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

Performance is paramount, the “bottom line” for investors.

Over the past 10 years our portfolios are up 284%, compared to 146% for the market. In the latest year to June 30, 2021 our portfolios are up 43%, compared to 30% for the market.

$1,000,000 with Gavin Ross & Co has grown to $3,834,000 in 10 years, compared to $2,456,000 for the ASX All Ordinaries Accumulation Index.

ASX All Ordinaries
Accumulation Index
Gavin Ross & Co

We are Australian stock investment specialists. Our outstanding performance is due to superior stock knowledge and analysis over many decades.

* 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 our 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.

“Successful investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time.”
Warren Buffet

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