Portfolio

Slack Investor’s Current Investment Portfolio – Updated 31 March 2026
(Note: This list will be updated quarterly and is published to give a rough idea of the type of shares that Slack Investor is interested in – This is not advice!

Slack Investor has a growth-oriented portfolio that is expected to perform better than the general market over a period of 3-5 years – but will also be volatile! This type of portfolio is not suitable for investors that would be forced to sell shares in a downturn to provide income. A ‘growth’ portfolio might suit those with an additional non-investment income (job or pension), or those with a longer-term investment horizon.

The percentages in the table below are the portions of my funds in my Investment portfolio – which represent about 70% of my available funds. The other 30% are in a stable income portfolio. Because the Stable Income portfolio has low volatility, I can be quite aggressive in the allocation of my investment portfolio.

The table below shows Slack Investor’s current share related investments. They include: ASX listed shares, ASX listed ETF’s, Australian managed funds, overseas currency US listed stocks, and overseas currency Index funds. 

31 Mar 2026

NameSymbolPortfolio %
CASH$$CASH17.5%
Alphabet (US)GOOGL11.5%
Supply NetworkSNL10.4%
CSLCSL8.7%
CodanCDA8.2%
Technology OneTNE6.9%
REA GroupREA5.8%
Pro MedicusPME4.4%
BetaShares Global Cybersecurity ETFHACK2.8%
PM Capital Global Op FundPGF2.7%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.6%
Vanguard MSCI Intl ETFVGS2.4%
S&P500 ETF^GSPC2.1%
BetaShares Global Quality Leaders ETFQLTY1.9%
Goodman GroupGMG1.6%
CochlearCOH1.4%
Nick ScaliNCK1.4%
WiseTech GlobalWTC1.2%
SPDR® S&P/ASX 200 ETFSTW1.1%
CAR GroupCAR1.0%
XRF ScientificXRF1.0%
VanEck Morningstar Wide Moat ETFMOAT0.9%
FTSE100 ETF^FTSE0.9%
Fisher & Paykel HealthcareFPH0.7%
Hansen TechnologyHSN0.6%
SKS TechnologiesSKS0.5%

Historical Portfolio Performance

FY Yearly Performance (%) results since 2010

The Slack Fund financial yearly Internal Rate of Return (IRR) vs BENCHMARKS. The Median Balanced Fund (41-60% Growth Assets), Vanguard Growth Fund, ASX 200 Accumulation Index, PropTrack Home Price Index in both Brisbane and Melbourne, and Cash (Australian Super Cash Fund) and Consumer Price Index (CPI). AV. YEARLY is the annual mean of all the data since 2010.

5-yr Average Annual Performance

Although Slack Investor collects yearly figures, the 5 and 10-year compound annual performance gives me a much better idea about how things are really going. Long-term results will smooth out any dud (or remarkable!) yearly figures. The Slack Fund is still ahead of most Benchmarks – but running a close second is Brisbane Residential real estate over a five-year period.

The Slack Fund average 5-yr compound financial yearly return vs BENCHMARKS in chart form.

10-year compound annual rate of return

The Slack Fund has been around a while and generating some good long term data (10-year compound ‘rolling’ annual rate of return). Over this time frame, the Slack Fund has been performing very well. For FY 2025, a 10-year annual rate of return of over 17% – Go Slack Fund! The 10-yr data is shown below in table and chart form.

It is useful to note that, the 10-yr rates of return for the Median Balanced Fund, Vanguard Growth fund, ASX200, and residential property in Brisbane and Melbourne are also good long-term investments. These appreciating assets generate a 10-yr compound annual rate of return in the region of 6-9% p.a.

The Slack Fund average 10-yr compound financial yearly return vs BENCHMARKS in table form. Prior to 2022, 10-yr Vanguard Growth fund figures were not available. AV. YEARLY is the annual mean of all the data since 2019.

Previous Quarterly Portfolios

31 Dec 2025

NameSymbolPortfolio %
NVIDIA (US)NVDA10.0%
Supply NetworkSNL9.3%
CSLCSL9.2%
Alphabet (US)GOOGL8.7%
BetaShares NASDAQ 100 ETFNDQ8.0%
CodanCDA6.5%
Technology OneTNE6.2%
REA GroupREA5.9%
Pro MedicusPME5.5%
CASH$$CASH3.3%
BetaShares Global Cybersecurity ETFHACK2.9%
Telix PharmaceuticalsTLX2.6%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.3%
Vanguard MSCI Intl ETFVGS2.2%
S&P500 ETF^GSPC1.9%
BetaShares Global Quality Leaders ETFQLTY1.8%
Nick ScaliNCK1.8%
Goodman GroupGMG1.7%
RPM HoldingsRUL1.5%
BetaShares NASDAQ NextGen ETFJNDQ1.4%
CAR GroupCAR1.1%
MegaportMP11.1%
XRF ScientificXRF1.0%
SPDR® S&P/ASX 200 ETFSTW1.0%
VanEck Morningstar Wide Moat ETFMOAT0.9%
FTSE100 ETF^FTSE0.7%
CalixCXL0.6%
SKS TechnologiesSKS0.4%
WiseTech GlobalWTC0.3%

