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:

Stock markets boomed in October after being smashed in September. International stocks were up 7%, Australian up almost 6%. Bond

Stock markets were smashed in September. The US market fell over 9%, but closer to -3% in local terms once

August was a tale of two halves. Global markets rallied for the first half of the month, and then gave

After crashing lower in June, stock markets staged a comeback in July. The ASX rose 5% and International stock markets

June was the month that what we have been saying since the start of the year finally hit home, the

After early weakness in May, stock markets bounced back strongly in the second half of the month. However, losses in