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:

February was a strong month for all of our portfolios. Markets continue to rally and our heavy overweight to international

January saw another big rise in international stocks. Expectations of a soft landing have become entrenched as falling inflation encourages

December saw equities take off into a Santa rally, although the rising Australian dollar tempered international stocks for Australian investors.

November saw a sharp rebound in both bonds and equities. Expectations of a soft landing have become entrenched as falling

October is known as a month of heightened volatility, and this year it didn't disappoint. Returns swung from +3.5% to

September, historically a bearish month, once again proved true to form as all indexes were in retreat once the Fed

1 2 3 … 14 Next »