30 Sep 2025

NameSymbolPortfolio %
NVIDIA (US)NVDA9.0%
Pro MedicusPME8.7%
Supply NetworkSNL8.4%
CSLCSL8.1%
Technology OneTNE7.7%
BetaShares NASDAQ 100 ETFNDQ7.2%
REA GroupREA6.8%
Alphabet (US)GOOGL6.2%
CodanCDA6.1%
CASH$$CASH3.6%
Telix PharmaceuticalsTLX3.1%
BetaShares Global Cybersecurity ETFHACK2.9%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.0%
Vanguard MSCI Intl ETFVGS2.0%
ResMed Inc DRRMD1.8%
BetaShares Global Quality Leaders ETFQLTY1.6%
S&P500 ETF^GSPC1.6%
Nick ScaliNCK1.6%
Goodman GroupGMG1.6%
RPM HoldingsRUL1.3%
CAR GroupCAR1.3%
BetaShares NASDAQ NextGen ETFJNDQ1.2%
WesfarmersWES1.1%
XRF ScientificXRF1.1%
SPDR® S&P/ASX 200 ETFSTW0.9%
VanEck Morningstar Wide Moat ETFMOAT0.8%
MegaportMP10.7%
FTSE100 ETF^FTSE0.6%
Coles GroupCOL0.4%
WiseTech GlobalWTC0.4%
Botanix PharmaBOT0.1%

30 Jun 2025

NameSymbolPortfolio %
Alphabet (US)GOOGL13.7%
CSLCSL9.9%
Supply NetworkSNL9.4%
Technology OneTNE8.4%
Pro MedicusPME8.2%
REA GroupREA7.2%
BetaShares NASDAQ 100 ETFNDQ6.8%
Telix PharmaceuticalsTLX5.3%
CodanCDA4.2%
CASH$$CASH3.1%
BetaShares Global Cybersecurity ETFHACK3.0%
Vanguard MSCI Intl ETFVGS1.9%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.9%
ResMed Inc DRRMD1.7%
Goodman GroupGMG1.7%
BetaShares Global Quality Leaders ETFQLTY1.7%
S&P500 ETF^GSPC1.5%
Nick ScaliNCK1.3%
CAR GroupCAR1.3%
BetaShares NASDAQ NextGen ETFJNDQ1.1%
WesfarmersWES1.0%
SPDR® S&P/ASX 200 ETFSTW0.9%
XRF ScientificXRF0.9%
RPM HoldingsRUL0.8%
VanEck Morningstar Wide Moat ETFMOAT0.8%
MegaportMP10.6%
FTSE100 ETF^FTSE0.6%
WiseTech GlobalWTC0.5%
Coles GroupCOL0.4%
Botanix PharmaBOT0.2%

31 Mar 2025

NameSymbolPortfolio %
Alphabet (US)GOOGL14.7%
CSLCSL11.9%
Supply NetworkSNL10.5%
REA GroupREA7.8%
BetaShares NASDAQ 100 ETFNDQ6.9%
Technology OneTNE6.5%
Macquarie GroupMQG5.7%
Pro MedicusPME4.6%
BetaShares Global Cybersecurity ETFHACK3.0%
Telix PharmaceuticalsTLX2.9%
CodanCDA2.5%
Vanguard MSCI Intl ETFVGS2.1%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.0%
BetaShares Global Quality Leaders ETFQLTY1.8%
ResMed Inc DRRMD1.8%
Goodman GroupGMG1.8%
S&P500 ETF^GSPC1.6%
VanEck Morningstar Wide Moat ETFMOAT1.6%
CAR GroupCAR1.3%
Nick ScaliNCK1.3%
BetaShares NASDAQ NextGen ETFJNDQ1.2%
XRF ScientificXRF1.0%
WesfarmersWES1.0%
SPDR® S&P/ASX 200 ETFSTW0.9%
RPM HoldingsRUL0.8%
FTSE100 ETF^FTSE0.7%
MegaportMP10.5%
CochlearCOH0.5%
WiseTech GlobalWTC0.4%
Coles GroupCOL0.4%
Botanix PharmaBOT0.3%
CASH$$CASH0.2%

31 Dec 2024

NameSymbolPortfolio %
Alphabet (US)GOOGL16.0%
CSL LtdCSL12.5%
Supply Network LtdSNL8.8%
REA Group LtdREA7.5%
BetaShares NASDAQ 100 ETFNDQ7.2%
Technology One LtdTNE6.8%
Macquarie Group LtdMQG5.9%
Pro Medicus LtdPME4.6%
BetaShares Global Cybersecurity ETFHACK2.9%
Codan LtdCDA2.6%
Telix PharmaceuticalsTLX2.4%
Vanguard MSCI Intl ETFVGS2.0%
Goodman GroupGMG1.9%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.9%
ResMed Inc DRRMD1.7%
BetaShares Global Quality Leaders ETFQLTY1.7%
S&P500 ETF^GSPC1.6%
VanEck Morningstar Wide Moat ETFMOAT1.6%
Carsales.com LtdCAR1.3%
BetaShares NASDAQ NextGen ETFJNDQ1.2%
Nick Scali LtdNCK1.1%
RPM HoldingsRUL0.9%
Wesfarmers LtdWES0.9%
SPDR® S&P/ASX 200 ETFSTW0.9%
BetaShares Div. AllGrowth ETFDHHF0.7%
XRF ScientificXRF0.7%
FTSE100 ETF^FTSE0.6%
WiseTech Global LtdWTC0.6%
Cochlear LtdCOH0.5%
Coles Group LtdCOL0.3%
Botanix PharmaBOT0.3%
#N/A$$CASH0.1%

