Our Portfolio Performance

If you have a 3-5 year time frame – if it’s really that short, I think you’re leaning towards the greater fool theory.”  Warren Buffett

Over the past 10 years our portfolios are up 211%, compared to 159% for the market.

In the latest year our portfolios are up 21%, compared to 11% for the market.

$1,000,000 with Gavin Ross & Co has grown to $3,106,392 in 10 years, compared to $2,593,405 for the ASX All Ordinaries Accumulation Index.

ASX All Ordinaries Accumulation Index $2,593,405 Gavin Ross & Co
$3,106,392
 

* Past performance is not a reliable indicator of future performance. Performance figures are the collation of portfolios we manage. Portfolios are managed on an individual basis reflecting client requirements for income, growth and risk. Individual results will therefore vary. Performance figures are inclusive of dividends and after deducting portfolio management fees. Franking credit tax refunds are not included in the performance figures shown, so actual returns for Australian resident investors have been considerably higher.

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