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 128%, compared to 81% for the market.

$1,000,000 with Gavin Ross & Co has grown to $2,280,000 in 10 years, compared to $1,818,000 for the ASX All Ordinaries Accumulation Index.

ASX All Ordinaries Accumulation Index $1,818,000 Gavin Ross & Co
$2,280,000
 
* 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.

Latest Knowledge


Where to invest for income

Where to invest for income A portfolio of Australian stocks with us yields a dividend income return ...

Three vital questions to ask before buying a stock

Three vital “high conviction” questions to ask before buying a stock There are three "high ...

What does it mean to be Value-Focused and Risk-Adverse

What does it mean to be Value-Focused and Risk-Adverse Value-Focused means we will only buy stocks ...