Portfolio Update – May 2025

Portfolio summary Current portfolio value is $226,496 after 58 months. The change in portfolio value for the month was +4.0% (March $217,839). The investment return for the month

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Portfolio Update – April 2025

Portfolio summary Current portfolio value is $217,839 after 57 months. The change in portfolio value for the month was +8.9% (March $200,045). The investment return for the month

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This Australia Aluminium Company Ticks All My Boxes

The idea Capral is an Australian small cap which operates exclusively in the end-product aluminium sector. Capral currently trades at a market cap of $160m with $68m cash

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Portfolio Update – March 2025

Portfolio summary Current portfolio value is $200,450 after 56 months. The change in portfolio value for the month was -3.47% (February $208,340). The investment return for the month

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A Closer Look At Deckers

Some of the best investing advice you’ll hear is to “invest in what you know”. It’s difficult to understand a business if you don’t understand the product or

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Why I’m Not Investing In AI or EVs

I get asked this question a lot – more specifically about Tesla and Nvidia, but in general about AI and electrical vehicles. The reason I haven’t invested heavily

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Summerset Analysis (Value Investor’s Club Submission)

This was submitted to Value Investors Club on 24 Jan 2025. Will update on acceptance! Summerset Group is an operator in the retirement sector in New Zealand and

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Portfolio Update – December 2024

The year has closed and it’s been a huge year for markets – let’s wrap up how the quarter went and the year in general! Crypto Bitcoin continued

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Why Recessions Happen (And How To Profit) – Part 2

Read Part 1 here. New Zealand is a primary producer of red meat. We supply 5% of the world’s lamb and beef. For a country as tiny as

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Binance Blockchain Week In Dubai!

I’m currently in Dubai and was lucky enough to attend Binance Blockchain Week 2024! This was my first crypto event and I was excited to see what kind

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The Diderot Effect

Denis Diderot was a French writer and philosopher who lived in poverty almost his entire life. Diderot was mostly known for founding the Encyclopedie, a French encyclopedia and

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Volatility Is Your Friend

One reason people avoid the stock market is risk. You will hear things like “You can lose money so fast, I feel much safer with a term deposit.”

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Portfolio Update – September 2024

It’s been a while since I did a written portfolio update, mostly because nothing much changes month-to-month anymore (I still have monthly updates on the Instagram page). However,

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Is Indexing Still A Good Investment Strategy?

When investing in stocks today, the common advice is to stick your money in the S&P 500 Index and forget about it. The benefits of this are: Near-zero

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Is It Ethical To Invest In Fossil Fuels?

Coal has been used for cooking/heating homes through various periods in history, but became the standard around the Industrial Revolution in the late 1700s. The steam engine replaced

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Ryman Healthcare – Bargain Or Disaster?

I was a shareholder in Ryman Healthcare for many years. In fact, it was one of my best-ever picks. I was a buyer between 2007-2009, an investment of

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Compounding Is Everywhere

I recently watched this show on Netflix about the blue zones – areas of the world where people live to 100+ or more regularly. One that was of

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Portfolio Update – May 2024

Been a couple of month since I did a portfolio update, mostly because nothing has been changing. Bitcoin has been floating in the 65k to 70k range, and

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XAPO Review – A Bitcoin Bank Available To Kiwis

Xapo Bank REVIEWXapo is a registered bank based in Gibraltar which merges Bitcoin and USD banking facilities. Accounts are interest-earning and all deposits are government-insured up to EUR

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What’s Happening At Michael Hill?

Michael Hill’s share price recently tanked to $0.44, from a high of $1.40 in January 2022. It was its latest trading update which did the damage. To summarise

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