Posts about Performance (2)

February was a strong month for all of our portfolios. Markets continue to rally and our heavy overweight to international stocks continues to support performance. International stocks are up almost 30% over the last 12 months vs Australia less than 10%. Our direct index international portfolio, ...

January saw another big rise in international stocks. Expectations of a soft landing have become entrenched as falling inflation encourages markets to dream big. The broader (~1,500 stock) MSCI index rose 4.5% over the month, up 24.7% over the year. The more concentrated S&P Global 100 was up ...

December saw equities take off into a Santa rally, although the rising Australian dollar tempered international stocks for Australian investors. Expectations of a soft landing have become entrenched as falling inflation encourages markets to dream.

November saw a sharp rebound in both bonds and equities. Expectations of a soft landing have become entrenched as falling inflation encourages markets to dream.

October is known as a month of heightened volatility, and this year it didn't disappoint. Returns swung from +3.5% to -3% before settling in the red at -1%. This is the third consecutive month of negative stock market returns, and while our tactical portfolios were not exempt, they all performed ...

September, historically a bearish month, once again proved true to form as all indexes were in retreat once the Fed indicated that interest rates are to stay stronger for longer. While our more defensively positioned Tactical portfolios outperformed their benchmarks they couldn't cushion all the ...

August proved to be a volatile month with the S&P 500 and Nasdaq-100 Indices posting their first monthly declines since February. Our more defensively positioned Tactical portfolios consequently outperformed their benchmarks as our large cash positioning meant we were able to avoid the negative ...

During the year to July, our Core Australian and Core International equity portfolios outperformed their benchmark, bolstered again by our defensive and underweight resources and bank stock exposures. That trend reversed in July though, as the most beaten-down stocks rallied. Our tactical ...

During the year to June, our Core Australian equity portfolio significantly outperformed the benchmark, ranking in the top 5 large-cap Australian funds, bolstered again by our defensive and underweight resources and bank stock exposures. In the most recent month, these weights led to slight ...

During May, our Australian equity portfolio significantly outperformed the benchmark, bolstered again by our defensive and underweight resources and bank stock exposures. Over the last year, our Australian portfolio has outperformed its benchmark by almost 9% on the back of that theme. Our ...

During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight resources and bank stock exposures. The ASX rose 1.8% and the MSCI World rose 3.1%, our Australian portfolio rose 3.1% and our international rose 4.4%. Our tactical portfolios ...

During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight bank stock exposures. Quality and growth stocks boomed, banks fell. The ASX fell slightly but our Australian portfolio rose 1.6% and our international rose 5%. Bonds rose around 3.5%.

Stock markets continued their on/off mode in January. This time it was on. The ASX 200 rose 6.2%. International stocks rose a similar amount, but the higher Australian dollar meant they only rose 3.0% in Australian dollar terms. Bond prices rose 3%, but most of that change was simply the reversal ...

Stock markets continued their on/off mode in December. This time it was off. Australian stocks fell 3.2%, international stocks fell a similar amount, but the higher Australian dollar meant they fell 5.4% in Australian dollar terms. Bond yields spiked higher mid-month following changes by the Bank ...