Performance over time

Our methodology has successfully identified strong investment opportunities since 1996.

The ideal way to invest for Growth and Income

Ever since the public first gained access to our proprietary quantitative research methodology through the Stock Doctor platform in 1996, we have helped Australian investors grow their wealth by providing guidance around how to build a portfolio for growth. Since 2012, we have also shown Australians how they can build a portfolio that focuses more on income. These model portfolios consist of our Star Stocks and have performed exceptionally well over time.

Cumulative value of $100,000 invested from 01/09/1995(a) to 31/05/2020
Star Growth Stocks(b) ASX All Ords TR(c)

Star Growth Stocks vs Australian market indices

Cumulative value of $100,000 invested from 01/09/1995(a) to 31/05/2020
Stock Doctor Star Growth Stocks(b) ASX All Ords TR(c) S&P/ASX Small Ords TR(c)
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(a) 01/09/1995 is the inception date of the Star Growth Stock notional portfolio.
(b) This is the investment performance for each notional portfolio over the period shown and includes capital returns, dividend income and estimated transaction costs (but excludes distributions, fees, charges or tax). The portfolio assumes a full equities allocation at all times, the reinvestment of dividends and the rebalancing of the portfolio to equal weight each time a change is made to the notional portfolio (i.e. when stocks come in and out of the portfolio). All trades assume enough liquidity to purchase the required volume of stock at the closing price on the day following a star stock in/out event or on a rebalance. These past performance figures are not a reliable indicator of future performance of the notional portfolio, or any stocks included in the portfolio. In shorter time periods, the investment performance of the notional portfolio can vary to the figures shown. You should not make investment decisions based on performance figures alone. For more detailed information about how these figures are calculated, including the assumptions used, click here.
(c) ASX All Ordinaries Accumulation and S&P/ASX Small Ordinaries Accumulation indexes are sourced from Standard and Poors.
Cumulative value of $100,000 invested from 07/08/2012(a) to 31/05/2020
Star Income Stocks(b) S&P ASX 300 TR(d)

Star Income Stocks vs Australian market indices

Cumulative value of $100,000 invested from 07/08/2012(a) to 31/05/2020
Stock Doctor Star Income Stocks(b) S&P ASX 300 TR(d)
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(a) 07/08/2012 is the date of inception of the Star Income Stock notional portfolio.
(b) This is the investment performance for each notional portfolio over the period shown and includes capital returns, dividend income and estimated transaction costs (but excludes distributions, fees, charges or tax). The portfolio assumes a full equities allocation at all times, the reinvestment of dividends and the rebalancing of the portfolio to equal weight each time a change is made to the notional portfolio (i.e. when stocks come in and out of the portfolio). All trades assume enough liquidity to purchase the required volume of stock at the closing price on the day following a star stock in/out event or on a rebalance. These past performance figures are not a reliable indicator of future performance of the notional portfolio, or any stocks included in the portfolio. In shorter time periods, the investment performance of the notional portfolio can be vary to the figures shown. You should not make investment decisions based on performance figures alone. For more detailed information about how these figures are calculated, including the assumptions used, click here
(c) Yield is the average dividend yield of the notional portfolio over the period shown.
(d) S&P ASX 300 Accumulation index is sourced from Standard and Poors.

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