Super Share Portfolio

 

This portfolio is detailing the shares I have bought with my Super. In saying this I do not have an SMSF (Self Managed Super Fund), I use a facility through Australian Super, called Members Direct.

Member Direct is AustralianSuper’s self-managed investment option. It’s designed for members who want more control and choice. You can invest in stocks in the S&P/ASX 300 Index, Exchange Traded Funds (ETFs) and term deposits – all from an easy-to-use online platform. In fact, the Member Direct option offers many of the features of a self-managed super fund at a fraction of the cost.You can invest in this option if you’re an AustralianSuper member and meet the minimum total balance requirement.

For me personally, I am using this option through my super fund, to once again build a dividend portfolio to improve my wealth. Knowing that I will not be able to touch this until I reach retirement age. It will be a pleasure to see this compound and grow.

Super is money for your retirement. Super is about planning for a retirement that lets you have the fun life you want
– and you need to plan for the party!

ShareDatePrice PurchasedCurrent Price QuantityCurrent Return with Dividend
VHY.ASX07/02/2017$58.18$61.96168$972.01
ALU.ASX05/05/2017$8.53$10.15184$305.16
RFF.ASX10/05/2017$1.80$2.201074$454.76

Total Settlement: $13,287.97

At the time of writing this my portfolio has:

  • Capital gain of 9.86% ($1,313.98 )
  • Dividend Income of 3.14%% ($417.95) *This includes Franking credits
  • Total Return of 13% or $1,731.93

It is worth noting this is not all of my super. I would be silly to risk it all and put all my eggs in one basket. The above settlement figure is only the amount I have transferred into the Members Direct option, my remaining super is spread out across a mix of Balanced, Cash, Stable and High Growth Funds that Australian Super offer.

 

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