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WEALTHMAKER 
   FINANCIAL SERVICES

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Financial Planning | Mortgage Broking | Family Office

Sydney | Melbourne | Perth

White Wall with Stairs

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

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Sydney | Melbourne | Perth

Level 7, 88 Pitt Street

Sydney NSW 2000

+61 2 9233 1111

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