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 2021 Performance
After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, economic data, and interest rates.
January 2021 Performance
January saw equity markets take a breather after a strong rally into the end of the year. Equity markets were
December 2020 Performance
November 2020 Performance
November saw equity market returns surge on the back of US election result clarity and positive news from a trifecta
October 2020 Performance - Tactical Portfolios
October saw domestic multi-asset portfolios achieve small gains with Australian equities the prime driver. International markets fell reflecting uncertainties of
S&P 500 valuations look stretched
October 2020 Performance - Core Share Portfolios
Note: This is part 1 of our performance report looking at Australian and International direct share portfolios. Part 2 is