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: 

May 2024 Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our international portfolio outperformed given our
April 2024 Performance
The stock market is convinced, maybe rightly, that the US central bank will bail them out if anything goes wrong.
February 2024 Performance
February was a strong month for all of our portfolios. Markets continue to rally and our heavy overweight to international
January 2024 Performance
January saw another big rise in international stocks. Expectations of a soft landing have become entrenched as falling inflation encourages
December 2023 Performance
December saw equities take off into a Santa rally, although the rising Australian dollar tempered international stocks for Australian investors.
November 2023 Performance
November saw a sharp rebound in both bonds and equities. Expectations of a soft landing have become entrenched as falling