This is the portfolio I threw together out of those ASX300 stocks. It was an equal weighting investment across 20 stocks with 100k invested. I will sell TLX as its returns are low and its debt to equity is two high and has a long-term debt to Operating Cash Flow ratio of 13. Has to be 3 or below to be in the portfolio. Going to increase the weighting of REA, WTC, and CAR.
Inception date 15th April 2025
Aiming for a 15% total return p.a. over the long-term (5+ years)
Started out with 100k invested over equal weighting over 20 ASX300 Stocks
Investment criteria high single digit or double digit return on ROA, ROE, and ROCE
Long-term Debt/OCF of less than 4
Debt to Equity of <50%, if above 50% then Long-term Debt/OCF below 3.
I have the ability to reduce the number of stocks to a min of 15 and max of 20 and increase or decrease individual weightings of stocks within the portfolio.
Individual Stock Weighting Limits
Max weighting 25%
Min weighting 1%
No limit on cash% holding.
Portfolio
