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 2023 Performance
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight resources and bank stock exposures.
March 2023 Performance
During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight bank stock exposures. Quality and
February 2023 Performance
February was a mixed month. The ASX fell in price, down around 3%. Bonds were down around 1.6%. International stocks
January 2023 Performance
Stock markets continued their on/off mode in January. This time it was on. The ASX 200 rose 6.2%. International stocks
December 2022 Performance
Stock markets continued their on/off mode in December. This time it was off. Australian stocks fell 3.2%, international stocks fell
November 2022 Performance
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, but were held down by