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: 

April 2019 Performance
The big movement for the April was the pullback in bond prices following a stellar few months, although bond prices
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Nucleus Wealth March Performance
March 2019 Performance
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more interest to our investors though:
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Feb 2019 Performance
Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian
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January 2019 Performance
Stock markets continued to rally in January and the start of February to recover most of the losses from late
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December 2018 Performance
Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise
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November 2018 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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