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:

September has historically been the worst month for the stock market, and this year was no exception with global equities

Note: This is the first instalment of our performance report looking at our Australian and International direct share portfolios which

August saw the market continue the recovery as investors cheered positive news of a potential COVID-19 treatment and welcomed a

Investment markets are in the eye of the storm. The initial storm danger came as COVID-19 hit, decimating jobs and

An ounce of prevention is worth a pound of cure. Coronavirus has shown this to be accurate, both in managing

May saw share markets extend their bounce in the face of worsening economic conditions. In particular the last week of