Grow Your Wealth – Newsletter February 2020

February was a big month for the market. With pressure building as the market continued to climb, we were expecting a pull back in the market. With company valuations already fully stretched we had been recommending to clients for the past quarter to look at taking profits on those companies trading above their fair value.

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Newsletter

March 5, 2020

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2024 Wrap

2024 Wrap

The 2024 year has provided a 10% gain in the ASX 200, gold was up 28% and ten-year bonds were up. Is this the end of a two-year long bull market. If so, is it the start of a Goldilocks scenario? A Goldilocks environment is described as an ideal state for the economy,...

Time to adjust your portfolio.

Time to adjust your portfolio.

The easiest way to make money is to not lose it. This August reporting season is shaping up to be a negative earnings year. At this point we are expecting the earnings per share will be down 3.5%, noting that the 2023 year was also down 2.9% as well. Two consecutive...

Holding Cash

Holding Cash

Over the long-term holding cash will have a negative effect on your investments. We all know and understand the effects inflation has on cash. However, there are times when being overweight cash makes sense.  Over the past twelve months the ASX 200 has returned...