HNW Monthly Performance – November 2024

In November, the HNW Australian Equity Portfolio gained +3.8% matching the ASX200 TR +3.78%, a satisfactory outcome for a lower beta income-focused portfolio.  Global markets, particularly the S&P500 (+6%), liked the look of another 4 years of Trump. Domestically, the February 2025 [...]

2024-12-12T14:48:06+11:00December 12, 2024|

HNW Monthly Performance – September 2024

In September, the HNW Australian Equity Portfolio gained by +1.67%, trailing the ASX200 TR +2.68%, a disappointing outcome with the relative underperformance occurring during the final five days of the month after the announcement of measures in China to stimulate their faltering [...]

2024-11-07T16:18:23+11:00October 2, 2024|
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