This quarter saw fresh all-time highs for the US market – again – and the Australian market also reset the record for its all-time high on June 16th at 7,406.2 for the ASX200, having now fully recovered from, and exceeded the pre-covid hig...
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Cloudbreak – Tribeca Lunch In May we were fortunate to host the team from Tribeca Investment Partners for a client lunch here in Kiama. Tribeca is one of Asia’s most successful fund managers with a high-quality team and stellar track record. ...
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Moving into our new office at the beginning of the year, we spent hours (cumulatively, probably days) on the phone to the large telcos trying to get the NBN connected. It was infuriating and a complete waste of our time. After 2 MONTHS of getting now...
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The headline above is a very common question that I hear all too regularly. It’s usually followed with a question along the lines of: “is there a better alternative that I don’t know about?”. The short answer to this question is: yes. The pur...
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Property as an asset class has its place in any portfolio. As Australians we tend to make the property weighting very high, usually by acquiring the family home then adding investment properties. There are many factors influencing this, and the purpo...
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Cover Image: a black swan in economic terms is an unpredictable event that has severe consequences; characterised by their extreme rarity, severe impact, and the widespread insistence that they were obvious in hindsight. Aside from the notion it was ...
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Where does the name come from? Many people have asked me where the name Cloudbreak Wealth comes from. Sometimes the question is asked a different way, which is: “So you must be a surfer?”. Cloudbreak is a surf break in Fiji (pictured abov...
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It was a bit like the old footy cliche that gets thrown out in every post-match interview: “It was a game of two halves”… Is 1 Year all that important? Before I go any further, I want to stress the point that in the context of inves...
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For a variety of reasons, many people are starting to explore investment bonds in some detail. There is more to them than just the tax benefits (which shouldn’t be underestimated), as you will see below. Many of my conversations centre around i...
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