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:
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, but were held down by
Stock markets boomed in October after being smashed in September. International stocks were up 7%, Australian up almost 6%. Bond
Stock markets were smashed in September. The US market fell over 9%, but closer to -3% in local terms once
August was a tale of two halves. Global markets rallied for the first half of the month, and then gave
After crashing lower in June, stock markets staged a comeback in July. The ASX rose 5% and International stock markets
June was the month that what we have been saying since the start of the year finally hit home, the