30 Sep 2024

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NameSymbolPortfolio %
CSL LtdCSL14.9%
Alphabet (US)GOOGL14.0%
Supply Network LtdSNL8.2%
REA Group LtdREA7.1%
Macquarie Group LtdMQG6.9%
BetaShares NASDAQ 100 ETFNDQ6.7%
Technology One LtdTNE5.7%
Pro Medicus LtdPME3.6%
Codan LtdCDA2.9%
BetaShares Global Cybersecurity ETFHACK2.6%
Telix PharmaceuticalsTLX2.3%
Goodman GroupGMG2.2%
Vanguard FTSE Asia ex Japan ETFVAE2.1%
Vanguard International ETFVGS2.0%
ResMed Inc DRRMD1.8%
BetaShares Global Quality Leaders ETFQLTY1.8%
S&P500 ETF^GSPC1.6%
VanEck Morningstar Wide Moat ETFMOAT1.6%
CAR GroupCAR1.5%
Nick Scali LtdNCK1.4%
BetaShares NASDAQ NextGen ETFJNDQ1.2%
RPM HoldingsRUL1.0%
WesfarmersWES1.0%
SPDR® S&P/ASX 200 ETFSTW1.0%
Dicker Data LtdDDR0.9%
BetaShares Div. AllGrowth ETFDHHF0.7%
WEB Travel GroupWEB0.7%
FTSE100 ETF^FTSE0.6%
XRF ScientificXRF0.6%
Cochlear LtdCOH0.5%
Coles Group LtdCOL0.4%
Botanix PharmaBOT0.3%
CASH$$C0.2%
Webjet GroupWJL0.1%

30 Jun 2024

NameSymbolPortfolio %
Alphabet (US)GOOGL16.7%
CSL LtdCSL16.2%
CASH$$C11.0%
REA Group LtdREA7.3%
Macquarie Group LtdMQG6.4%
BetaShares NASDAQ 100 ETFNDQ6.2%
Supply Network LtdSNL4.9%
Technology One LtdTNE3.8%
BetaShares Global Cybersecurity ETFHACK2.8%
Pro Medicus LtdPME2.5%
Codan LtdCDA2.3%
Goodman GroupGMG2.2%
Vanguard International ETFVGS2.1%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.1%
BetaShares Global Quality Leaders ETFQLTY1.9%
VanEck Morningstar Wide Moat ETFMOAT1.7%
S&P500 ETF^GSPC1.7%
ResMed Technologies RMD1.1%
Telix Pharmaceuticals RMD1.1%
CAR GroupCAR1.0%
GlobalX Battery Tech and Lithium ETFACDC1.0%
WesfarmersWES1.0%
SPDR® S&P/ASX 200 ETFSTW1.0%
Dicker Data LtdDDR0.9%
FTSE100 ETF^FTSE0.7%
Coles Group LtdCOL0.4%

28 Mar 2024

NameSymbolPortfolio %
CSL LtdCSL17.2%
Altium LtdALU16.6%
Alphabet (US)GOOGL14.1%
REA Group LtdREA6.9%
Macquarie Group LtdMQG6.2%
BetaShares NASDAQ 100 ETFNDQ5.8%
Supply Network LtdSNL4.0%
Technology One LtdTNE3.5%
BetaShares Global Cybersecurity ETFHACK2.8%
Goodman GroupGMG2.1%
Vanguard MSCI Intl ETFVGS2.1%
Codan LtdCDA2.0%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.0%
BetaShares Global Quality Leaders ETFQLTY1.9%
Pro Medicus LtdPME1.8%
VanEck Morningstar Wide Moat ETFMOAT1.8%
S&P500 ETF^GSPC1.6%
ResMed Inc DRRMD1.2%
GlobalX Battery Tech and Lithium ETFACDC1.1%
Carsales.com LtdCAR1.1%
Wesfarmers LtdWES1.0%
Dicker Data LtdDDR1.0%
SPDR® S&P/ASX 200 ETFSTW1.0%
FTSE100 ETF^FTSE0.7%
Coles Group LtdCOL0.4%
CASH$$C0.1%

31 Dec 2023

NameSymbolPortfolio %
CSL LtdCSL19.2%
Alphabet (US)GOOGL14.1%
Altium LtdALU13.4%
REA Group LtdREA7.5%
Macquarie Group LtdMQG6.4%
BetaShares NASDAQ 100 ETFNDQ5.8%
Supply Network LtdSNL3.9%
Technology One LtdTNE3.5%
BetaShares Global Cybersecurity ETFHACK2.9%
Vanguard MSCI Intl ETFVGS2.1%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.0%
Pro Medicus LtdPME1.9%
BetaShares Global Quality Leaders ETFQLTY1.9%
VanEck Morningstar Wide Moat ETFMOAT1.8%
Codan LtdCDA1.8%
Goodman GroupGMG1.8%
S&P500 ETF^GSPC1.7%
Dicker Data LtdDDR1.3%
GlobalX Battery Tech and Lithium ETFACDC1.2%
ResMed Inc DRRMD1.1%
SPDR® S&P/ASX 200 ETFSTW1.1%
Carsales.com LtdCAR1.0%
Wesfarmers LtdWES1.0%
FTSE100 ETF^FTSE0.8%
ComputershareCPU0.5%
Coles Group LtdCOL0.4%
CASH$$C0.1%

