High Conviction Portfolio Performance
High Conviction Portfolios – Outperforming Benchmarks
Mainstreet manages three high conviction, ten stock portfolios, selected specifically from the ASX 200. The three portfolios have a differing investment objective targeting Income, Growth and a mix of income and growth (Balanced) return objectives.
Utilising the collective experience of our investment team, we combine our decades of professional knowledge and experience in qualitative research in combination with Skaffold’s quantitative system of Stock Quality, Performance and Safety Margin and Portfolio Builders ability to actively monitor each stock, in each portfolio and the market for potential undervalued stocks to provide a superior return relative to our selected benchmarks.
The table below displays the performance of our three portfolios since inception (31/12/2016) as well as a rolling 12-month performance – all-inclusive of dividends. As highlighted below, all three portfolios have been performing well and have significantly outperformed their relative benchmarks.
The Growth portfolio has outperformed the market by 9.8% over the last twelve months and by 11.7% since inception.
Although both the Income and Balanced portfolios have outperformed their benchmarks by 2.6% and 2.9% respectively over the last 12 months. Since inception, the Income portfolio has outperformed the benchmark by an impressive 7.5% and the Balanced portfolio by a modest 3.5% respectively.
*Inception date: 31/12/2016
Our High Conviction portfolios are available to our Platinum subscribers whom have access to a monthly portfolio report. The report itself includes but not limited to portfolio performance, stock selection and market insights.
Alternatively, you can build your own portfolio utilising the combination of Skaffold and Portfolio Builder research tools.