This model portfolio was run over six months (April – September 2012) using the basic Low Risk Income Strategy and documented on the LRI blog. It was built using only ASX listed stocks and does not use any leverage, and is hence suitable for SMSFs. The market conditions during this period was a volatile sideways market as shown in the chart of the All Ords below:

Read the Set Up, Monthly Performance Updates and Wrap Up for the performance of the overall model portfolio.

Read the Weekly Portfolio Updates to see the details of each trade.

  1. Vanilla Portfolio Set up 11 April 2012
  2. Weekly Portfolio Update 18 April 2012
  3. Weekly Portfolio Update 25 April 2012
  4. Monthly Performance Update for April 2012
  5. Weekly Portfolio Update 9 May 2012
  6. Weekly Portfolio Update 16 May 2012
  7. Weekly Portfolio Update 23 May 2012
  8. Weekly Portfolio Update 30 May 2012
  9. Monthly Performance Update for May 2012
  10. Weekly Portfolio Update 6 June 2012
  11. Weekly Portfolio Update 13 June 2012
  12. Weekly Portfolio Update 20 June 2012
  13. Monthly Performance Update for June 2012
  14. Weekly Portfolio Update 18 July 2012
  15. Weekly Portfolio Update 27 July 2012
  16. Monthly Performance Update for July 2012
  17. Weekly Portfolio Update 10 August 2012
  18. Weekly Portfolio Update 17 August 2012
  19. Weekly Portfolio Update 24 August 2012
  20. Weekly Portfolio Update 31 August 2012
  21. Monthly Performance Update for August 2012
  22. Weekly Portfolio Update 11 September 2012
  23. Vanilla Portfolio Wrap Up 20 September 2012

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