30 Sep 2023

NameSymbolPortfolio %
CSL LtdCSL18.3%
Alphabet (US)GOOGL15.2%
Altium LtdALU13.4%
REA Group LtdREA7.0%
Macquarie Group LtdMQG6.4%
BetaShares NASDAQ 100 ETFNDQ5.8%
Technology One LtdTNE3.8%
Supply Network LtdSNL3.8%
BetaShares Global Cybersecurity ETFHACK2.8%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.3%
Vanguard MSCI Intl ETFVGS2.2%
BetaShares Global Quality Leaders ETFQLTY1.9%
VanEck Morningstar Wide Moat ETFMOAT1.8%
Codan LtdCDA1.8%
Pro Medicus LtdPME1.8%
Goodman GroupGMG1.6%
S&P500 ETF^GSPC1.6%
Coles Group LtdCOL1.5%
GlobalX Battery Tech and Lithium ETFACDC1.4%
Dicker Data LtdDDR1.1%
SPDR® S&P/ASX 200 ETFSTW1.1%
Carsales.com LtdCAR1.0%
Wesfarmers LtdWES1.0%
FTSE100 ETF^FTSE0.8%
ComputershareCPU0.6%
CASH$$C0.2%

30 Jun 2023

NameSymbolPortfolio %
CSL LtdCSL20.7%
Alphabet (US)GOOGL13.6%
Altium LtdALU11.7%
Macquarie Group LtdMQG6.9%
REA Group LtdREA6.6%
BetaShares NASDAQ 100 ETFNDQ6.0%
Supply Network LtdSNL4.0%
Technology One LtdTNE4.0%
BetaShares Global Cybersecurity ETFHACK2.7%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.3%
Vanguard MSCI Intl ETFVGS2.2%
VanEck Morningstar Wide Moat ETFMOAT2.1%
BetaShares Global Quality Leaders ETFQLTY1.9%
Codan LtdCDA1.9%
Coles Group LtdCOL1.9%
S&P500 ETF^GSPC1.7%
GlobalX Battery Tech and Lithium ETFACDC1.6%
Goodman GroupGMG1.6%
Pro Medicus LtdPME1.4%
SPDR® S&P/ASX 200 ETFSTW1.1%
Dicker Data LtdDDR1.0%
Wesfarmers LtdWES0.9%
Carsales.com LtdCAR0.9%
FTSE100 ETF^FTSE0.8%
CASH$$C0.4%

31 Mar 2023

NameSymbolPortfolio %
CSL LtdCSL22.6%
Altium LtdALU12.6%
Alphabet (US)GOOGL12.3%
Macquarie Group LtdMQG7.2%
REA Group LtdREA6.7%
BetaShares NASDAQ 100 ETFNDQ5.4%
Technology One LtdTNE3.9%
Supply Network LtdSNL3.4%
BetaShares Global Cybersecurity ETFHACK2.6%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.4%
Vanguard MSCI Intl ETFVGS2.2%
VanEck Morningstar Wide Moat ETFMOAT2.0%
Coles Group LtdCOL1.9%
BetaShares Global Quality Leaders ETFQLTY1.9%
S&P500 ETF^GSPC1.7%
Goodman GroupGMG1.5%
ETFS Battery Tech and Lithium ETFACDC1.5%
Pro Medicus LtdPME1.5%
Codan LtdCDA1.3%
SPDR® S&P/ASX 200 ETFSTW1.2%
Dicker Data LtdDDR1.0%
Wesfarmers LtdWES1.0%
FTSE100 ETF^FTSE0.9%
Carsales.com LtdCAR0.8%
ComputershareCPU0.6%
CASH$$C0.0%

31 Dec 2022

NameSymbolPortfolio %
CSL LtdCSL26.1%
Altium LtdALU12.3%
Alphabet (US)GOOGL10.8%
Macquarie Group LtdMQG7.2%
REA Group LtdREA5.7%
BetaShares NASDAQ 100 ETFNDQ4.7%
Technology One LtdTNE3.7%
Supply Network LtdSNL3.5%
BetaShares Global Cybersecurity ETFHACK2.5%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.5%
Vanguard MSCI Intl ETFVGS2.1%
Coles Group LtdCOL1.9%
VanEck Morningstar Wide Moat ETFMOAT1.8%
BetaShares Global Quality Leaders ETFQLTY1.8%
S&P500 ETF^GSPC1.6%
Goodman GroupGMG1.5%
ETFS Battery Tech and Lithium ETFACDC1.4%
Dicker Data LtdDDR1.4%
Pro Medicus LtdPME1.3%
SPDR® S&P/ASX 200 ETFSTW1.2%
Codan LtdCDA1.1%
Wesfarmers LtdWES1.0%
FTSE100 ETF^FTSE0.9%
ComputershareCPU0.8%
Carsales.com LtdCAR0.8%
CASH$$C0.4%

30 Sep 2022

NameSymbolPortfolio %
CSL LtdCSL26.1%
Altium LtdALU12.1%
Alphabet (US)GOOGL11.7%
Macquarie Group LtdMQG6.6%
REA Group LtdREA6.0%
BetaShares NASDAQ 100 ETFNDQ5.0%
Vanguard MSCI Intl ETFVGS3.4%
Technology One LtdTNE3.0%
Supply Network LtdSNL2.9%
BetaShares Global Cybersecurity ETFHACK2.7%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.3%
Coles Group LtdCOL1.8%
VanEck Morningstar Wide Moat ETFMOAT1.8%
BetaShares Global Quality Leaders ETFQLTY1.7%
Integral Diagnostics LtdIDX1.6%
S&P500 ETF^GSPC1.5%
Codan LtdCDA1.5%
Dicker Data LtdDDR1.4%
ETFS Battery Tech and Lithium ETFACDC1.4%
Goodman GroupGMG1.4%
SPDR® S&P/ASX 200 ETFSTW1.2%
CASH$$C0.8%
FTSE100 ETF^FTSE0.8%
Carsales.com LtdCAR0.7%
Wesfarmers LtdWES0.4%

30 Jun 2022

NameTickerPortfolio %
CSL LtdCSL24.7%
Alphabet (US)GOOGL13.0%
Altium LtdALU9.5%
Macquarie Group LtdMQG7.1%
REA Group LtdREA5.8%
BetaShares NASDAQ 100 ETFNDQ5.1%
Vanguard MSCI Intl ETFVGS3.4%
Technology One LtdTNE3.0%
BetaShares Global Cybersecurity ETFHACK2.9%
Supply Network LtdSNL2.7%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.6%
Coles Group LtdCOL2.0%
Integral Diagnostics LtdIDX1.8%
Codan LtdCDA1.8%
VanEck Morningstar Wide Moat ETFMOAT1.8%
BetaShares Global Quality Leaders ETFQLTY1.7%
S&P500 ETF^GSPC1.6%
ETFS Battery Tech and Lithium ETFACDC1.3%
Nick Scali LtdNCK1.2%
SPDR® S&P/ASX 200 ETFSTW1.2%
Goodman GroupGMG1.1%
CashCASH$1.1%
Dicker Data LtdDDR1.0%
FTSE100 ETF^FTSE0.9%
BetaShares Asia Technology Tigers ETFASIA0.7%
Carsales.com LtdCAR0.6%
Wesfarmers LtdWES0.4%

31 Mar 2022

NameTickerPortfolio %
CSL LtdCSL22.2%
Alphabet (US)GOOGL13.0%
Altium LtdALU10.9%
Macquarie Group LtdMQG8.0%
REA Group LtdREA6.3%
BetaShares NASDAQ 100 ETFNDQ5.6%
Vanguard MSCI Intl ETFVGS3.4%
BetaShares Global Cybersecurity ETFHACK3.1%
Technology One LtdTNE2.9%
Supply Network LtdSNL2.6%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.4%
Integral Diagnostics LtdIDX2.1%
Coles Group LtdCOL1.8%
S&P500 ETF^GSPC1.8%
BetaShares Global Quality Leaders ETFQLTY1.8%
VanEck Morningstar Wide Moat ETFMOAT1.7%
Codan LtdCDA1.7%
Nick Scali LtdNCK1.5%
ETFS Battery Tech and Lithium ETFACDC1.3%
SPDR® S&P/ASX 200 ETFSTW1.2%
Dicker Data LtdDDR1.2%
Xero LtdXRO0.8%
FTSE100 ETF^FTSE0.8%
BetaShares Asia Technology Tigers ETFASIA0.7%
Carsales.com LtdCAR0.6%
Wesfarmers LtdWES0.4%

31 Dec 2021

NameTickerPortfolio %
CSL LtdCSL20.5%
Altium LtdALU13.0%
Alphabet (US)GOOGL12.1%
Macquarie Group LtdMQG7.2%
REA Group LtdREA7.0%
BetaShares NASDAQ 100 ETFNDQ5.6%
Vanguard MSCI Intl ETFVGS3.3%
Technology One LtdTNE3.0%
BetaShares Global Cybersecurity ETFHACK2.9%
Supply Network LtdSNL2.4%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.4%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ2.3%
Integral Diagnostics LtdIDX2.0%
Codan LtdCDA2.0%
BetaShares Global Quality Leaders ETFQLTY1.9%
Nick Scali LtdNCK1.8%
S&P500 ETF^GSPC1.7%
Coles Group LtdCOL1.6%
VanEck Morningstar Wide Moat ETFMOAT1.6%
ETFS Battery Tech and Lithium ETFACDC1.3%
SPDR® S&P/ASX 200 ETFSTW1.1%
Xero LtdXRO1.0%
BetaShares Asia Technology Tigers ETFASIA0.7%
FTSE100 ETF^FTSE0.7%
Dicker Data LtdDDR0.6%
CashCASH$0.2%

30 Sep 2021

NameTickerPortfolio %
CSL LtdCSL22.1%
Alphabet (US)GOOGL11.9%
Altium LtdALU10.9%
REA Group LtdREA7.1%
Macquarie Group LtdMQG6.9%
BetaShares NASDAQ 100 ETFNDQ5.0%
Vanguard MSCI Intl ETFVGS3.4%
BetaShares Global Cybersecurity ETFHACK2.9%
Technology One LtdTNE2.8%
Vanguard FTSE Asia ex Japan Shrs ETFVAE2.6%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ2.6%
Codan LtdCDA2.3%
CashCASH$2.3%
Integral Diagnostics LtdIDX2.2%
Supply Network LtdSNL2.0%
BetaShares Global Quality Leaders ETFQLTY1.9%
VanEck Morningstar Wide Moat ETFMOAT1.7%
Coles Group LtdCOL1.7%
S&P500 ETF^GSPC1.6%
Nick Scali LtdNCK1.5%
ETFS Battery Tech and Lithium ETFACDC1.4%
SPDR® S&P/ASX 200 ETFSTW1.2%
BetaShares Asia Technology Tigers ETFASIA0.8%
FTSE100 ETF^FTSE0.7%
PPK Group LtdPPK0.7%
Pushpay Holdings LtdPPH0.1%

