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
Launched 3/07/2006
Return for entire period 34.06% (shares)
42.85% (instalments)
Return for 2009 33.21% (shares)
32.96% (instalments)
Holdings CBA; IAG; TLS; WOW (shares)
CBASMX; IAGSMX; TLSSWB; WOWSZB; STWSZB; SLFSZB (instalments) 

* Return is total Return including income.