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Michael McCarthy CEO joined discussion · Jan 29 18:29

Moofolio Vision – Australia outperforms

Moofolio Vision – Australia outperforms
This article discusses the recent performance of three model portfolios created in September 2025.
One of the themes discussed in the moomoo 2026 Outlook is the potential for the Australian share market to beat the performance of other markets due to stronger than forecast commodity prices. Over the last two weeks our model portfolios have captured exactly that effect.
Three model portfolios – performance since inception
Three model portfolios – performance since inception
The three stock portfolio (+17.12%) is now leading the table. Bear in mind that this is just the gain in the share prices – in the real world, this return is boosted by dividends received from these stocks. The core and satellite (+15.05%) has also bounced strongly with the lift in both Australian shares and the price of gold. And despite the presence of the glamorous Magnificent 7 stocks, the US super ten (+8.16%) is lagging the Australian share exposed portfolios.
Let’s be clear. All portfolios are showing positive returns, so choosing between these portfolios is a high quality problem.
However in all of the surveys we’ve done the moomoo Community consistently nominates the US super 10 as the portfolio that is expected to perform best. The outperformance of the two local portfolios speaks to an important investment principle; Instead of trying to predict the future, investors are better off preparing for a number of different possible outcomes.
How did the 3 stock portfolio capture the best returns? Here’s the breakdown:
Three top quality companies, three very different return profiles. $Wesfarmers Ltd (WES.AU)$ has recovered from lows, but is still a drag on overall performance. $ANZ Group Holdings Ltd (ANZ.AU)$ has performed well, but it is the eye-catching performance of global mining giant $BHP Group Ltd (BHP.AU)$ that is driving the top of the table performance.
This outperformance means that both the 3 stock and core and satellite portfolios are beating the broader share market index. At +15.05%, the core and satellite approach (orange) has outstripped the $S&P/ASX 200 (.XJO.AU)$ the $S&P 500 Index (.SPX.US)$ and the $Nasdaq Composite Index (.IXIC.US)$:
The 3 stock portfolio vs major benchmarks
The 3 stock portfolio vs major benchmarks
The biggest takeaway here is that there are approaches that can increase investing success. In straightforward terms these are
1. Formulate an investment plan, taking into account personal circumstances and market conditions
2. Stick to the plan
3. Record and regularly review investment performance. Revise the plan if necessary.
Simply taking a methodical approach can deliver results, as it helps overcome the human instincts that work against investment success.
In light of the above, which portfolio do you expect to perform best over February?
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
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Michael McCarthy CEO
moomoo ANZ CEO
Australia - New Zealand - Asia Pacific - macro / market strategist.
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