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: 

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
Inflation scenarios
October 2022 Performance
Stock markets boomed in October after being smashed in September. International stocks were up 7%, Australian up almost 6%. Bond