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Wednesday, 8 Aug 2018
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A Fabulous Portfolio

Worth noting the trend in the Aussie dollar over the last six months has been firmly down which suggests that all those big international Aussie companies with exposures to international businesses that translate international profits back to the Australian dollar have the balance of risk on the upside as we come into the results season.

Here are some of the chosen stocks that benefit from a falling A$. Most of these stocks have international business exposures which benefit not just from a falling A$ but also from the US and global economic recovery which is more marked over there than it is over here. This would make a fabulous portfolio on its own. Over the last 12 months the average performance has been +36.6% not including dividends which compares to the ASX 200

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