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Performance

From the very beginning, our commitment to a rigorously evidence-based strategy has paved the path for a consistent record of outstanding performance.

UNVEILING OUR TRIUMPHS: A LEGACY OF INVESTMENT EXCELLENCE

Performance on

Live national TV

Back on January 6th, 2014, a momentous day for us, we presented our model portfolio featuring 6 meticulously chosen stock picks on the business channel. Fast forward to March 17th, 2016, a day that Michael Kodari, the CEO of KOSEC, stepped onto the TV stage to delve into the remarkable results that followed. These results were nothing short of extraordinary, showcasing our ability to not only outshine a down-market but to achieve an exceptional return. During that transformative period, the selected stocks exhibited:

Average Performance:

93.81%

Market Outperformance:

95%

Performance
Stock Recommended 'Buy' Price 06.01.14 Closing Price as at 17.03.16 Total Return
TPM 5.32 10.31 93.80%
BTT 5.80 9.62 65.86%
VOC 3.60 7.66 112.78%
DMP 16.89 56.82 236.41%
RHC 43.23 60.78 40.60%
AMM 2.16 2.45 13.43%
Average Total Return 93.81%
ALL ORD 17.06.2022 1.865 -1.90%
ASX 200 17.06.2022 1.865 -2.94%
Outperformed All Ords By 95.71%

No Data Found

*Past performance is not an indicator of future performance. *Assuming equal portfolio weights of 16.67%. Dividends and execution costs are not included. (KOSEC’s execution fees are 1.1% Inc GST or min $33). * AMM was taken over by VOC on 09/07/2015. Closing price for AMM reflective as of delisting.

Opportunity Alert

5-Day Performance

Date Sent

Stock

Open ($)

Close ($)*

Return

13.01.2021

TNE

7.68

8.13

5.86%

02.02.2021

SIQ

7.09

7.74

9.17%

16.03.2021

ANN

36.86

38.84

5.37%

15.04.2021

NWL

14.85

16.16

8.82%

25.05.2021

ALU

27.00

28.48

5.48%

23.06.2021

AEF

7.76

8.44

8.76%

08.07.2021

SVW

21.40

23.20

8.41%

No Data Found

*Past performance is not an indicator of future performance *Closing price after 5 trading days

Lotus Blue

6-Month Performance

Stock

Open  04.01.2021

Close 30.06.2021

Performance

PME

34.96

58.72

67.96%

CDA

11.20

18.03

60.98%

BLD

4.93

7.35

49.09%

BIN

2.44

3.43

40.57%

ARB

30.80

43.19

40.23%

ALL

31.01

43.09

38.96%

AUB

16.19

22.39

38.30%

PGH

2.68

3.70

30.06%

CUV

22.45

30.70

36.75%

No Data Found

*Past performance is not an indicator of future performance

The KOSEC Show

Performance Up To year End 2022

Stock

Date Mentioned

Price

Price at YE 2022

Return

Video

ALU

24.06.2022

28.01

35.08

25.24%

Watch

NCK

08.07.2022

9.2

10.64

15.65%

Watch

CUV

15.07.2022

16.83

21.67

28.76%

Watch

FPH

15.07.2022

18.84

21.28

12.95%

Watch

PLS

05.08.2022

2.87

3.75

30.66%

Watch

CIA

19.08.2022

5.23

7.31

39.77%

Watch

NST

02.09.2022

7.38

10.91

47.83

Watch

VUK

02.09.2022

2.5

3.28

31.20

Watch

PRU

07.10.2022

1.66

2.11

27.11%

Watch

NCM

14.10.2022

17.27

20.64

19.51%

Watch

EVN

11.11.2022

2.62

3.22

22.90%

Watch

SFR

11.11.2022

4.39

5.44

23.92%

Watch

PNV

22.07.2022

1.73

2.02

16.76%

Watch

No Data Found

*Past performance is not an indicator of future performance

Monthly Reports

March 2023 Model Portfolio (12 Week)
Stock Open ($)* Close ($)* Return
WOW 36.50 38.18 5.62%
REH 16.56 18 8.70%
NIC 1.00 0.83 -17.00%
WES 47.66 49.01 2.83%
XRO 77.39 111.28 43.79%
CKF 8.32 8.58 3.13%
APX 2.21 2.42 9.50%
IDX 2.98 3.4 14.09%
ALL ORDS 7456.1 7316.7 -1.87%
Average 8.83%

No Data Found

*Past performance is not an indicator of future performance. Assuming equal portfolio weights of 12.5%. Dividends and execution costs are not included.

* Open Price: Open following report, Closing Price: Close before next report

December 2020 Model Portfolio
Stock Open ($)* Close ($)* Return
ALL 32.68 40.95 25.31%
ALQ 9.68 12.55 29.65%
BSL 17.50 21.27 21.54%
BLD 4.91 6.82 38.90%
CCP 27.31 28.42 4.06%
MMS 11.80 11.72 -0.68
SEK 29.50 30.65 15.66%
SVW 22.51 19.98 -11.24%
ALL ORDS 6812.20 6953.70 2.10%
Average 15.40%

No Data Found

*Past performance is not an indicator of future performance. Assuming equal portfolio weights of 12.5%. Dividends and execution costs are not included.

* Open Price: Open following report, Closing Price: Close before next report

November 2020 Model Portfolio

Stock

Open ($)*

Close ($)*

Return

ALU

36.80

28.59

-22.31%

BAP

7.55

7.64

1.19%

BIN

2.48

3.42

37.90%

CDA

11.60

17.25

48.71%

EML

2.96

5.75

94.26%

NIC

0.835

1.115

33.53%

PME

32.25

46.66

44.68%

SUL

10.97

11.64

6.11%

ALL ORDS

6147.40

6812.2

10.80%

Average

30.51%

No Data Found

*Past performance is not an indicator of future performance. Assuming equal portfolio weights of 12.5%. Dividends and execution costs are not included.

* Open Price: Open following report, Closing Price: Close before next report

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