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EOFY 2026 Global 25 Model Portfolio
The Global 25 Stock Model finished midway between our US model and our non-US International Model. It returned 10.83%, against a benchmark return of…
Jul 7
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The Savvy Yabby Report
2
EOFY 2026 International 20 Model Portfolio
The International 20 Stock model had a poor financial year end due to the final quarter effect of the Israel-USA-Iran war on Asian stocks.
Jul 7
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The Savvy Yabby Report
2
2
EOFY 2026 US 20 Model Portfolio
It was an okay year in absolute terms, with the model up 20.26%, but lagging the S&P 500 at 22.05%. This was all down to the last quarter, where we…
Jul 5
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The Savvy Yabby Report
2
June 2026
EOFY Rebalance Australian 20 Portfolio
Ahead of 30-Jun-26 we review a good year and make some adjustments to reduce overweights in resources and close up some underweight to financials.
Jun 29
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The Savvy Yabby Report
2
The Entrepreneurial Challenge
The abolition of the CGT discount is definitely a minus for entrepreneurs on the tax side. However, it will also reduce factor values like land prices…
Jun 26
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The Savvy Yabby Report
1
The Value of Tax-Deferred Capital Gains
There has been public angst over the recent Capital Gains Tax changes. While the PAYG CGT discount has gone, the higher tax rate does not change the…
Jun 22
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The Savvy Yabby Report
5
Birds and Frogs
The mathematical physicist Freeman Dyson is famous for not having won a Nobel Prize for Quantum Electrodynamics (QED). This is not because he lacked for…
Jun 13
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The Savvy Yabby Report
8
2
What is the Future of Artificial Intelligence?
Artificial Intelligence presents many opportunities for investment in public markets but is also huge for entrepreneurial opportunity. The big…
Jun 11
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The Savvy Yabby Report
4
Model Performance Updates May-2026
The Australian Model 20 had a great month. The Global models were up modestly but were behind their benchmarks due to a wild surge in AI infrastructure…
Jun 7
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The Savvy Yabby Report
3
April 2026
Model Performance Updates Apr-2026
The markets continue to swing wildly for the on-again-off-again Gulf War Infinity.
Apr 28
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The Savvy Yabby Report
3
Gold in the Hand vs. Gold in the Ground: NST
A brief follow-up on how NST.AX vs. GLDN.AX has played out since 23-Mar-26
Apr 1
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The Savvy Yabby Report
9
March 2026
Global Rebalance for End March 2026
Starting this month, we schedule rebalances for month-end and notify early. Lightening consumer discretionary exposure and avoiding energy risks to Asia…
Mar 31
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The Savvy Yabby Report
3
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