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 | 2.10% | 8.31% | 2.46% | 14.30% | 13.39% | 12.46% |
ASX 200 ACCUMULATION | 1.41% | 9.50% | 13.81% | 13.56% | 11.85% | 9.55% |
VALUE ADD | +0.69% | (1.19%) | (11.33%) | +0.74% | +1.54% | +2.91% |
CODE | NAME | WEIGHT (%) | RISK | TERM | BUY DATE | BUY PRICE ($) | LAST PRICE ($) | DIVIDENDS ($) | DAILY CHANGE (%) | GAIN / LOSS (%) |
---|---|---|---|---|---|---|---|---|---|---|
ANZ | ANZ Bank | 6 | Moderate | Long | 08/02/2023 | 25.29 | 30.21 | 5.48 | 1.07 | 41.12 |
APA | APA Group | 4 | Moderate | Medium | 12/12/2024 | 7.38 | 8.34 | 0.24 | 0.85 | 16.26 |
BHP | BHP Group | 8.5 | Moderate | Long | 27/08/2019 | 39.06 | 37.05 | 8.83 | 1.31 | 17.46 |
CAR | CAR Group | 4 | High | Medium | 12/03/2025 | 34.45 | 37.05 | 0.4675 | 0.60 | 8.90 |
EVN | Evolution Mining | 4 | Moderate | Medium | 20/05/2025 | 8.15 | 7.89 | 1.22 | -3.19 | |
GMG | Goodman Group | 5 | Moderate | Medium | 21/02/2025 | 34.16 | 34.45 | 0.76 | 0.85 | |
HUB | HUB24 | 5 | Moderate | Medium | 05/03/2025 | 71.36 | 88.62 | 0.3429 | 0.07 | 24.67 |
JHX | James Hardie Industries | 5 | High | Medium | 12/12/2024 | 51.22 | 43.36 | 6.34 | -15.35 | |
MQG | Macquarie Group | 5 | Moderate | Medium | 07/11/2024 | 224.33 | 228.25 | 6.88 | 0.79 | 4.81 |
MGR | Mirvac Group | 5 | Moderate | Medium | 17/07/2024 | 2.08 | 2.25 | 1.35 | 8.17 | |
MIN | Mineral Resources | 4 | High | Medium | 16/03/2023 | 44.12 | 22.37 | 0.34 | 2.85 | -48.53 |
NSR | National Storage REIT | 5 | Moderate | Medium | 11/08/2023 | 2.22 | 2.36 | 0.12 | 1.51 | 11.71 |
PDN | Paladin Energy | 4 | High | Medium | 06/06/2024 | 15.16 | 7.84 | -1.51 | -48.28 | |
SFR | Sandfire Resources | 3 | High | Medium | 07/04/2025 | 8.32 | 11.31 | 1.71 | 35.94 | |
SUL | Super Retail Group | 4 | Moderate | Medium | 06/12/2024 | 15.20 | 14.49 | 0.46 | 1.05 | -1.64 |
WBC | Westpac | 5 | Moderate | Medium | 21/02/2025 | 31.08 | 33.91 | 1.09 | 0.12 | 12.61 |
WHC | Whitehaven Coal | 4 | High | Medium | 15/11/2022 | 8.18 | 5.66 | 1.67 | 2.72 | -10.39 |
WOR | Worley | 5 | High | Medium | 08/05/2023 | 15.66 | 12.97 | 0.95 | 0.93 | -11.11 |
WTC | WiseTech Global | 4 | High | Medium | 20/05/2025 | 101.24 | 108.88 | 0.82 | 7.55 |
Company code | STOCK NAME | ACTIVITY | RISK | TIME HORIZON | EXIT DATE | ENTRY PRICE ($) | CLOSE PRICE ($) | DIVIDENDS ($) | GAIN / LOSS (%) |
---|---|---|---|---|---|---|---|---|---|
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
Mirvac Group Ltd (MGR) $2.22
MGR has been a strong performer through 2025, gaining over +18%, although it underperformed the main board through the last few weeks pullback. By definition if we are correct and the ASX200 pushes to fresh highs into Christmas this bodes well for MGR. Read moreANZ Group Ltd (ANZ) $28.21
ANZ was downgraded to a "sell" on Monday by UBS, with some of the risk being placed at the doorstep of the new CEO, Nuno Matos, who started in May. Read moreActive Growth Portfolio – Amendments
We are making 3 changes to the Active Growth Portfolio today Read moreWhitehaven Coal (WHC) $5.77
This predominantly Met Coal miner has bounced over 35% from its April low although similar to the underlying commodity the trend is still down. The company is delivering operationally, and is on track to meet FY25 guidance; the stock needs the Met Coal price to bounce, or at least stabilise. Read morePaladin Energy Ltd (PDN) $7.28
We have also covered PDN at length through 2025 although this sector and market laggard hasn’t been listening with the stock down ~4% year-to-date. Again, we can see a huge short squeeze in the offing with well over 15% of PDN held short, to put things into perspective this could take two months to cover. Read moreMirvac Group (MGR) $2.38
MGR has been a stellar performer in 2025 having already advanced +25% and we’re not even half-way through the year. Read moreNational Storage REIT (NSR) $2.43
NSR FY25 results will be released in August, and with higher occupancy levels and an increase in net asset value (NAV) due to lower capitalisation rates, a “beat” wouldn’t surprise MM. Read moreAPA 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 moreActions for stocks held in the Growth Portfolio
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