The SMSF Balanced Portfolio finds the balance between growth and income. What if you could find stocks that have capital growth as well as income! At VectorVest, we have seen that stocks in the range between $1 to $5 have had some of the most explosive growth in in recent years as depicted by this portfolio. Below are some of the key mechanics of the SMSF Balanced Portfolio:
- 5 Positions in total at any time
- The stocks being found have a Dividend Yield of at least 2% or higher
- Less than 8 trades a year on average
- Sophisticated Marketing Timing applied to ensure optimum performance
- Only stocks with sufficient liquidity make it into the portfolio
- No penny stocks
- Up over 21% since July ’17 to July ’18 excluding franking credits and dividends
Since the launch of the SMSF Balanced Portfolio in 2012, the portfolio has annualised over 50% per year!
Some of the standout trades in this portfolio over the years:
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