by Jason Fittler | Jan 20, 2025 | Articles, Newsletter
It is the start of a new year, a time to review your portfolio to ensure it is best placed to achieve returns for 2025 year. The 2025 year will be a tricky year to negotiate so this coming year we will need to be flexible as conditions change. We expect that the 2025...
by Jason Fittler | Dec 16, 2024 | Articles, Newsletter
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,...
by Jason Fittler | Aug 16, 2024 | Articles, Newsletter
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...
by Jason Fittler | Jul 19, 2024 | Articles, Newsletter
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...
by Jason Fittler | Jun 27, 2024 | Articles, Newsletter
Back in 2022 a financial advice company Dixon Advisory collapsed. I expect most of our clients would have been unaware of the collapse. I raise the issue now as we are once going into a more volatile time in the market. I have below included an article in regards...
