Marcus Bogdan
Investor Update - August 2024
New Heights Amidst Sector Divergence The ASX 200 reached new record highs in August, marking its fourth consecutive monthly gain with a...
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Marcus Bogdan
- Aug 8
- 2 min
Investor Update - July 2024
ASX 200 Hits Record High in July: Key Drivers and Sector Performance The ASX 200 surged by 4.2% in July, reaching a new peak for the...
Marcus Bogdan
- Jul 11
- 2 min
Investor Update - June 2024 - End of Financial Year
The ASX 200 rose 0.9% in June, lifting the benchmark’s total return for the 2024 financial year to 12.1%. A notable observation of...
Marcus Bogdan
- Jun 17
- 2 min
Portfolio update & Recent Changes
Blackmore Capital Blended Australian Equites Portfolio A higher-for-longer interest rate environment in Australia underscores the...
Marcus Bogdan
- Jun 11
- 3 min
Investor Update - May 2024
The ASX 200 rose 0.9% in May, materially lagging the strong rebound of +4.3% in US equities led by the Technology sector, which continues...
Marcus Bogdan
- May 7
- 2 min
Investor Update - April 2024
“It is likely to take longer for us to gain confidence that we are on a sustainable path down to 2 per cent inflation…I don’t know how...
Marcus Bogdan
- May 7
- 1 min
Sell Treasury Wine Estates (TWE)
We have sold our investment in Treasury Wines following an investment update at the Macquarie Annual Conference in May. The expectation...
Marcus Bogdan
- Apr 18
- 1 min
Buy Macquarie Technology Group (MAQ)
Blackmore Capital Blended Australian Equities Portfolio We have included a new position in the portfolio – Macquarie Technology Group...
Marcus Bogdan
- Apr 12
- 2 min
March 2024 Investor Update
The ASX 200 rose 3.30% in March, extending its positive momentum for five consecutive months. From the market lows in October 2023, the...
Marcus Bogdan
- Mar 14
- 2 min
February 2024 Investor Update
The ASX 200 rose 0.8% in February and set its first new high since Augst 2021. The recent rally in equity markets has been driven...
Marcus Bogdan
- Feb 8
- 3 min
January 2024 Investor Update
The US Federal Reserve held interest rates steady this month, signalling a rate cut would be unlikely in March. Post the decision, the...
Marcus Bogdan
- Jan 24
- 6 min
2023 Year in review & Portfolio Update
The conclusion of 2023 witnessed a common theme for global equity markets, wherein the path of higher interest rates exerted a...
Marcus Bogdan
- Jan 10
- 2 min
Initiating IDP Education (IEL)
Australian Equities Blended Portfolio We have initiated a new position in IDP Education (IEL) in the Australian Equities Blended...
Marcus Bogdan
- Dec 12, 2023
- 2 min
Investor Update - November 2023
Global equities rallied in November, buoyed by evidence that global inflation was finally moderating to a level that would allow the US...
Marcus Bogdan
- Nov 26, 2023
- 2 min
Buy Pilbara Minerals (PLS)
Blended Australian Equities Portfolio | