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: 

January saw another big rise in international stocks. Expectations of a soft landing have become entrenched as falling inflation encourages
December saw equities take off into a Santa rally, although the rising Australian dollar tempered international stocks for Australian investors.
November saw a sharp rebound in both bonds and equities. Expectations of a soft landing have become entrenched as falling
October is known as a month of heightened volatility, and this year it didn't disappoint. Returns swung from +3.5% to
September, historically a bearish month, once again proved true to form as all indexes were in retreat once the Fed
August proved to be a volatile month with the S&P 500 and Nasdaq-100 Indices posting their first monthly declines since

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