Australian Portfolio as at COB 13/6/25
This portfolio is being wound down (over several years) with the proceeds to be transferred to UK portfolios. Every couple of weeks, I will sell some stock in the lowest ranked holding according to the following formula:
rank of total return + rank of Stockopedia Stock Rank
I will then transfer the proceeds to other portfolios. This should ensure a tax efficient and evidence based approach to running down the portfolio while allowing me to focus on managing the UK accounts.
APE - 9.1%
PPL - 8.0%
SRV - 7.7%
FID - 7.5%
EZL - 7.0%
KYP - 6.5%
LYL - 6.0%
NOL - 5.0%
AHC - 4.8%
EPY - 3.3%
PPE - 3.2%
Cash - 1.5%