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ASX 300 Portfolio

Investment Mandate

Inception Date 15th April 2025

Sector and Industry Agnostic 

Aiming for a 15% total return p.a.  over the long-term.

Started out with 100k equal weighting invested over 20 ASX300 Stocks

Investment criteria

High single digit or double digit return on ROA, ROE, and ROCE

Long-term debt/OCF of less than 4

Debt to Equity of <50%, if above 50% then Long-term Debt/OCF 3 or below.

Stock holdings can be reduce to a min of 15 and max of 20.

Dividends will be received as cash and reinvested as opportunities present themselves. 

Individual Stock Weighting Limits

Max weighting  25% 

Min weighting  1%

No limit on cash% holding.

Portfolio will be updated quarterly, next update will be in July 2025. Regular commentary on performance and changes will be provided to subscribers.

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Portfolio as of 24th January 2026

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Disclaimer: Rational Share Investing With Ratios does not hold an AFSL and information on this site should not be considered financial advice, personal or general, and represents the views of the author.

Reference to specific securities (if any) is included for the purpose of illustration only and should not be construed as a recommendation to buy or sell the same. All securities mentioned herein may or may not form part of my holdings at a certain point in time, and the holdings may change over time.

My Research Tool and Data Source of choice is:  Stockopeida