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 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
The stock market is convinced, maybe rightly, that the US central bank will bail them out if anything goes wrong.
February was a strong month for all of our portfolios. Markets continue to rally and our heavy overweight to international
