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Investment Mandate:

Inception Date: 15th April 2025.

Concentrated portfolio that is focused on growth. The aim of the portfolio is to try and outperform the market (ASX All Ordinaries) by concentrating the portfolio over six high quality stocks.

The idea is, by ignoring diversification and focusing only on a few high quality stocks over the long-term (5+ years) the portfolio will outperform the market.

No changes to the portfolio will be made and all dividends will be reinvested back into the portfolio.

There will not be any re-weighting of the portfolio.

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

Updated 7th September 2025

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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