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March 28, 2024

July Folio Update – Week 1

The ASX continues to be in a sideways trend. Broke the 6000 points support level. We’re quite happy with the companies and sectors we’re researching. There are still opportunities to be found for long term value investing. Looking for disruptors and companies that can withstand short term turbulence. We encourage…

June Folio Update – Week 1

The market in some sectors like Energy, Financials and Industrials is showing signs of recovery. Other sectors like Technology and Healthcare, that were stronger in April and May, are now softer. These are short term trends and don’t change our strategy in any way. Still looking for quality companies and…

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