30 Jun 2021

NameTickerCALC PORT %
CSL LtdCSL22.2%
CashCASH$10.6%
Altium LtdALU8.3%
REA Group LtdREA7.7%
Alphabet (US)GOOGL7.6%
Macquarie Group LtdMQG6.0%
BetaShares NASDAQ 100 ETFNDQ4.5%
Codan LtdCDA3.3%
Vanguard MSCI Intl ETFVGS3.3%
Cochlear LtdCOH3.0%
BetaShares Global Cybersecurity ETFHACK2.7%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ2.4%
Integral Diagnostics LtdIDX2.3%
Supply Network LtdSNL1.9%
BetaShares Global Quality Leaders ETFQLTY1.8%
VanEck Vectors Morningstar Wide Moat ETFMOAT1.7%
S&P500 ETF 1.7%
Technology One LtdTNE1.6%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.6%
ETFS Battery Tech and Lithium ETFACDC1.4%
Mineral Resources LtdMIN1.2%
SPDR® S&P/ASX 200 ETFSTW1.2%
Coles Group LtdCOL1.2%
FTSE100 ETF 0.8%

31 Mar 2021

NameTickerCALC PORT %
CSL LtdCSL23.0%
Altium LtdALU14.6%
REA Group LtdREA7.3%
Alphabet(US)GOOGL7.0%
Macquarie Group LtdMQG6.6%
BetaShares NASDAQ 100 ETFNDQ4.6%
Vanguard MSCI Intl ETFVGS3.4%
Codan LtdCDA3.3%
Cochlear LtdCOH2.9%
Betashares Global Cybersecurity ETFHACK2.7%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ2.5%
Integral Diagnostics LtdIDX2.4%
Vanguard Global Infrastructure ETFVBLD2.4%
BetaShares Global Quality Leaders ETFQLTY1.9%
Fisher & Paykel Healthcare Corp LtdFPH1.9%
Technology One LtdTNE1.9%
VanEck Vectors Morningstar Wide Moat ETFMOAT1.7%
S&P500 ETF 1.7%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.7%
BetaShares Asia Technology Tigers ETFASIA1.3%
SPDR® S&P/ASX 200 ETFSTW1.2%
Coles Group LtdCOL1.2%
VanEck Vectors Video Gaming & eSprts ETFESPO1.1%
CashCASH$0.8%
FTSE100 ETF 0.8%

31 Dec 2020

NameTickerCALC PORT %
CSL LtdCSL20.5%
Altium LtdALU18.2%
REA Group LtdREA7.5%
Macquarie Group LtdMQG5.8%
Alphabet(US)GOOGL5.8%
BetaShares NASDAQ 100 ETFNDQ4.4%
Amcor PLCAMC3.3%
Vanguard MSCI Intl ETFVGS3.1%
Betashares Global Cybersecurity ETFHACK2.8%
Cochlear LtdCOH2.5%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ2.5%
Codan LtdCDA2.3%
Vanguard Global Infrastructure ETFVBLD2.2%
Integral Diagnostics LtdIDX2.1%
Fisher & Paykel Healthcare Corp LtdFPH1.9%
BetaShares Global Quality Leaders ETFQLTY1.8%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.6%
Technology One LtdTNE1.6%
S&P500 ETF 1.6%
VanEck Vectors Morningstar Wide Moat ETFMOAT1.5%
Coles Group LtdCOL1.3%
BetaShares Asia Technology Tigers ETFASIA1.2%
SPDR® S&P/ASX 200 ETFSTW1.2%
VanEck Vectors Video Gaming & eSprts ETFESPO1.1%
The a2 Milk Co LtdA2M1.1%
FTSE100 ETF 0.8%
CashCASH$0.5%

30 Sep 2020

NameTickerCALC PORT %
CSL LtdCSL21.2%
Altium LtdALU19.6%
REA Group LtdREA5.6%
Alphabet(US)GOOGL5.1%
Macquarie Group LtdMQG5.1%
BetaShares NASDAQ 100 ETFNDQ4.2%
CashCASH$4.0%
Amcor PLCAMC3.3%
Vanguard MSCI Intl ETFVGS3.0%
Appen LtdAPX2.9%
Cochlear LtdCOH2.7%
Ramsay Health Care LtdRHC2.6%
Betashares Global Cybersecurity ETFHACK2.4%
Codan LtdCDA2.3%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ2.3%
Vanguard Global Infrastructure ETFVBLD2.3%
Integral Diagnostics LtdIDX2.1%
BetaShares Global Quality Leaders ETFQLTY1.8%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.5%
S&P500 ETF 1.4%
VanEck Vectors Morningstar Wide Moat ETFMOAT1.4%
Coles Group LtdCOL1.3%
SPDR® S&P/ASX 200 ETFSTW1.1%
FTSE100 ETF 0.7%

30 Jun 2020

NameTickerCALC PORT %
CSL LtdCSL22.2%
Altium LtdALU18.6%
REA Group LtdREA5.8%
Macquarie Group LtdMQG5.5%
Alphabet(US)GOOG5.2%
BetaShares NASDAQ 100 ETFNDQ4.1%
The a2 Milk Co LtdA2M3.9%
Amcor PLCAMC3.4%
Appen LtdAPX3.1%
Vanguard MSCI Intl ETFVGS3.1%
Ramsay Health Care LtdRHC2.7%
Cochlear LtdCOH2.7%
Vanguard Global Infrastructure ETFVBLD2.4%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ2.2%
Integral Diagnostics LtdIDX2.1%
BetaShares Global Quality Leaders ETFQLTY1.8%
Codan LtdCDA1.6%
VanEck Vectors Morningstar Wide Moat ETFMOAT1.5%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.5%
S&P500 ETF 1.4%
Coles Group LtdCOL1.3%
SPDR® S&P/ASX 200 ETFSTW1.1%
Integrated Research LtdIRI1.0%
FTSE100 ETF 0.8%
Betashares Global Cybersecurity ETFHACK0.6%
CashCASH$0.5%

31 Mar 2020

Special note for this quarter portfolio: There has been big changes in percentage values of individual shares as during the quarter, Slack Investor had to cash in a portion of the investment portfolio to buy a house to live in. The portfolio is now looking a little concentrated in CSL and Altium. They are both great growing companies and after initially thinking of rebalancing, I am happy to own these two great companies as a large chunk of my portfolio.

