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Australian Stock Report produces a range of research reports, suited to both active, short-term traders and investors, to more conservative, long-term investors.

Income Report

The Income Report is centred around the investment principal of ensuring a consistent and reliable dividend while protecting and preserving capital.  The report details our income investment process which is structured to create a diversified model portfolio across the sectors in companies which we view offer stable and sustainable cashflow. We review the investment fundamentals of each company to ensure they have a sustainable competitive advantage and a healthy balance sheet. The model portfolio offers investment weights for each stock to ensure investors diversify their investment risk and are not unintentionally exposed to any sector.

The Income portfolio has

been added to the

Macrovue Platform as a VUE to

enable clients to easily duplicate our portfolio positions and ensure your holdings are aligned with our current investment thinking.

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Features

Every Australian Stock Report product subscription comes standard with a variety of added features:

  • Access all current Buy, Hold and Sell recommendations from the Income Report through the Australian Stock Report Investor Portal and receive live updates through email and text. 
  • Keep up-to-date with the Daily Member Newsletter jam-packed with news, updates, commentary, recommendations and more. 
  • Exclusive Member-Only Investor Webinars each Wednesday and Thursday hosted by Tim Montague-Jones and Clay Carter.
  • See how your portfolio is weighted with a Complimentary Portfolio Review from the ASR Wealth Advisers. General Advice Only. 
  • Have a question about the markets or our products? Our dedicated Advisory Service and Client Services team are available by phone or email Monday to Friday 8:30am to 5:30pm. 
AVR Growth
60%
dividend yielddividend yielddividend yielddividend yielddividend yielddividend yielddividend yielddividend yield
rrp per year

Buy Report

$1497

SAVE $468

Contact Detail

Report author
Matthew Roberts
Australian Stock Report Chief Editor
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Testimonials

I have been a member of the Australian Stock Report and Macrovue services for some 6 months and have to say how happy I am with the level of customer service and support that I have received from the team. They have been attentive, patient and extremely supportive and follow up any queries I have. I cannot fault the level of service I have received. The Halo and Macrovue tools are great to use as a resource to initially research stocks and review your portfolio on an ongoing basis. Overall I have absolutely no regrets having made the commitment to the services and use them now as my go to tools for investing purposes.

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Doug C

Australian Stock Report Member

Loving Halo, share investment is my livelihood, couldn't do it without the forward forecasts and the analysts insights that I secure from Halo, the big plus it goes well beyond the ASX top 200 companies. I should put in a shout out for Mark in the support team, always willing to assist.

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Peter S

Australian Stock Report Member

Income Report Closed Position Performance

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Symbol
AZJ
STK
MFG
ING
SUN
FMG
BEN
GEM
AMP
WES
name
Sector
Size
Volatility
Featured
Exit Date
Entry Price
Exit Price
Dividends
Returns
Aurizon Holdings Ltd
Industrials
Large
Medium
16 Feb 2018
20 Nov 2019
4.58
5.7
0
24.5%
Spark Infrastracture Group Ltd
Utilities
Large
Medium
18 Aug 2017
25 Jul 2019
2.52
2.38
0
-5.6%
Magellan Financial Grp Ltd
Other Finance
Large
High
21 Sep 2018
5 Jun 2019
27.89
43.1
0
54.5%
Inghams Group Ltd
Staples
Mid
Medium
16 Mar 2018
8 Apr 2019
3.53
4.21
0
19.3%
Suncorp Group Ltd
Other Finance
Large
Low
18 Aug 2018
25 Mar 2019
12.86
13.39
0
4.1%
Fortescue Metals Grp Ltd
Mining
Large
Medium
18 Aug 2017
21 Mar 2019
5.23
6.51
0
24.5%
Bendigo Adelaide Bank Ltd
Banks
Large
Low
18 Aug 2017
19 Mar 2019
12.33
9.8
0
-20.5%
G8 Education Ltd
Discretionary
Mid
Medium
18 Aug 2017
21Sep 2018
4.63
1.98
0
-57.2%
AMP Ltd
Other Finance
Large
Medium
18 Aug 2017
26 Jun 2018
5.13
3.62
0
-29.4%
Wesfarmers Ltd
Staples
Large
Low
18 Aug 2017
9 Feb 2018
41.49
40.77
0
-1.7%

We’re here to help

Need to speak to someone about companies or investing? Our knowledgeable team is on hand to assist

FAQ

Who produces the Income Report?

The Income Report is produced by the ASR Wealth Equities Research team led by Tim Montague-Jones. Tim has over 20 years of investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth Portfolio and a founding member of their Investment Committee. Tim was also a Senior Equity Analyst for Macquarie Group and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award.

Will I get someone to speak to if I subscribe to a report?
Yes. The ASR Wealth Advisers are available by email or phone from 8:30am to 5:30pm AEDT. You can email us at invest@australianstockreport.com.au call us on 1300 720 292.
How long does the Income Report usually hold a position for?
The Income Report is suited for long-term investors who are looking for steady growth and high dividend yield. Ideally, we look to buy and hold positions indefinitely and only sell if and when the company no longer presents a good income opportunity. 
Do the share recommendations in the Income Report give fully-franked dividends?
The Income Report features a mix of companies that give fully-franked and unfranked dividends. Overall the companies in the Model Income Portfolio have the appropriate balance sheet for the particular market sector and are continuing to grow their Earnings Per Share (EPS). What this means for investors is a steady, reliable dividend yield and an attractive capital growth forecast, or what we call "Quality Yield".
How often are new companies added or removed from the Income Report?
Due to the long-term nature of the Income Report, we aim to have a low turn over of companies. We review the portfolio each month and when an opportunity arises to add a new company or to remove a current company we will notify you by email.