Blog Posts

Impact investing is bullshit
Elizabeth Knight has a look today at impact investing and millennials: Whether or not you subscribe to the view that today’s
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Another broken broker.
Another unfortunate stockbroker collapse announcement in Halifax Investment Management leaving thousands of clients with over $200 million frozen while administrators
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UBS: Labor franking reform to boost buybacks
Via UBS: …Labor’s proposed franking ‘scale-back’ also makes the near-term return of excess franking credits more attractive. Figure4 ranks the
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Is your fund manager swimming naked?
Only when the tide goes out do you discover who has been swimming naked.  Warren Buffett It is a market
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Ethical Snake Oil
Environmental, social and governance investing, also known as ESG is a common way for investors to look to add ethics
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Big Picture Oil Production
EIA put out a timely reminder of the big picture for US oil. There has never been more proved reserves or
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Performance Reports

November Performance
Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune
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October 2018 Performance
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large.
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September Performance
After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economic
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Nucleus Performance
August 2018 Performance
International stock markets ripped higher in August and both the Australian dollar and bond yields fell, completing a trifecta of
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1st year performance
July Performance
July marked our first full year of live investment as Nucleus Wealth. We started the year with a view that
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June Performance
June continued to see positive returns across our portfolios,  our Australian fund was up 2.3%, International up 1.3% and the
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Webinar Library     

Nucleus Investment Insights – China in 2019
Join Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at
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Nucleus Investment Insights – Special Guest Erik Townsend
Today on the podcast we have Erik Townsend, a retired software entrepreneur turned hedge fund manager, public speaker and co-author
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Nucleus Investment Insights – Spotting Dodgy Advice
This week’s webinar (12:30pm AEST, Thursday 29 Nov) – brings dodgy financial advice under the spot light. Sharing your financial
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Nucleus Investment Insights – The Great Australian House Crash
This week’s webinar (12:30pm AEST, Thursday 22 Nov) – is an Australian Housing Crash update. A slump in auction clearance
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Nucleus Investment Insights – The Australian Debt Crisis Playbook
This week’s webinar we have David, Damien and Tim as we take a deep dive into the quantum of Australian
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Nucleus Investment Insights – Americas Choice
This week’s webinar is a US election special. What the US mid term election result means for your portfolio, and how
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Podcasts  

For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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