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 | 4.46% | 2.07% | -1.13% | 10.30% | 13.53% | 12.30% |
ASX 200 ACCUMULATION | 4.20% | 4.32% | 14.45% | 9.24% | 12.11% | 9.48% |
VALUE ADD | +0.26% | (2.25%) | (15.58%) | +1.06% | +1.42% | +2.82% |
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 | 29.63 | 5.48 | -0.54 | 38.83 |
APA | APA Group | 4 | Moderate | Medium | 12/12/2024 | 7.38 | 8.40 | 0.24 | 0.96 | 17.07 |
BHP | BHP Group | 7.5 | Moderate | Long | 27/08/2019 | 39.63 | 37.34 | 8.83 | -2.61 | 16.50 |
CAR | CAR Group | 4 | High | Medium | 12/03/2025 | 34.45 | 35.95 | 0.4675 | -1.72 | 5.71 |
EVN | Evolution Mining | 4 | Moderate | Medium | 20/05/2025 | 8.15 | 9.20 | 5.50 | 12.88 | |
GMG | Goodman Group | 5 | Moderate | Medium | 21/02/2025 | 34.16 | 33.98 | 0.21 | -0.53 | |
HUB | HUB24 | 5 | Moderate | Medium | 05/03/2025 | 71.36 | 81.45 | 0.3429 | -1.84 | 14.62 |
JHX | James Hardie Industries | 5 | High | Medium | 12/12/2024 | 51.22 | 40.21 | -0.91 | -21.50 | |
MQG | Macquarie Group | 5 | Moderate | Medium | 07/11/2024 | 224.33 | 212.83 | 6.88 | -0.37 | -2.06 |
MGR | Mirvac Group | 5 | Moderate | Medium | 17/07/2024 | 2.08 | 2.37 | -1.25 | 13.94 | |
MIN | Mineral Resources | 4 | High | Medium | 16/03/2023 | 44.12 | 23.90 | 0.34 | 0.84 | -45.06 |
NSR | National Storage REIT | 5 | Moderate | Medium | 11/08/2023 | 2.22 | 2.43 | 0.12 | -0.41 | 14.86 |
PDN | Paladin Energy | 4 | High | Medium | 06/06/2024 | 15.16 | 6.30 | -2.78 | -58.44 | |
SFR | Sandfire Resources | 4 | High | Medium | 07/04/2025 | 8.32 | 11.32 | -0.88 | 36.06 | |
SUL | Super Retail Group | 4 | Moderate | Medium | 06/12/2024 | 15.20 | 14.01 | 0.46 | -1.89 | -4.80 |
WBC | Westpac | 5 | Moderate | Medium | 21/02/2025 | 31.08 | 33.36 | 1.09 | 0.03 | 10.84 |
WHC | Whitehaven Coal | 4 | High | Medium | 15/11/2022 | 8.18 | 5.65 | 1.67 | -1.22 | -10.51 |
WOR | Worley | 5 | High | Medium | 08/05/2023 | 15.66 | 13.47 | 0.95 | 1.97 | -7.92 |
WTC | WiseTech Global | 4 | High | Medium | 20/05/2025 | 101.24 | 105.39 | -2.42 | 4.10 | |
XRO | Xero | 4 | Moderate | Long | 02/04/2020 | 101.29 | 188.70 | -0.43 | 86.30 |
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 |
Opinions for stocks held in the Growth Portfolio
National Storage REIT (NSR) $2.43
APA Group (APA) $8.35
We have looked at APA a number of times in the last year, but after carrying an unwavering bullish outlook through 2025, we are slowly starting to temper that view as the stock approaches our target area. Read moreANZ Group (ANZ) $29.36
ANZ is our top pick in the banking sector on relative valuation grounds, trading at a material discount to peers, while offering a higher yield that compares favourably to its own historical trends, and importantly, provides a meaningful margin over 10-year bond yields. Read moreEvolution Mining (EVN) $9.12
Gold and copper miner EVN advanced 3% on Monday, taking the stock to fresh all-time highs and up +90% year-to-date. Considering our bullish outlook on copper and gold, MM is again not considering taking a profit from our EVN position in the short term. Read moreWhitehaven Coal (WHC) $5.68
WHC has bounced over 30% from its April low although we are conscious that we saw two such a moves in 2024, both of which ultimately failed. Importantly the company delivered a strong March quarter, in April, tracking toward full-year guidance for FY25. Read moreMineral Resources (MIN) $22.50
MIN declined 5.5% after it cut Onslow iron ore guidance by ~8%, the stocks resilience suggests it was no great surprise. Plus other stocks with lithium exposure such as IGO Ltd (IGL) and Liontown (LTR) also struggled. Read moreGoodman Group (GMG) $32.96
There were no headline surprises from GMG when it reaffirmed guidance on Wednesday and we initially thought it might disappoint a market that’s used to plenty of upgrades from Greg Goodman & Co., and the stock did initially dip ~50c. Read morePaladin 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. Read moreGoodman 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. Read moreActions for stocks held in the Growth Portfolio
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