NameTickerCALC PORT %
CSL LtdCSL25.9%
Altium LtdALU17.8%
Alphabet(US)GOOG5.4%
REA Group LtdREA4.8%
Macquarie Group LtdMQG4.4%
The a2 Milk Co LtdA2M3.9%
Amcor PLCAMC3.4%
Vanguard MSCI Intl ETFVGS3.2%
BetaShares NASDAQ 100 ETFNDQ3.1%
Vanguard Global Infrastructure ETFVBLD2.8%
Vanguard FTSE Emerging Markets Shrs ETFVGE2.7%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ2.1%
Cochlear LtdCOH2.1%
Ramsay Health Care LtdRHC2.0%
Centuria Industrial REITCIP2.0%
Appen LtdAPX2.0%
United Overseas Australia LtdUOS1.7%
VanEck Vectors Morningstar Wide Moat ETFMOAT1.6%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.5%
Integral Diagnostics LtdIDX1.5%
Coles Group LtdCOL1.4%
Codan LtdCDA1.3%
S&P500 ETF 1.3%
SPDR® S&P/ASX 200 ETFSTW1.1%
FTSE100 ETF 0.8%
CashCASH$0.4%

31 Dec 2019

NameTickerCALC PORT %
CSL LtdCSL15.6%
Altium LtdALU14.3%
The Montgomery Fund 9.6%
Cochlear LtdCOH5.4%
Macquarie Group LtdMQG4.5%
REA Group LtdREA4.2%
Alphabet(US)GOOG3.5%
Vanguard Australian Fixed Interest ETFVAF3.2%
Amcor PLCAMC2.5%
Vanguard MSCI Intl ETFVGS2.4%
Montgomery Global Equities ETFMOGL2.1%
The a2 Milk Co LtdA2M2.1%
Vanguard FTSE Emerging Markets Shrs ETFVGE2.1%
BetaShares NASDAQ 100 ETFNDQ2.1%
Vanguard Global Infrastructure ETFVBLD1.9%
Seek LtdSEK1.7%
Centuria Industrial REITCIP1.7%
Challenger LtdCGF1.7%
Ramsay Health Care LtdRHC1.6%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ1.5%
Appen LtdAPX1.4%
Integral Diagnostics LtdIDX1.4%
Worley LtdWOR1.4%
Codan LtdCDA1.4%
United Overseas Australia LtdUOS1.3%
Service Stream LtdSSM1.2%
Treasury Wine Estates LtdTWE1.2%
VanEck Vectors Morningstar Wide Moat ETFMOAT1.1%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.1%
CashCASH$1.1%
S&P500 ETF 1.1%
SPDR® S&P/ASX 200 ETFSTW0.9%
Coles Group LtdCOL0.9%
FTSE100 ETF 0.7%

31 Oct 2019

NameTickerPORT %
Altium LtdALU14.6%
CSL LtdCSL13.9%
The Montgomery Fund 9.9%
Cochlear LtdCOH5.3%
CashCASH$5.1%
REA Group LtdREA4.4%
Macquarie Group LtdMQG4.0%
Alphabet(US)GOOG3.4%
Vanguard Australian Fixed Interest ETFVAF3.4%
Amcor PLCAMC2.5%
Vanguard MSCI Intl ETFVGS2.4%
Pro Medicus LtdPME2.2%
Montgomery Global Equities ETFMOGL2.1%
Vanguard Global Infrastructure ETFVBLD2.1%
Vanguard FTSE Emerging Markets Shrs ETFVGE2.1%
BetaShares NASDAQ 100 ETFNDQ2.0%
The a2 Milk Co LtdA2M1.9%
Seek LtdSEK1.7%
Centuria Industrial REITCIP1.6%
Ramsay Health Care LtdRHC1.5%
BetaShares Glb Rbtc & Artfcl Intlgc ETFRBTZ1.5%
Treasury Wine Estates LtdTWE1.4%
Rhipe LtdRHP1.3%
United Overseas Australia LtdUOS1.3%
Service Stream LtdSSM1.2%
WorleyParsons LtdWOR1.2%
VanEck Vectors Morningstar Wide Moat ETFMOAT1.1%
Vanguard FTSE Asia ex Japan Shrs ETFVAE1.1%
Codan LtdCDA1.1%
S&P500 ETF 1.0%
SPDR® S&P/ASX 200 ETFSTW1.0%
FTSE100 ETF 0.7%

