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:

April continued the March boom, with the US leading the way, buoyed by a swift vaccine roll-out and fiscal stimulus

March was a month for value stocks to shine. Global markets boomed, up 5% and Australian markets rose 2.4%. We

After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, economic data, and interest rates.

January saw equity markets take a breather after a strong rally into the end of the year. Equity markets were

November saw equity market returns surge on the back of US election result clarity and positive news from a trifecta