Model Portfolio

This page documents a hypothetical model portfolio used to illustrate an investment framework in practice. The portfolio is constructed using real, publicly traded securities, however it is not a real fund and no capital is managed on behalf of others.

The portfolio exists for educational and discussion purposes only, to demonstrate portfolio construction, risk management, and decision making over time.

Performance figures shown are hypothetical and are calculated based on publicly available price data. Trade commissions are an assumed 20 basis points. They do not represent actual trading results and may not reflect the impact of transaction costs, taxes, or liquidity constraints.

Our research and insights over time aim to provide transparency around portfolio construction, factor tilts, and the rationale behind our investment decisions; while consistently demonstrating the philosophy that guides Moreton Financial. The portfolio assumes a starting investment of $30,000

Buy prices as of portfolio launch 2/1/2026

Latest prices as of 13/01/2026

Cost Value in AUD Terms

Important Information

This model portfolio is hypothetical and provided for general information only. It does not represent a real fund, investment product, or managed account, and no client money is invested according to this portfolio.

The information does not take into account the objectives, financial situation, or needs of any individual and does not constitute personal financial advice or a recommendation to acquire, hold, or dispose of any financial product.

Past performance of this model portfolio is hypothetical and is not indicative of future results. Readers should seek advice from an appropriately licensed financial adviser before making any financial decision.

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