Performance Reports
All of our clients have website access to see the stocks and bonds that they own, the reasons for owning them and a full history of performance.
In addition, we write a performance report each month to go through any changes to our positioning. See below for recent reports:
In November, global markets boomed on the back of the Trump election, continuing into December with a Santa rally for
In October, global markets continued to add to their performance, aided now by a falling Australian dollar. The Australian market
In September global markets continued to add to their performance so far this year, however the rising AUD offset all
In August global markets added to their strong performance so far this year, however the rising AUD offset all of
In June, the AI stocks continued to lead the charge, pushing stock markets higher. For the year to June, an
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our international portfolio outperformed given our
