Model Portfolios
Designed across growth, income and market conditions.
{{ featuredItem.modelTitle || featuredItem.modelName }}
{{ featuredItem.modelSubTitle }}
{{ featuredItem.modelDescription }}
{{ featuredItem.history }}
{{ featuredItem.updateFrequency }} Benchmark: {{ benchmarkDisplay(featuredItem.benchmark) }}
Holdings: {{ statsHoldingCount(featuredItem) }} stocks including
|
|
{{ statsHoldingPct(featuredItem, h) }}% |
- Return 1Y N/A N/A {{ statsReturn(featuredItem, 'oneYear') }} %
- Return 5Y p.a. N/A N/A {{ statsReturnPA(featuredItem, 'fiveYears') }} %
- Avg. Tenure N/A {{ statsTenure(featuredItem) }} days
- Sharpe Ratio N/A {{ statsSharpe(featuredItem) }}
- Maximum Drawdown N/A {{ statsDrawdown(featuredItem) }} %
- Volatility N/A {{ statsVolatility(featuredItem) }} %
{{ item.modelTitle || item.modelName }}
{{ item.modelSubTitle }}
{{ item.history }}
- Return 1Y N/A N/A {{ statsReturn(item, 'oneYear') }} %
- Return 5Y p.a. N/A N/A {{ statsReturnPA(item, 'fiveYears') }} %
- Avg. Tenure N/A {{ statsTenure(item) }} days
FAQ / Marketing
Lincoln, Lincoln Financial Group Pty Ltd and directors, employees and/or associates of these entities may hold interests in these ASX-listed companies. Further information about particular stocks held by these entities from time to time is disclosed within the Stock Doctor program and may change at any time without notice.
This is the investment performance for each notional portfolio over the period shown and includes capital returns, dividend income and estimated transaction costs (but excludes distributions, fees, charges or tax). The portfolio assumes a full equities allocation at all times, the reinvestment of dividends and the rebalancing of the portfolio to equal weight each time a change is made to the notional portfolio (i.e. when stocks come in and out of the portfolio). All trades assume enough liquidity to purchase the required volume of stock at the close price on the day of a star stock in/out event or on a rebalance. These past performance figures are not a reliable indicator of future performance of the notional portfolio, or any stocks included in the portfolio. In shorter time periods, the investment performance of the notional portfolio can vary to the figures shown. You should not make investment decisions based on performance figures alone. For more detailed information about how these figures are calculated, including the assumptions used, click here.
Any unauthorised use, storage, reproduction, display, modification, publication, transmission, dissemination, or redistribution of the data referenced above is strictly prohibited without our prior express written consent. All right, title, and interest in and to such data, including all associated intellectual property and proprietary rights, are exclusively reserved by the relevant data providers and/or the exchange from which the data is sourced. Any breach of these provisions may give rise to civil, contractual, and/or statutory liability.
To replicate portfolio performance, investors are required to follow the portfolio in its entirety, including all constituent holdings, and to implement portfolio changes as they occur in accordance with the published rebalancing and update schedule.
