Model Portfolio

Every year Martin Place Securities releases a Model Portfolio as a guide to the stocks we would choose to be part of a balanced portfolio of Australian mining, resources and energy companies. The first portfolio was released at the Excellence in Exploration & Mining conference in October 2004.

MPS believes that a balanced approach to investment is essential to long term capital growth.

Investment in Market leaders provides a level of security with minimal market fluctuations and steady growth. Mid Caps & Micro caps provide steady growth, but are more at the mercy of market fluctuations. Explorers can provide dramatic growth, but the risk is substantially higher.

We have tracked the progress of these stocks.

Our success model involves long term investing – not on seeking short term trading returns. We also encourage our clients to balance their resources portfolio between Market Leaders, Mid Cap, Micro Cap, and Explorers, with at least 50% of invested funds in larger caps. Every year we apply these principles in a recommended portfolio.

MINING & RESOURCES MODEL PORTFOLIO

2004 Release 16 September 2009 Update - 59 Months View
  18 November 2008 Update - 49 Months View
  18 August 2008 Update - 46 Months View
  18 June 2008 Update - 44 Months View
  18 May 2008 Update - 43 Months View
  17 February 2008 Update - 36 Months View
  18 October 2007 Update - 24 Months View
     
2005 Release 18 May 2008 Update - 30 Months View
  18 February 2008 Update - 28 Months View
  18 October 2007 Update - 24 Months View
     
2006 Release 28 April 2008 Update- 21 Months View
  28 Jan 2008 Update - 18 Months View
  28 October 2007 Update - 14 Months View
  28 July 2007 Update- 12 Months View
     
2007 Release 10 March 2008 Update- 6 Months View
  10 November 2007 Update - 2 Months View
     
     
     

ENERGY PORTFOLIO

     
2007 Release 18 May 2008 Update- 12 Months View
  18 February 2008 Update - 9 Months View
  18 November 2007 Update- 6 Months View
     
2006 Release 30 April 2008 Update- 21 Months View
  31 January 2008 Update - 18 Months View
  31 July 2007 Update - 12 Months View