BLUE CHIP VALUE PORTFOLIO

See how Radar's Blue Chip Value Portfolio is performing and replicate it for your own portfolio.

The Blue Chip Value Portfolio continues to extend its outperformance of its benchmark, the S&P/ASX 200 Index, generating a return over the past 12 months to 31 May of 14% versus the Index return of 11%. Our Blue Chip Value Portfolio Manager Sam Ferraro, former Goldman Sachs investment strategist, gives valuable advice for building and managing your own portfolio. We review our Blue Chip Value Portfolio quarterly.

Below is our table of current portfolio share holdings as at 31 May 2022.

Code Name MCAP ($BN) Div Yield (%) Expected Return (%) Portfolio Weight (%)
AGL AGL ENERGY 5.86 5 1 1.9%
CSR CSR 2.18 8 95 6.6%
WOR WORLEY 7.82 3 -11 2.4%
MTS METCASH 3.99 5 38 9.1%
TLS TELSTRA 46.42 4 16 13.6%
AWC ALUMINA 4.83 10 97 3.8%
BEN Bendigo & Adelaide Bank 5.92 5 39 2.4%
S32 SOUTH32 22.78 8 126 3.3%
DOW DOWNER EDI 3.82 5 34 5.3%
SUL SUPER RETAIL GROUP 2.13 6 46 3.2%
MPL MEDIBANK PRIVATE 8.76 4 28 2.1%
FMG Fortescue Metals Group 63.29 9 34 5.2%
BHP BHP Group 228.16 9 49 3.1%
AMC AMCOR 14.52 4 -2 10%
ORG ORIGIN ENERGY 10.41 5 27 1.8%
CGF CHALLENGER 4.9 4 -1 1.9%
WBC Westpac Banking 83.89 5 29 2.4%
HLS HEALIUS 2.41 4 24 2.7%
ANZ Aus. and NZ. Banking Group 69.82 6 45 8.2%
JBH JB HI-FI 5.04 5 21 2.6%
NAB National Aus. Bank 100.51 5 16 1.8%
IFL IOOF HOLDINGS 2.13 8 96 3.2%
HVN HARVEY NORMAN HOLDINGS 5.46 8 106 3.2%

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Blue Chip Value Portfolio - June 2022 Performance

02 June 2022 | Richard Hemming
The outperformance of Blue Chip Value Portfolio's performance is accelerating as investors hunt for value due to uncertainty in global financial markets. Subsequent to the start of the sell-off in mid-December the BCV Portfolio has outperformed by over 12 percentage points or 1,240 basis points against the benchmark S&P/ASX 200 Index! The BCV Portfolio is now easily outperforming over all periods, in the past two years generating over 22% a year in returns.
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BLUE CHIP VALUE PORTFOLIO - APRIL 2022

01 April 2022 | Richard Hemming
As at April 2022
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Blue Chip Value Portfolio - March 2022

25 March 2022 | Richard Hemming
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Blue Chip Value Portfolio - March 2020

07 May 2020 | Richard Hemming
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Blue Chip Value Portfolio - April 2020

07 May 2020 | Richard Hemming
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WARNING: This publication is general information only, which means it does not take into account your investment objectives, financial situation or needs. You should therefore consider whether a particular recommendation is appropriate for your needs before acting on it, and we recommend seeking advice from a financial adviser or stockbroker before making a decision.

DISCLAIMER: This publication has been prepared from a wide variety of sources, which Under the Radar Report Pty Ltd (UTRR), to the best of its knowledge and belief, considers accurate. You should make your own enquiries about the investments and we strongly suggest you seek advice before acting upon any recommendation. All information displayed in this publication is subject to change without notice. UTRR does not give any representation or warranty regarding the quality, accuracy, completeness or merchantability of the information or that it is fit for any purpose. The content in this publication has been published for information purposes only and any use of or reliance on the information in this publication is entirely at your own risk. To the maximum extent permitted by law, UTRR will not be liable to any party in contract, tort (including for negligence) or otherwise for any loss or damage arising either directly or indirectly as a result of any act or omission in reliance on, use of or inability to use any information displayed in this publication. Where liability cannot be excluded by law then, to the extent permissible by law, liability is limited to the resupply of the information or the reasonable cost of having the information resupplied. No part of this publication may be reproduced in any manner, and no further dissemination of this publication is permitted without the express written permission of Under the Radar Pty Ltd.