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Active Growth Portfolio

For those seeking an active approach to investing in large cap ASX stocks

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About the Active Growth Portfolio
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13.10% PA since inception

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 6m 1y 3y pa ITD pa*
ACTIVE GROWTH 3.26% -2.01% 0.50% 6.48% 11.86% 13.10%
ASX 200 ACCUMULATION 4.57% 5.11% 7.32% 15.17% 11.44% 9.80%
VALUE ADD (1.31%) (7.12%) (6.82%) (8.69%) +0.42% +3.30%
* Inception date 10/05/2016
Portfolio Holdings trade now
CODE NAME WEIGHT (%) RISK TERM BUY DATE BUY PRICE ($) LAST PRICE ($) DIVIDENDS ($) DAILY CHANGE (%) GAIN / LOSS (%)
ANZ ANZ Bank 6 Moderate Long 08/02/2023 25.29 29.16 4.40 1.53 32.70
APA APA Group 4 Moderate Medium 12/12/2024 7.38 7.81 0.24 -0.64 9.08
BHP BHP Group 9.5 Moderate Long 27/08/2019 39.63 39.13 11.18 -1.09 26.95
CAR CAR Group 4 High Medium 12/03/2025 34.45 33.68 0.4675 1.69 -0.88
EVN Evolution Mining 3 Moderate Medium 1/12/2022 2.94 6.88 0.25 2.69 142.52
GMG Goodman Group 5 Moderate Medium 21/02/2025 34.16 31.59 2.80 -7.52
HUB HUB24 3 Moderate Medium 05/03/2025 75.58 72.07 0.3429 4.77 -4.19
ILU Iluka Resources 4 High Medium 30/10/2024 6.02 4.20 .06 -0.94 -29.24
JHX James Hardie Industries 4 High Medium 12/12/2024 54.30 46.43 -4.78 -14.49
MQG Macquarie Group 5 Moderate Medium 07/11/2024 224.33 201.79 2.39 3.81 -8.98
MGR Mirvac Group 5 Moderate Medium 17/07/2024 2.08 2.11 1.44 1.44
MIN Mineral Resources 4 High Medium 16/03/2023 44.12 23.39 0.34 -2.05 -46.21
NSR National Storage REIT 5 Moderate Medium 11/08/2023 2.22 2.14 0.12 1.90 1.80
NXT NEXTDC 5 Moderate Medium 10/10/2024 17.06 13.21 2.80 -22.57
PDN Paladin Energy 4 High Medium 06/06/2024 15.16 6.83 1.19 -54.95
SFR Sandfire Resources 4 High Medium 18/05/2023 6.44 11.51 2.31 78.73
SUL Super Retail Group 4 Moderate Medium 06/12/2024 15.20 13.25 0.46 1.61 -9.80
WBC Westpac 5 Moderate Medium 21/02/2025 31.08 30.61 1.63 -1.51
WHC Whitehaven Coal 5 High Medium 15/11/2022 8.18 5.88 1.67 1.91 -7.70
WOR Worley 4 High Medium 08/05/2023 15.66 14.90 0.95 -0.60 1.21
XRO Xero 4 Moderate Long 02/04/2020 101.29 159.40 1.99 57.37
Portfolio cash position: 3.5%
Recent Sales trade now
Company code STOCK NAME ACTIVITY RISK TIME HORIZON EXIT DATE ENTRY PRICE ($) CLOSE PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
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
CAR CAR Group (CAR) Sold 4% position Moderate Medium 06/12/2024 33.13 40.1 0.47 22.5
MFG Magellan Financial Group Sold 4% position Moderate Medium 06/12/2024 9.15 11.22 0.43 27.3
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

Mineral Resources (MIN) $23.88

MIN got smacked ~13% on the open again on Wednesday after the crash of an iron ore truck, which caused haulage on its Onslow iron Haul Road to be paused for a couple of days.

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BHP Group (BHP) $39.56

BHP Group unified its share structure in January 2022, simplifying its corporate structure by consolidating its dual-listed company on the Australian Securities Exchange (ASX). Shareholders of BHP Plc (UK-listed) received BHP Limited (ASX) shares at a 1:1 exchange ratio.

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BHP vs RIO

First off this morning, we’ve considered whether MM still prefers BHP Group (BHP) over RIO Tinto (RIO) as talk around the potential end to RIO’s dual listing gathers momentum – so far in 2025, RIO is up +1.8%, and BHP group (BHP) +0.2% while both have also paid healthy dividends.

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Iluka Resources Ltd (ILU) $4.24

This rare earths/mineral sands business has struggled in line with the Chinese property market; we’re glad we didn't go long until late 2024. Any recovery in China's embattled property market feels more like an oil tanker in terms of how quickly it may recover, especially compared to the EV story.

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Mineral Resources (MIN) $23.88

MIN –3.94%: Another wild session for Min Res down 12% early before recovering 2/3rds of the decline. The issue today was a sixth jumbo road train crash on the 17th March (reported today) with a truck losing its 2 back trailers and spilling Ore.

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Iluka Resources Ltd (ILU) $4.22

Iluka (ILU) rallied +3.2% on Monday, with the rare earth/mineral sands business enjoying returning optimism towards China. ILU remains a leveraged demand story, primarily around China's beleaguered property market.

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Actions for stocks held in the Growth Portfolio

ILU
UPDATED 20/03/2025 09:09
MM is cautiously bullish toward ILU
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MIN
UPDATED 20/03/2025 09:09
MM is long and cautiously bullish MIN
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BHP
UPDATED 20/03/2025 09:06
MM is long and bullish BHP
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MIN
UPDATED 19/03/2025 16:59
MM is remaining patiently long MIN
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MIN
UPDATED 18/03/2025 09:28
MM is long and cautiously bullish MIN
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BHP
UPDATED 18/03/2025 09:28
MM is long and bullish BHP
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SFR
UPDATED 18/03/2025 09:28
MM is long and bullish SFR short-term
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ILU
UPDATED 18/03/2025 09:28
MM is cautiously bullish toward ILU
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EVN
UPDATED 14/03/2025 08:57
MM is cautiously long and bullish EVN
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APA
UPDATED 13/03/2025 10:06
MM is long and bullish APA
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