Updated for Wealth Coach clients

Below is a list of updates prepared by Stuart exclusively for his wealth advisory clients (in chronological order). Stuart will send you updates spasmodically i.e. whenever he has some important information to communicate.

  1. [Latest] – 16 April 2024 – in this update, Campbell and Stuart provide an update on investment markets and our review of alternatives to the Macquarie platform.
    25 January 2024 – in this update, Stuart reviews portfolio performance for the 2023 calendar year and benchmarks performance to the industry super funds. You can download the spreadsheet here.
  2. 18 December 2023 – in this update, Stuart discusses the status of the outstanding bulk trade with Macquarie (switching unhedged to hedged), wrap provider review, cessation of Vanguard Active Emerging Market Equity Fund and office closure dates.
  3. 28 July 2023 – in this update, Stuart reviews portfolio performance for the 2022/23 financial year and benchmarks performance to the industry super funds. You can download the spreadsheet here.
  4. 19 July 2023 – Stuart introduces a new team member, Campbell Wallace. 
  5. 1 Feb 2023 – Stuart provides an update on super returns for the 2022 calendar year and benchmarks performance to the industry super funds. Click here to view the spreadsheet he discusses in the video.
  6. 10 October 2022 – Given the recent continued market volatility, Stuart has provided another market update/commentary.
  7. 27 September 2022 – Stuart provides a general market update.
  8. 28 July 2022 – in this update, Stuart reviews portfolio performance for the 2021/22 financial year and benchmarks performance to the industry super funds. You can download the spreadsheet here.
  9. 19 July 2022 – in this update Stuart reviews bond market returns for the 2021/22 financial year and his shares his short-term expectations for a bond market recovery.
  10. 4 July 2022: in this update Stuart provides an update on markets and what to expect.
  11. 20 May 2022 – in this update Stuart shares his thoughts on what’s driving inflation, interest rates and market volatility – most importantly, what to expect over the next 1 to 2 years.
  12. 21 April 2022: In this update, Stuart talks about recent volatility, share market performance, interest rate expectations and how they are impacting bond values and an update on the property market.
  13. 24 February 2022 – Stuart talks about recent higher volatility in share markets, its impact on your portfolio and interest rate expectations in Australia and how they are impacting bond values.
  14. 27 January 2022 – provides an update on (1) super returns for 2021 and (2) share markets.
  15. 30 September 2021 – provides an update on share markets, the property market and bond valuations.
  16. 27 July 2021 – review of investment portfolio returns for the year ended 30 June 2021.
  17. 6 June 2021 – update on all markets including inflationary expectations.
  18. 2 March 2021 – provides an update on future-proofing our business, the bond market, the share market and the property market.
  19. 4 Feb 2021 – review of investment portfolio returns for the year ended 31 December 2020.
  20. 20 January 2021 – I provide an update on share and investment markets, changes to an investment we use (QUS) and the Australian economy.
  21. 30 November 2020 – I provide an update on share markets, the US election, impact of a vaccine, oil price and the domestic property market.
  22. 12 October 2020 – I provide an update on markets and share a report that I have just published which investigates what has contributed to the under-performance of investment-grade apartment (particularly in Melbourne) over the past 8-10 years.
  23. 25 September 2020 – I provide an update on markets, the potential impact of the US election and the outlook for the property market.
  24. 19 August 2020 – I provide an update on markets, valuations, risks and how we are accomodating these.
  25. 24 July 2020 – review of super and investment portfolio returns for the financial year ended 30 June 2020.
  26. 26 June 2020 – update on markets and in particular, the concern of have with valuation of some businesses and sectors.
  27. 5 June 2020 – update on markets and my approach with respect to investing at the moment e.g. skew towards the UK, mid-cap in Australia, value in Australian and internationally and so on.
  28. 28 May 2020 – update on markets, why I’m comfortable investing, and impact of lower dividends.
  29. 15 May 2020 – update on markets, impact of JobKeeper and consumer confidence. And a general lending market update here.
  30. 8 May 2020 – update on all markets including the property market.
  31. 24 April 2020 – detailed overview of markets including which markets represent the best value.
  32. 16 April 2020 – update on markets and insights from Prof. Edward Lazear.
  33. 2 April 2020 – update including the new JobKeeper package.
  34. 26 March 2020 – update on markets during Covid. Discussion on CAPE ratio and which markets are showing value.
  35. 19 March 2020 – update on market during the Covid pandemic. A reminder that we must play the long game.
  36. 12 March 2020 – the first update on the impact of Covid on markets.
  37. Feb 2020 – review of investment portfolio returns for the year ended 31 December 2019.