If you are looking for portfolio additions, you might want to see the ASX 200 shares that analysts at Macquarie are recommending right now.
The broker has a model portfolio which it believes represents a starting point to form a portfolio with growth characteristics.
Listed below are the top five holdings in the model portfolio at present:
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Goodman Group (ASX: GMG)
Taking the top spot in the model portfolio with a weighting of 8.8% is industrial property giant Goodman. Macquarie currently has an outperform rating and $34.84 price target on its shares. It is forecasting earnings per share growth of 12.4% in FY 2025.
Aristocrat Leisure Limited (ASX: ALL)
In second spot in the portfolio with a weighting of 8.1% is this gaming technology company. Macquarie has an outperform rating and $48.50 price target on the ASX 200 growth share. Its analysts believe the company's earnings per share will increase by 9.4% in FY 2024.
CAR Group Limited (ASX: CAR)
Next in line is the company formerly known as Carsales, CAR Group. Macquarie has the auto listings company in its model portfolio with a 7.5% weighting. However, it is worth noting that the broker only has a neutral rating and $32.70 price target on its shares at present. This price target is lower than where its shares trade today.
NextDC Ltd (ASX: NXT)
This data centre operator is in the broker's model growth portfolio with a 7.1% weighting. Macquarie currently has an outperform rating and $20.00 price target on this ASX 200 share.
CSL Limited (ASX: CSL)
Rounding out the top five in Macquarie's model portfolio is this biotherapeutics giant with a weighting of 7.3%. Macquarie currently has an outperform rating and $310.00 price target on its shares. It expects earnings per share growth of 11.1% in FY 2024.
