DPW Monthly Market & Portfolio Update – April 2025
13 May
The DPW portfolios had positive performance this month, with returns ranging from 0.53% to 0.94% across risk categories, driven largely by the impact of new trade policy on global markets, and somewhat mitigated by bond...[Read More]
DPW Monthly Market & Portfolio Update – March 2025
4 April
The DPW portfolios gave up some performance this month, with returns ranging from -1% to -3% across our five risk categories, driven largely by short term uncertainty on global trade policy, and somewhat mitigated by our bond...[Read More]
DPW Quarterly Portfolio Positioning – March 2025
1 April
Market & Portfolio Update – March 2025 During the quarter, the DPW Portfolios delivered flat to slightly positive returns across the risk spectrum as volatility steadily increased through the quarter. International equities were a key...[Read More]
DPW Monthly Market & Portfolio Update – February 2025
6 March
Our DPW portfolios withstood a challenging month for investment markets, retracing some of our gains made in January, with monthly returns ranging from -0.5% to -2.3% across our risk spectrum, against a fall in the Australian share market of -3.8%...[Read More]
DPW Monthly Market & Portfolio Update – January 2025
6 February
Our DPW portfolios delivered a robust performance in January, with returns ranging from 1.5% to 3.6% across various risk categories, driven by strong results in both Australian and International equities. Macro Commentary Markets had a strong...[Read More]
DPW Quarterly Portfolio Positioning – December 2024
6 February
2024 PORTFOLIO PERFORMANCE SUMMARY In December markets capped off a strong year, the S&P/ASX 200 fell by 3.1% during the month. Almost all sectors ended the month weaker - rate sensitive sectors such as REITS (-6.93%) and IT (-4.4%) fell while...[Read More]
DPW Monthly Market & Portfolio Update – November 2024
6 December
In November, markets experienced strong returns, with the S&P/ASX 200 rising by 3.38% for the month. Most sectors delivered solid gains, led by Information Technology, which surged 10.38%, and Utilities, up 9.07%, driven by favourable trends in...[Read More]
DPW Monthly Market & Portfolio Update – October 2024
12 November
DPW portfolios were down slightly in October as global fixed income and the Australian dollar fell. The Australian equities sleeve generated an additional 20 basis points of Alpha over the benchmark, pleasingly our equities sleeve has...[Read More]
DPW Quarterly Portfolio Positioning – September 2024
12 November
PERFORMANCE UPDATE The portfolios performed in line with expectations during the quarter as all asset classes continued to rally. Performance was underpinned from continued strong alpha from the Australian equities' subsector. The...[Read More]
DPW Monthly Market & Portfolio Update – August 2024
25 September
DPW portfolios continued their strong performance over August, led by some solid stock picking, with the Australian Equities sleeve generating 0.3% alpha, the sleeve has outperformed its benchmark by 8.6% for the calendar year. All portfolios...[Read More]
DPW Monthly Market & Portfolio Update – July 2024
8 August
Our DPW portfolios continued their strong positive performance in July, led by some solid stock picking, with the Australian Equities ‘sleeve’ generating 0.5% added relative performance in July. The Australian Equities sleeve has outperformed...[Read More]
DPW Monthly Market & Portfolio Update – June 2024
26 July
The DPW Model Portfolios have continued their strong calendar year to date, posting further gains during the June quarter. These were spurred on by buoyant equity markets, solid returns from the “alternatives” funds within the portfolios and...[Read More]
DPW Quarterly Portfolio Positioning – June 2024
26 July
PERFORMANCE UPDATE A very strong quarter across all risk levels. Performance is underpinned by strong manager alpha (value add) across many subsectors, with both equities sectors and alternatives particular standouts. Our Australian Equities...[Read More]
DPW Quarterly Portfolio Positioning – March 2024
12 April
PERFORMANCE UPDATE A very strong quarter across all risk levels. Strong performance has been underpinned by strong manager alpha (value add) across many sub-sectors, with both equities sectors and alternatives particular...[Read More]
DPW Monthly Market & Portfolio Update – March 2024
12 April
Global equity markets have continued their march higher since the start of the calendar year, supported by a robust US company reporting season, with the global MSCI World Index (in AUD) finishing up +4.3% for the month of February. The gains were...[Read More]
EOFY countdown: personal tax tips to maximise your refund
15 May
As the end of the financial year approaches, it’s a smart time to start preparing your personal tax return. Being proactive now can help you avoid stress, maximise your deductions, and potentially increase your refund. Whether you’re a...[Read More]
Taxation for small business owners: EOFY preparation and working with your accountant
15 May
As the end of the financial year (EOFY) approaches, small business owners face one of the most critical periods in their business calendar. Proper preparation and a clear understanding of your taxation obligations can make a significant difference...[Read More]
Make the most of EOFY: super strategies to discuss with your financial adviser
15 May
As the end of the financial year (EOFY) approaches, it’s a timely reminder to check in on your financial health and take advantage of opportunities to strengthen your retirement savings. Whether you’re looking to grow your superannuation,...[Read More]
Understanding debt recycling – transform bad debt into good debt
15 May
Debt recycling is a financial strategy that can help you transform bad debt into good debt, boosting your wealth and enhancing your financial future. This article explains the concept, its benefits, risks, and how it might apply to your specific...[Read More]
Retire right: why seeking financial advice matters
15 May
Retirement is a major life milestone, representing the beginning of a new, exciting chapter. However, to truly enjoy retirement, careful planning is essential. Many people dream of a retirement filled with travel, leisure activities, and time...[Read More]
Legal language: why understanding legal terms is essential for every Australian
15 May
Here’s an introduction to some of the top legal terms commonly used in Australia, presented in a list format. Understanding these terms can be very helpful in navigating legal documents or discussions. Top 10 Legal Terms Used in...[Read More]
Living life with purpose: the key to a healthier, happier you
15 May
In a world that moves at lightning speed, it’s easy to get caught in the daily grind—ticking off to-do lists, meeting deadlines, and going through the motions. But research and real-life stories increasingly show that living with purpose,...[Read More]
Common misconceptions about life insurance
15 May
Life insurance is one of the most essential financial tools available, yet it is often misunderstood. Many individuals avoid taking out a policy due to misinformation or misconceptions that can leave them and their loved ones financially...[Read More]