Model Portfolios NEW
Designed across growth, income and market conditions.
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Portfolio Overview
Investment Objective
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{{ item.updateFrequency }} Benchmark: {{ benchmarkDisplay }}
Holdings: {{ holdingCount }} stocks including
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Factors:
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- Update Freq. Update Frequency {{ item.updateFrequency }}
- Rebalancing {{ item.rebalancingPolicyDescription }}
- Avg. Tenure N/A {{ tenure }} days N/A
- Sharpe Ratio N/A {{ sharpe }} N/A
- Max. Drawdown Maximum Drawdown N/A {{ drawdown }}% N/A
- Estimated Yield N/A {{ estimatedYieldPC }}% N/A
Performance (as at {{ formatAsAtDate(asAtDate) || 'DATE' }})
Sector Exposure
Portfolio holdings
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Current holdings
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Latest changes
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| Code | Name | Sector | Weight | Entry Date | Entry Price | Price | Total Return | Estimated Yield | Avg. Daily Trade | |
|---|---|---|---|---|---|---|---|---|---|---|
| No holdings data available. | ||||||||||
| {{ h.company.code }} | {{ h.company.name }} | {{ h.sector }} | {{ formatPct(h.weight * 100) }}% | {{ formatDate(h.entryDate) }} | {{ formatPrice(h.entryPrice) }} | {{ formatPrice(h.price) }} | {{ formatPct(h.returnPA) }}% | {{ formatPct(h.dividendYieldPC) }}% | {{ formatCurrency(h.avgDailyTrade) }} | |
Portfolio changes — last 3 months
| Code | Name | Trade Date | In Date | Out Date | Prev Weight | Weight | Change | Value | Value Change | Total Return |
|---|---|---|---|---|---|---|---|---|---|---|
| {{ row.label }} | ||||||||||
| XXX | Xxxx Xxxxxxx | {{ formatDate(row.trade.tradeDate) }} | {{ formatDate(row.trade.inDate) }} | {{ formatDate(row.trade.outDate) }} — | {{ formatWeightPct(row.trade.weightBefore) }} | {{ formatWeightPct(row.trade.weightAfter) }} | {{ formatWeightChange(row.trade) }} | {{ formatCurrency(portfolioValue * row.trade.weightAfter) }} | {{ formatSignedCurrency(portfolioValue * row.trade.weightChange) }} | {{ formatPct(row.trade.returnPA) }}% — |
The information on this page contains general advice and is provided by Lincoln Financial Group Pty Ltd ABN 70 609 751 966 AFSL 483167. That advice has been prepared without taking your personal objectives, financial situation or needs into account. Before acting on this general advice, you should consider the appropriateness of it having regard to your personal objectives, financial situation and needs.
The model portfolios shown are illustrative portfolios constructed using a predetermined methodology and do not constitute a recommendation that any particular investor acquire, dispose of or hold any financial product.
Portfolio objectives, risk categories and portfolio characteristics are provided for information purposes only and should not be relied upon as an assessment of suitability for any particular investor.
Performance figures are calculated using a methodology described by Lincoln Indicators and are based on the model portfolio. Actual investor returns may differ due to timing of implementation, transaction costs, taxation, portfolio size, cash holdings and other factors.
Past performance is not a reliable indicator of future performance.
Estimated yield figures are estimates only, based on available information at the time of calculation, and are not guaranteed.
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