Category: 2020

Happy New Year to our much appreciated subscribers. 2020 was a devastating year that we will all be happy to put behind us. The terrible events of the year, which continue to take the lives of the world’s most vulnerable, truly remind us of the relative unimportance of strong...

Welcome to our first end of financial year newsletter.  We are very proud to have completed our first full year of operations, achieving significant outperformance (+24.96% vs ASX300 performance of -10.81%). The structure of this newsletter will be:  Thank You Performance Figures Quarterly Portfolio Changes (including our favourite new...

Performance Figures The portfolio rose +9.67% over January, outperforming the ASX300 performance of +4.89% by +4.78%. We were very pleased with the result – a great start to the decade. Such strong index performance is incredibly hard to keep up with (let alone, outperform) when holding any cash or...

This, Too, Shall Pass… Performance Figures The portfolio fell -41.4% over the March quarter, underperforming the ASX300 performance of -24.3% by -17.1%. We are very disappointed but always endeavour to allocate capital (according to our Ground Rules) to avoid underperformance during the 81% of years that markets rise. The...