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 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 Ozgrowth portfolio posted a return of +1.7% (before fees and taxes) over the opening month of 2021. The ASX Small Ords. closed January near flat, slightly underperforming the broader ASX All Ordinaries index. In this short video we talk to strong positive monthly contributions from a variety of sectors and including a net positive […]
Read More »The Westoz investment portfolio increased in value by +2% over the month of January. Volatility in financial markets increased as the month progressed, with the ASX All Ordinaries finishing flat for the month having been +4% at one stage. In this short video we discuss portfolio news flow over the period and positive/negative contributors to the Company’s […]
Read More »The Ozgrowth portfolio posted a return of 45% (before fees and taxes) over the first half FY2021, aided by another very strong (+8.9%) monthly return in December. In this short video we talk to strong positive monthly contributions from a variety of sectors and including a net positive contribution from gold and nickel holdings. Please click […]
Read More »The Westoz portfolio posted another strong month (+6.3%) to finish up 38.8% for the December half. In this short video we discuss portfolio news flow over the period and positive/negative contributors to the Company’s investment portfolio. Please click on the above image to watch the video.
Read More »The Ozgrowth portfolio increased in value by 12% in November and has now added 33% since 30th June 2020. In this short video we talk to strong positive monthly contributions from a variety of sectors and including a net positive contribution from gold holdings.
Read More »November was strongest monthly performance (+21.7%) since inception drives pre-tax NTA gain of over 20c/share. In this short video we discuss portfolio news flow over the period and positive/negative contributors to the Company’s investment portfolio. We also talk to portfolio investment activity and the increasingly positive economic indicators emerging in Western Australia.
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