Diversification using instalments - Portfolio Study
The Diversification using instalments Portfolio study uses the cash extraction strategy to compare the return of a portfolio of shares compared to a portfolio of instalment warrants. View an example of how cash extraction works.
|Portfolio study information|
|Level||Beginner to intermediate|
|Investment style||Passive, long-term hold|
|Return for entire period||34.06% (shares)
|Return for 2009||33.21% (shares)
|Holdings||CBA; IAG; TLS; WOW (shares)
CBASMX; IAGSMX; TLSSWB; WOWSZB; STWSZB; SLFSZB (instalments)
* Return is total Return including income.