October 20, 2021

Westoz Weekly – 20 October 2021

Category: Weekly Update

Australian equity markets rose over the week (All Ords. Index Acc. +1.5%) along with the Australian Dollar +1.7%…

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October 20, 2021

WIC Video Update – September 2021

Category: General News

The Westoz investment portfolio posted a gross portfolio return of -1.3% in September. The ASX All Ordinaries Acc. Index decreased -1.5% on a comparable basis. The Westoz gross portfolio return YTD is now at +4.7%. In this short video we discuss the portfolio highlight Kingsgate +104% (KCN.ASX), after an ASX release indicated the potential for […]

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October 20, 2021

OZG Video Update – September 2021

Category: General News

Ozgrowth Limited’s portfolio performed well ahead of the market in September, with a gross portfolio return of +4.6%. The ASX Small Ordinaries Acc. Index decreased -1.9% over the month for comparison. The Ozgrowth gross portfolio return YTD is now at +19.4%. In this short video we talk to the monthly contributions and the portfolio highlights. Please […]

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October 13, 2021

Westoz Weekly – 13 October 2021

Category: Weekly Update

Inflation was the theme for the week. Global bond yield curves went higher as financial market participants started to price in stronger for longer inflation…

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October 6, 2021

Westoz Weekly – 6 October 2021

Category: Weekly Update

The Australian equity market declined over the week, falling -0.6%. Oil prices continue to push up cushioning the fall, with energy (+2.7%) and utilities (+2.7%) rising despite OPEC confirming production increases…

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October 4, 2021

Westoz Investment Company – September 2021 Update

Category: Monthly Update

Westoz Investment Company Limited has released its September 2021 Update…

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October 4, 2021

Ozgrowth – September 2021 Update

Category: Monthly Update

Ozgrowth Limited has released its September 2021 Update…

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September 29, 2021

Westoz Weekly – 29 September 2021

Category: Weekly Update

It has been another interesting week in markets, receding fears of Evergrande credit contagion initially drove the market higher before the threat of rising inflation and interest rates took hold…

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September 22, 2021

Westoz Weekly – 22 September 2021

Category: Weekly Update

The shadow of a fading Chinese property boom loomed over the market this week. Markets decided to focus on the likelihood of Chinese giant, and highly indebted property developer, Evergrande, missing upcoming bank interest and bond coupon payments…

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September 17, 2021

WIC Video Update – August 2021

Category: General News

The Westoz investment portfolio posted a flat gross performance in August. In this short video we discuss the largest contributors to performance, Firefinch (FFX.ASX, +45%) and NRW Holdings (NWH.ASX, +11.5%). This was mainly offset by weakness in resources positions due to commodity price volatility. Please click on the above image to watch the video.

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