Blog Posts

Investment tips for the Nervous Investor
This post is dedicated to all of the Nervous Investors out there: you know who you are.  You want to
Read more.
The end is nigh, but not that nigh
Investment markets are late in the economic cycle,  the issue being that you never know when the end will come.
Read more.
An investment view of Trump
The Hitchhikers Guide to the Galaxy has a galactic president: The President is very much a figurehead… the qualities he
Read more.
Tax Statements for FY2017-18
Just a note to say that the annual tax statements are currently being calculated by Linear Asset Management and all
Read more.
Hopelessly Conflicted
There is more from the Royal Commission grilling of National Australia Bank today,  “Hopelessly Conflicted” is one term that I’m
Read more.
Another financial crime band-aid
News out this morning that ASIC Chairman James Shipton has greenlit the prospect of tactical taskforces to be embedded in
Read more.
Back to top

Performance Reports

Nucleus Relative Performance
April Performance
April saw markets bounce back from a poor March, and our portfolios saw healthy gains with our international portfolio up
Read more.
March Performance
March was a shocker for the ASX with the ASX200 down over 4%. Investors in our tactical funds did much
Read more.
February Performance
Our pitch to investors has been that by investing in a mix of quality and value stocks that you can avoid
Read more.
January Performance
January Performance
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
Read more.
Nucleus December Performance
December Performance
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,
Read more.
Nucleus November performance
November Performance
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
Read more.
Back to top

Webinar Library     

Nucleus Investment Insights – A Super Problem?
This week’s webinar is a focus on the structural problems with superannuation: – How tax breaks are skewed – Superannuation
Read more.
Nucleus Investment Insights – Volatility Explosion!
We have had our 2nd big market wobble for 2018, perhaps marking a return of uncertainty after a tremendous multi
Read more.
Nucleus Investment Insights – Cold War 2.0
Join Nucleus Wealth Head of Investments, Damien Klassen, Head of Strategy David Llewellyn Smith and Tim Fuller as we discuss
Read more.
Nucleus Investment Insights – Melbourne Seminar Recordings
Click here to view the playlist of our recent Nucleus Wealth Seminar series. This video was recorded at the 2018
Read more.
Nucleus Investment Insights – Special Guest Philip Soos
This week on Nucleus Investment Insights we chat to Philip Soos, an independent economist, PhD candidate investigating bank crime and
Read more.
Nucleus Investment Insights – Australian Dollar Reflation?
Listen in as Nucleus Wealth Head of Investments, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller discuss the
Read more.
Back to top

Podcasts  

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

Subscribe on Android    Nucleus Wealth Insights   Subscribe by Email

Back to top