Livewire Live portfolio – September 2016 update
Back in June we attended Livewire Live, where some of Australia’s top fund managers gave their stock picks for the coming year. We built a backdated portfolio of those picks and added the picks from the previous year.
It’s been 3 months since we last reported on the expert picks. So how have they done? Well, first consider that our benchmark the ETF that tracks the ASX200 (STW) is down almost 5% since our portfolio began.
The combined portfolio of both the picks from 2015 and 2016 is up nearly 20%, which equates to a gain of just over $18k.
The 2015 picks have shot the lights out, producing an annualised return of over 43%, generating nearly $17k on the initial $30k investment. Dividends account for just over $1,500 of the return.
The top performer from the class of 2015 is Ben Griffith’s pick of Auckland International Airport (AIA), up nearly 55%.
The 2016 picks haven’t fair as well, returning just 2.27%, or slightly more than $1k, with distributions responsible for nearly a third of this total.
We've made it easy to track the find managers' picks within your Sharesight account. Simply go to our community forum and request to have the portfolio shared with you. New clients, get started by signing-up for a FREE account!
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