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 […]
Read More »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 […]
Read More »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.
Read More »Ozgrowth Limited’s portfolio performance was strong again in August, with a gross portfolio return of +6.8%. The ASX Small Ordinaries Acc. Index increased +5.0% over the month for comparison. In this short video we talk to the monthly contributions and the portfolio highlights from Red Hill Iron (RHI.ASX, +269%), Firefinch (FFX.ASX, +45%) and Austin Engineering (ANG.ASX, +30%). […]
Read More »Ozgrowth Limited’s investment portfolio enjoyed a strong start to FY2022 with gross investment return of +6.9% for the month of July. In this short video we talk to the monthly contributions and the portfolio highlight for the month being a +47.5% return from Empired Ltd following an all cash takeover approach. Also discussed is the recent boost […]
Read More »The Westoz investment portfolio enjoyed a strong start to FY2022 with gross investment performance of +6.0% for the month of July. In this short video we discuss the largest contributors to performance in the mining services sector. Please click on the above image to watch the video.
Read More »Naika Palma and Phil Rees discuss the Dividend Reinvestment Plans (DRP) for WIC.ASX and OZG.ASX. With dividend season just around the corner, shareholders should review their current preference and update it if need be. Benefits of a DRP include: No transaction fees or brokerage, priced at a discount to after tax NTA, potential for compounding growth […]
Read More »The Westoz investment portfolio finished FY2021 with gross investment performance of +34.0%. The ASX All Ordinaries Acc. Index increased +30.2% on a comparable basis. In June, the Westoz investment portfolio returned +1.8%. In this short video we briefly discuss June performance before reviewing the year and current outlook. Please click on the above image to watch the video.
Read More »Ozgrowth Limited’s investment portfolio finished FY2021 with gross investment performance of +62.9%. On a comparable basis the ASX Small Ordinaries Acc. Index increased +33.2% over the same period. In June, the Ozgrowth portfolio returned -1.0%. In this short video we briefly discuss June performance before reviewing the year and current outlook. Please click on the above […]
Read More »The Westoz investment portfolio posted gross investment performance in May of -1.3%, lifting financial year 2021 performance to +31.6%. On an equivalent basis the ASX All Ordinaries Acc. Index rose +2% for the month and has increased in value by +27% financial year to date. In this short video we discuss the positive monthly return from gold companies in the […]
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