Category: Finances

  • Calendar Year 2022 – Annual Portfolio Review

    Calendar Year 2022 – Annual Portfolio Review

    Reflecting on 2022, it was a challenging yet pivotal year for our portfolio, marked by significant market turbulence but also key opportunities across various asset classes. While we faced a shifting macroeconomic landscape, our portfolio weathered the storm returning 11.14% for the year that although this is below our target of 14%, it was an…

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  • Taking the Boy Out of Wagga Wagga

    Taking the Boy Out of Wagga Wagga

    I had the benefit of humble beginnings, growing up in the town of Wagga Wagga in a working-class family with both of my parents being public school teachers. As the oldest of four children, my three brothers and I attended the local public schools for both primary and secondary education. While my parents didn’t have…

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