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 […]
Read More »The Ozgrowth portfolio performance was strong in May, with a gross portfolio return of +4.9%. Financial Year 2021 performance now stands at +64.5% to date. In this short video we talk to the monthly contributions from some of our largest holdings. Also discussed is the news flow over the period and talks on a possible Orecorp (ORR.ASX) […]
Read More »The Ozgrowth portfolio performance was strong in April, with a gross portfolio return of +10%. Financial Year 2021 performance now stands at +57% to date. In this short video we talk to the monthly contributions from our project developer holdings. Also discussed is the news flow over the period and the fund’s industrial positions. Please click […]
Read More »The Westoz investment portfolio posted gross investment performance in April of +6.0%, lifting financial year 2021 performance to +33.2%. The ASX All Ordinaries Acc. Index increased by 3.9% in April and is now up 24.6% for FY2021 to date. In this short video we discuss the positive monthly return from gold companies in the portfolio and the biggest […]
Read More »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 […]
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