Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sun rise over Uluru, improving your golf handicap or spending time with the grandkids, superannuation is likely to be a major source of your retirement income. The more money…
The Core Value Portfolio (CVP) generated a return of -0.2% in January, with volatility in equity markets impacting returns late in the month. The volatility in the last week of January saw the Australian equity market give up most of its gains from earlier in the month however, it still managed to finish slightly up…
The Core Value Portfolio (CVP) produced a return of (+0.8%) in December, with markets continuing to see positive tailwinds on the back of a more optimistic economic outlook. The Australian equity market experienced another positive month finishing up (+1.8%), benefiting from upbeat investor sentiment. The strongest performers were SGH ICE (+3.3%) and the Firetrail Australian…
The Core Value Portfolio (CVP) generated a return of +3.8% in November, following the resolution of the US election and encouraging developments with the Covid-19 Vaccine. The Australian equity market rose on the back of this promising news and finished the month up +10.2%. The best performers were the Allan Gray Australia Equity Fund (+18.1%)…
Retirees are often anxious when they retire. Their regular salary ceases and they need to adjust to living off their superannuation, any investments and the Age Pension (if they qualify). Many retirees try to live off the income their super or investments generate – without eating into their capital. Up until 2020 we would advise…
The Core Value Portfolio (CVP) returned +0.67% in October, as volatility caused mixed results across markets. The Australian equity market began strongly but gave up some of its gains towards the end of the month, finishing up (+1.9%). The Allan Gray Australian Equity Fund (+2.9%), Firetrail Australian High Conviction Fund (+2.3%), and Bennelong Concentrated Australian…
Beginning my career in financial services in 2007, what impressed me most about the profession was (and still is) the immense amount of value we could provide to clients through the provision of strategic financial advice. One strategy that particularly stood out to me most (2007/8 and 2008/9 financial years) was utilising generous concessional contribution…
The Core Value Portfolio (CVP) returned -0.4% in September, as uncertainly amongst global markets rose and all equity markets saw negative returns as a result. The Australian market retracted in September closing down (-3.7%), with all Australian equity investments in the portfolio detracting from performance . SGH ICE (-1.8%), Bennelong Concentrated Australian Equities (-1.9%) and…
Investors usually have mixed feelings about cash. In bull markets, cash is shunned whereas in volatile bear markets, when equities and bond prices are falling, it can be looked on as a safe heaven and ready liquidity. Attempting to successfully time your re-entry into markets can be challenging even for professional fund managers. Fund managers…
Building a bridge to recovery In what has been billed as one of the most important budgets since the Great Depression, and the first since the onset of the COVID-19 pandemic dragged Australia into its first recession in almost 30 years, Treasurer Josh Frydenberg said the next phase of the journey is to secure Australia’s…
