
Add To Hit List
NXT
UPDATED 27/05/2025 09:56
MM is cautiously bullish towards NXT
Add To Hit List
EVN
UPDATED 22/05/2025 10:14
MM is long and bullish on EVN into the EOFY
Add To Hit List
ANZ
UPDATED 22/05/2025 10:13
MM is long and bullish towards the ANZ Group
Add To Hit List
MQG
UPDATED 22/05/2025 10:13
MM is long and bullish towards the MQG
Add To Hit List
JHX
UPDATED 21/05/2025 17:20
MM remains long JHX for now
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BHP
UPDATED 21/05/2025 10:51
MM is bullish BHP, though we are questioning our position in the Income Portfolio
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XRO
UPDATED 20/05/2025 17:03
MM is bullish towards XRO
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