The Ozgrowth gross portfolio return for February was -2.3% and now stands at +42.2% for FY2021 to date. The corresponding returns for the All Ordinaries Index are +1.8% and +19.9%. In this short video we talk to the monthly contributions from a variety of sectors and the impact of base metal prices coming off highs. Also discussed […]
Read More »The Westoz investment portfolio declined in value by -4.2% in March. FY2021 portfolio return to date is now +25.6%. Corresponding returns for the All Ordinaries index are +1.8% and +19.9% respectively. In this short video we discuss the monthly result of the portfolio and the impact from weaker commodity prices. Also discussed is the news flow […]
Read More »The general market trends discussed on our last weekly continued over the intervening period…
Read More »Westoz Investment Company Limited has released its March 2021 Update…
Read More »Ozgrowth Limited has released its March 2021 Update…
Read More »The Westoz investment portfolio declined in value by 7.4% in February. FY2021 portfolio return to date is now +31.1%. Corresponding returns for the All Ordinaries index are +1.4% and +17.7% respectively. In this short video we discuss the monthly result of the portfolio and the impact of COVID disruptions. Also discussed is the news flow […]
Read More »The Ozgrowth gross portfolio return for February was -1.4% and now stands at +45.5% for FY2021 to date. The corresponding returns for the Small Ordinaries index are +1.5% and +22.8%. In this short video we talk to the monthly contributions from a variety of sectors and the markets response in the declining gold price. Also […]
Read More »The inflation fear trade which has governed financial markets for much of the last month subsided somewhat this week…
Read More »Local markets were broadly unchanged over the 7 day period…
Read More »Equity markets were turbulent this week…
Read More »