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 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
October 2023 Performance
October is known as a month of heightened volatility, and this year it didn't disappoint. Returns swung from +3.5% to
September 2023 Performance
September, historically a bearish month, once again proved true to form as all indexes were in retreat once the Fed