Ozgrowth Limited’s investment portfolio posted monthly gross performance of +5.0%, which brings the portfolio return for the first half of FY2022 to +33%. The equivalent returns for the ASX Small Ordinaries Accum. are +1.4% and +5.5% respectively. In this short video we talk of the significant performers over the first half of FY2022, including Red Hill Iron (RHI.ASX, […]
Read More »The Westoz investment portfolio posted a monthly gross performance of +5.6%, which brings the portfolio return for the first half of FY2022 to +15.7%. Comparative returns for the ASX All Ordinaries Index are +2.7% and +4.6% respectively. In this short video we discuss the significant performers over the first half of 2022: Neometals (NMT.ASX, +213%); Kingsgate (KCN.ASX, +131%); and, […]
Read More »The market displayed all the hallmarks of an inflation driven cyclical rotation over the last week, with commodity prices (particularly oil, +6%) and bond rates all rising strongly…
Read More »Ozgrowth Limited has released its December 2021 Update…
Read More »Westoz Investment Company Limited has released its December 2021 Update…
Read More »The COVID Omicron variant, and potential movement restrictions, dominated headlines over the week…
Read More »The local share market appreciated approx. +1.2% over the week. This move all happened on day one, as we played catch up with US moves last Tuesday night our time, and the rest of the week saw no real move either way…
Read More »It was an interesting week in markets over which we saw fears of an economic slowdown dissipate, driven by increased knowledge on the relative mildness of the COVID Omicron variant…
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