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WEALTHMAKER
FINANCIAL SERVICES
Financial Planning | Mortgage Broking | Family Office
Sydney | Melbourne | Perth
Our Unique CNL Portfolio
returned 48.17% in FY23!
Portfolio Weight | FY23 Return | Annual Dividend Yield | |
|---|---|---|---|
BHP Group Ltd (BHP) | 20% | 12.33% | 8.65% |
OZ Minerals Limited (OZL) | 15% | 63.14% | 6.49% |
Sandfire Resources Ltd (SFR) | 15% | 35.63% | 0.00% |
Independence Group (IGO) | 15% | 54.63% | 1.23% |
Nickel Mines Ltd (NIC) | 15% | -8.25% | 3.06% |
Allkem Ltd (AKE) | 10% | 56.29% | 0.00% |
Liontown Resources Ltd (LTR) | 10% | 183.00% | 0.00% |
CNL Portolio
100%
48.17%
3.35%
S&P/ASX 200
10.10%
*The FY performance of OZL is as at 2 May 2023 as it has been taken over by BHP.
*Past performance is not an indicator of future returns.
*Returns are before tax, admin and investment management fees.
CONTACT US
Book a free consultation!
Sydney | Melbourne | Perth
Level 7, 88 Pitt Street
Sydney NSW 2000
+61 2 9233 1111
© 2023 WealthMaker Financial Services | AFSL & ACL 285043 | Privacy Statement | Disclaimers | Website Terms & Conditions
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