30 Jun 2019

Name Ticker PORT %
Altium Ltd ALU 15.1%
CSL Ltd CSL 12.8%
The Montgomery Fund 19543 10.1%
Cash CASH$ 8.1%
Cochlear Ltd COH 5.3%
Fisher & Paykel Healthcare Corp Ltd FPH 5.0%
REA Group Ltd REA 4.0%
Macquarie Group Ltd MQG 3.8%
Amcor PLC AMC 2.9%
Corporate Travel Management Ltd CTD 2.8%
Vanguard MSCI Index Intl ETF VGS 2.3%
The a2 Milk Co Ltd A2M 2.2%
Montgomery Global Equities (Managed Fd) MOGL 2.2%
Pro Medicus Ltd PME 2.1%
BetaShares NASDAQ 100 ETF NDQ 1.9%
Seek Ltd SEK 1.7%
Ramsay Health Care Ltd RHC 1.7%
BetaShares Glb Rbtc & Artfcl Intlgc ETF RBTZ 1.5%
Alphabet (US) GOOG 1.5%
Rhipe Ltd RHP 1.5%
WorleyParsons Ltd WOR 1.4%
Service Stream Ltd SSM 1.3%
United Overseas Australia Ltd UOS 1.3%
Treasury Wine Estates Ltd TWE 1.2%
Vanguard FTSE Asia ex Japan Shrs Idx ETF VAE 1.1%
VanEck Vectors Morningstar Wide Moat ETF MOAT 1.0%
Costa Group Holdings Ltd CGC 1.0%
S&P500 ETF (US)   1.0%
SPDR® S&P/ASX 200 ETF STW 1.0%
FTSE100 ETF (UK)   0.7%
Codan Ltd CDA 0.7%

31 Mar 2019

Name Ticker PORT %
Altium Ltd ALU 15.4%
CSL Ltd CSL 12.6%
The Montgomery Fund 19543 10.5%
Appen Ltd APX 5.5%
Fisher & Paykel Healthcare Corp Ltd FPH 5.5%
Cochlear Ltd COH 4.8%
Macquarie Group Ltd MQG 4.3%
Corporate Travel Management Ltd CTD 3.4%
REA Group Ltd REA 3.3%
Cash CASH$ 3.3%
Amcor Ltd AMC 2.9%
Platinum Capital Limited PMC 2.8%
Vanguard MSCI Index Intl ETF VGS 2.4%
The a2 Milk Co Ltd A2M 2.4%
Montgomery Global Equities (Managed Fd) MOGL 2.3%
BetaShares NASDAQ 100 ETF NDQ 2.0%
Ramsay Health Care Ltd RHC 1.7%
Seek Ltd SEK 1.5%
WorleyParsons Ltd WOR 1.4%
Costa Group Holdings Ltd CGC 1.4%
Pro Medicus Ltd PME 1.3%
Treasury Wine Estates Ltd TWE 1.3%
Vanguard FTSE Asia ex Japan Shrs Idx ETF VAE 1.2%
AGL Energy Ltd AGL 1.2%
Service Stream Ltd SSM 1.1%
S&P500 ETF   1.1%
Rhipe Ltd RHP 1.0%
SPDR® S&P/ASX 200 ETF STW 1.0%
BetaShares Glb Rbtc & Artfcl Intlgc ETF RBTZ 0.7%
Codan Ltd CDA 0.7%

31 Dec 2018

Name Ticker PORT %
CSL Ltd CSL 13.8%
Altium Ltd ALU 12.1%
The Montgomery Fund 19543 11.4%
Cash CASH$ 8.8%
Cochlear Ltd COH 5.5%
Fisher & Paykel Healthcare Corp Ltd FPH 5.2%
Challenger Ltd CGF 4.2%
Macquarie Group Ltd MQG 4.1%
REA Group Ltd REA 3.8%
Appen Ltd APX 3.7%
Platinum Capital Limited PMC 3.5%
Corporate Travel Management Ltd CTD 3.4%
Amcor Ltd AMC 2.9%
Montgomery Global Equities (Managed Fd) MOGL 2.4%
Costa Group Holdings Ltd CGC 2.3%
Seek Ltd SEK 1.7%
Reece Ltd REH 1.7%
The a2 Milk Co Ltd A2M 1.3%
AGL Energy Ltd AGL 1.3%
Pro Medicus Ltd PME 1.1%
S&P500 ETF   1.1%
Service Stream Ltd SSM 1.0%
SPDR® S&P/ASX 200 ETF STW 1.0%
Platinum Asia (Quoted Managed Hdg) PAXX 0.9%
FTSE100 ETF   0.8%
Codan Ltd CDA 0.7%

03 OCT 2018

Name Ticker PORT %
Altium Ltd ALU 16.1%
CSL Ltd CSL 14.0%
The Montgomery Fund 19543 13.2%
Fisher & Paykel Healthcare Corp Ltd FPH 6.4%
Challenger Ltd CGF 5.4%
Corporate Travel Management Ltd CTD 5.2%
Cash CASH$ 5.1%
REA Group Ltd REA 4.8%
Platinum Capital Limited PMC 4.2%
Macquarie Group Ltd MQG 4.0%
Appen Ltd APX 3.3%
Montgomery Global Equities (Managed Fd) MOGL 3.0%
Cochlear Ltd COH 2.8%
Seek Ltd SEK 2.3%
Vanguard FTSE Asia ex Japan Shrs Idx ETF VAE 1.8%
WorleyParsons Ltd WOR 1.6%
The a2 Milk Co Ltd A2M 1.4%
S&P500 ETF   1.4%
SPDR® S&P/ASX 200 ETF STW 1.2%
Platinum Asia (Quoted Managed Hdg) PAXX 1.0%
FTSE100 ETF   1.0%
Codan Ltd CDA 0.9%