The Punter's portfolio edged past the $50,000 mark last week for the first time in two years. It is up 20 per cent in 12 months.

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That's pretty good, but it doesn't beat the ASX small ordinaries index, up 24pc, mainly because the Punter does not hold any gold shares.

His portfolio focuses heavily on food and agriculture, ranging from heavyweights like Ridley Corporation (ASX code RIC) to ha'penny hopefuls like Terragen Holdings (TGH).

Many of them are included in the ASX consumer staples index, which is perhaps a better benchmark.

That makes the Punter look much better - the consumer staples

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