Report Card Time on My 10 Share Portfolio

By Jason Fittler

Back in December 2009, I recommended 10 shares; today we look and see how the portfolio has performed. 

These 10 shares give a balanced portfolio of blue chip shares to be held long-term.

Below shows the result against the ASX 200 and the All Ords. I am pleased to say that the I have out performed by 1%. My portfolio has had a negative return of 2% against the market which is down 3%.

Does not sound like much but keep in mind that this is a 33% better return then the market.

What is more important is that the shares in the portfolio are also yielding 6% plus franking credits giving you a gross yield of 8.5%.

All shares in the portfolio are looking at growth of 20%. Over the long-term, they will out perform the market.

If you followed my advice and purchased these shares, continue to hold. We will see how they are doing in another 6 months.

Let us setup this 10 share portfolio for you. For more information give us a call on 07 4771 4577.