Austock portfolio versus the model portfolio update as at 14 May 2012

Austock portfolio versus model 14 May 2012

So, its been sometime since I updated the status of the two portfolios, and with almost two months to go (6th July 2012 is the finish date), it’s not looking good for both the Austock and model portfolios. Read more of this post

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Austock portfolio versus my model portfolio update (as at 31st March 2012)

Austock portfolio versus model As at the end of March 2012, The model portfolio is beating the Austock portfolio by over 6%, and also beating the ASX 200 Accumulation Index by 1.4%. The Austock portfolio continues to underperform the Accumulation Index by 4.8%.

19 of the stocks in the model portfolio (out of 30 stocks) are beating the accumulation index, while the Austock portfolio has less than half (14 / 30) of its stocks beating the index.

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Austock portfolio versus my model portfolio update (as at 7th March 2012)

Austock portfolio versus model 7 Mar 2012  As at 7th March 2012, the model portfolio is outperforming both the ASX/S&P 200 Accumulation index and the Austock portfolio. The Austock portfolio continues to under-perform the market – down by 8.92%, compared to the Index at -6.57%. My model portfolio has 17 stocks out of 30 that are beating the index, compared to the Austock portfolio, which only has 14 stocks beating the index.

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Austock portfolio versus my model portfolio update (as at 31st Jan 2012)

Austock portfolio versus model 31 Jan 2012

Six months (the half way mark)  are up since I started the challenge of a model portfolio I picked in five minutes, versus Austock’s list of preferred stocks (at 6th July 2011). My model portfolio is comfortably beating Austock’s preferred stocks by more than 5%, and also outperforming the ASX 200 Accumulation Index by 0.8%. Had you followed Austock’s recommendations, you’d now be facing an un-realised loss of $29,181, compared to a loss of $12,836 if you had followed my tips.

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Austock portfolio versus my model portfolio update (as at 31st Dec 2011)

So, five months are almost up since I started the challenge of a model portfolio I picked in five minutes versus Austock’s list of preferred stocks (at 6th July 2011). My model portfolio is comfortably beating Austock’s preferred stocks by more than 4%. Sadly, the model portfolio is lagging the ASX 200 Accumulation index by 1%.

Austock portfolio versus model 31 Dec 2011

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Austock portfolio versus my model portfolio update (as at 2nd Dec 2011)

Austock portfolio versus model 2 Dec 2011Its been a while since I gave an update on the performance of my model portfolio versus a selection of stocks made by Austock. This is mainly due to me being exceptionally busy rather than not wanting to provide an update. In the last update on 28th Oct 2011, the model portfolio was lagging behind the ASX200 accumulation index by almost 3%, but still 2.4% ahead of the Austock portfolio. In the latest update – see picture above, my model portfolio is now leading the Austock portfolio by over 4%, and trailing the Accumulation Index by less than 1%. Performance is still not that good when you consider that my return since 6th July is  down 6.4%. I would’ve been better-off putting the cash in the bank. Having said that, the Austock portfolio is down more than 10% since July 2011.

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Austock portfolio versus my model portfolio update (as at 28 Oct 2011)

Austock portfolio versus model 28 Oct 2011The Stock market volatility continues and the performance of both my model portfolio and the Austock portfolio also continue to lag behind the ASX 200 Accumulation index. As I’ve mentioned before, this is not a sprint, but a marathon, so performance over twelve months counts. Performance over four months means we are only a third of the way through our journey. Read more of this post

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