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 Details of Portfolio Results 

75% Growth Portfolio

 

This portfolio has increased in value over the quarter from the initial balance on July 4th of $10,000 to $11,265.  We will compare the progress of this portfolio with the Q Super Balanced Fund, and the SuperRatings Growth Index.  Over this quarter our 75% growth portfolio has performed well.  It's performance is reported after all fund manager, portfolio administration and wrap fees.

50% Growth Portfolio

 

This portfolio has increased in value over the quarter from the initial balance on July 4th of $10,000 to $10,940.  We will compare the progress of this portfolio with the Q Super Cash Plus Fund, and the SuperRatings Growth Index.  The Q Super Cash Plus fund is the closest Q Super fund in asset allocation to a 50% growth allocation, it has a 37.5% growth allocation.  Over this quarter our 50% growth portfolio has performed strongly.  It's performance is reported after all fund manager and wrap fees.

Regular Investment Portfolio

 

This portfolio has been in place for 9 months now.  The first bar (blue) of each graph represents the amount of money contributed to the portfolio.  The second bar (maroon) represents the current value of the portfolio.  As good Queenslanders we expect that over time the maroon bar will continue to outpace the blue bar! The third bar (light yellow) represents the investment growth in the portfolio.  It is worth noting that after the first three months this portfolio was showing a negative investment return.  However, after nine months this has started to turn around.

Scott Francis' articles in the Eureka Report 

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

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