Podcast Archive

Marcus Today ETF Portfolio


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We have launched the MARCUS TODAY ETF PORTFOLIO which is a tool to effect our ambition to deliver "Step Performance" to those who want a low cost, low risk, low volatility, low vigilance, low admin, long-term compounding investment in the average return. Then if we can “Add Brains” by timing the market, as we have been over the last couple of years, we hope to significantly improve upon the average accumulation index return by missing the worst bits of the market whilst being invested in the best bits. Using the timing we have effected in our SMAs ($83m of real money), the portfolio would be up 57.38% since inception on 31/10/2018. By comparison the ASX 300 Accumulation is up 12.66% and the ASX 200 up 5.30%. The portfolio return since inception is a whopping 27.89% per annum compared to the ASX 300 Accumulation index up 6.68% pa and the ASX 200 up 2.8% pa. Follow the portfolio in the Marcus Today newsletter

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