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How did Roger Montgomery’s A1 Switzer portfolio perform?
Roger Montgomery
February 10, 2011
In late 2010 Peter Switzer set Roger Montgomery a challenge – create a portfolio of A1 businesses that will outperform the market. Whilst Roger does not trade short-term, on Thursday 10 February 2011 he revealed the results of his A1 portfolio. Of the 10 A1 businesses Roger named, the share prices of two rose 25 per cent, another two rose 12 per cent and the remainder returned an average of seven per cent. That’s an average share price appreciation of around 10 per cent in just six weeks! The All Ords returned 5.7 per cent over the same period. Even Roger’s A1 businesses that were trading at prices higher than his Value.able intrinsic value returned an average of 10.5 per cent. It just goes to show that Roger’s Value.able method of valuing only the best stocks, his A1s, and buying them for less than they’re worth, can beat the market. In this interview Roger also shared his thoughts on Telstra following the company’s recent results announcement. Watch the interview.
by Roger Montgomery Posted in Market commentary, TV Appearances.
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How to buy the best stocks
Roger Montgomery
August 1, 2010
In an urgent world that drives you to act constantly value investing seems boring or even slothful, but it is precisely this single minded focus on the best businesses that will almost always improve your investment returns. Read article.
by Roger Montgomery Posted in Investing Education, Market commentary.
