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: 

February 2022 Performance
January 2022 Performance
December 2021 Performance
December saw a strong performance from all of our tactical portfolios. Our Growth portfolio rose 2%, Accumulation rose 1.2% and
November 2021 Performance
November saw a strong performance from all of our tactical portfolios, our growth portfolio rose 0.9% vs the median growth
October 2021 Performance
October was not our month. Stock markets pulled back but rebounded mid-month to end in the black on the back
September 2021 Performance
September saw stock markets pull back as issues around growth and inflation hit markets. Our core portfolios performed much better