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:
December saw a strong performance from all of our tactical portfolios. Our Growth portfolio rose 2%, Accumulation rose 1.2% and
November saw a strong performance from all of our tactical portfolios, our growth portfolio rose 0.9% vs the median growth
October was not our month. Stock markets pulled back but rebounded mid-month to end in the black on the back
September saw stock markets pull back as issues around growth and inflation hit markets. Our core portfolios performed much better