Clime Model Portfolios

Model Portfolio: BHP and Rio rally as US-China trade news improves

Monday, December 9th, 2019
All prices as of 11:30 am, 29/10/19 Large Caps Sub-Portfolio  BHP & Rio Tinto BHP reported mostly weaker production in 1Q20 (the September quarter), though this had been flagged and was due to planned maintenance and natural field decline in...Click to view

ASX Stocks: What to hold and fold

Thursday, August 18th, 2016
  The All Ordinaries Index has now rallied 864 points or 18% from its one-year low of 4,762 on 10 February. For those who call a 20% rally a bull market, their threshold is nearly reached. Offshore, a growing number...Click to view

Portfolio Hedging with Exchange Traded Funds

Thursday, August 18th, 2016
(Video Script) Hi, I’m Damen Kloeckner from Clime. Over the last couple of weeks, we’ve received a lot of questions around the use of Betashares Australian Equities Strong Bear Fund or BBOZ, which we have sporadically held in the Model...Click to view

A model portfolio that delivered

Thursday, April 24th, 2014
In April 2012 a growth portfolio was constructed (for the Eureka Report) with the aim of achieving a compounding return of 10% per annum over the medium to longer term. Those most familiar with Clime will be aware that this...Click to view

A caution on the banks

Wednesday, April 2nd, 2014
Summary: That the “big four” banks account for more than a quarter of the total value of the sharemarket is living proof that they’re widely loved by Australian investors. But at existing price levels, and taking into consideration what could...Click to view

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