The Value of Hybrid Intelligence

The idea that LLM technology will replace humans in many tasks has now gained great currency. It is useful, but I think it will itself be replaced by…

Oct 6 • The Savvy Yabby Report

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Technology and Investment Management

Every ten years or so I take a look into the future of the industry. I reprise an effort from ten years ago preparatory to updating this view for AI…

Oct 3 • The Savvy Yabby Report

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The Age of D.I.Y. Investment

Self-directed investment has a long history, dating from the early days of discount brokers in 1975, post the May-Day regulatory change to eliminate…

Oct 2 • The Savvy Yabby Report

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September 2026

Global 25 Performance for End August 2026

The FTSE Global All Cap Index was up 3.01% and the Portfolio up 3.46% for a positive alpha of 0.45%. There are no changes this month.

Sep 1 • The Savvy Yabby Report

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International 20 Performance for End August 2026

The FTSE Global All Cap Index was up 3.01% and the Portfolio up 0.61% for a negative alpha of -2.40%. There are no changes this month.

Sep 1 • The Savvy Yabby Report

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USA 20 Performance for End August 2026

The portfolio was up 3.06% and the S&P 500 2.72%, for a positive alpha of 0.34%. There are no changes this month.

Sep 1 • The Savvy Yabby Report

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Australian Performance for End August 2026

The Benchmark was up 1.54% on buying of resources and healthcare. Our model was up 0.88%, lagging -0.67%, in spite of strong resources, due to a crunch…

Sep 1 • The Savvy Yabby Report

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August 2026

Global 25 Performance for End July 2026

The FTSE Global All Cap Index was down -0.69% and the Portfolio up 6.13% for a positive alpha of 6.82%. There are no changes this month.

Aug 10 • The Savvy Yabby Report

International 20 Performance for End July 2026

The FTSE Global All Cap Index was down -0.69% and the Portfolio up 4.77% for a positive alpha of 5.47%. There are no changes this month.

Aug 10 • The Savvy Yabby Report

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USA 20 Performance for End July 2026

The S&P 500 up 0.195 and the Portfolio up 3.56% for a positive alpha of 3.37%. There are no changes this month. We include the full trading history and…

Aug 10 • The Savvy Yabby Report

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Australian Performance for End July 2026

It was a positive month overall, with the Benchmark surging 2.26% on buying of financials. Our model was up 1.44%, lagging -0.82% on relative weakness…

Aug 9 • The Savvy Yabby Report

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July 2026

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 • The Savvy Yabby Report

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