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:
Note: This is the first instalment of our performance report looking at our Australian and International direct share portfolios which
August saw the market continue the recovery as investors cheered positive news of a potential COVID-19 treatment and welcomed a
Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and
An ounce of prevention is worth a pound of cure. Coronavirus has shown this to be accurate, both in managing
May saw share markets extend their bounce in the face of worsening economic conditions. In particular the last week of
April saw a bounce back in share markets after one of the worst months ever for stock markets. Our portfolios
