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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
1
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
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The Savvy Yabby Report
2
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
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The Savvy Yabby Report
3
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
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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 20.33%, 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
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