The Stonehouse Core Value Portfolio (CVP) continued it’s positive momentum in November, returning +0.87% in a strong month for equities that saw the Australian share market gain +1.6% and the MSCI World Index up +1.7% (in AUD Hedged terms). The Australian dollar (-1.2%) continued to weaken while Australian bonds were up (+1.0%) during the month….
While the decrease in variable interest rates over the last few years have been good news for all homeowners, a recent study indicates that the real winners are those who are willing to make the switch. The RBA have recently released a report outlining the cost of remaining loyal to your bank. The findings…
The Stonehouse Core Value Portfolio rose strongly in October (+2.46%), taking the 12 month rolling return to +8.5%, a welcome result for investors. The month saw the Australian share market finish up +4.0% and the MSCI World Index delivered a solid return of +2.7% (in AUD Hedged terms). The Australian Dollar (-2.2%) continued to weaken…
The Stonehouse Core Value Portfolio (CVP) rose +1.0% in September, in a month that saw the Australian share market finish slightly down (-0.02%) while the MSCI World Index delivered a solid positive return of +2.4% (in AUD Hedged terms). The Australian dollar (-0.8%) continued to weaken and Australian bonds also fell (-0.3%) during the month….
The Stonehouse Core Value Portfolio rose +0.5% in August, in a month that also saw the Australian share market (+0.7%) finish higher, while the MSCI World (+0.2% in AUD Hedged terms) delivered a small positive return. The Australian dollar gave back some of the previous months’ strong performance (-1.0%), while Australian bonds rose +0.2% and…
The Stonehouse Core Value Portfolio began the new financial year slightly down (-0.18%), in a month that also saw the Australian share market finish flat. The MSCI World Index returned -1.2% in unhedged currency terms which spoke to a month where the Australian dollar had substantial consequences for the Australian investor, appreciating strongly (+3.7%) to…
Preparing your individual tax return is a somewhat complicated process since you need to consider multiple sections such as income, deductions, gains/losses, tax offsets, and Medicare levy. One area that can cause some confusion is the deductions section and it even gets more complicated when you’re claiming work-related expenses. Whether you’re preparing your individual tax…
There is a much-debated topic in the world of credit, it’s one that has been increasingly thrust into the spotlight in the last few years. Should you repay your loan using principal & Interest (P&I) repayments or Interest Only (I/O) repayments? I have met more than my fair share of clients over the years who…
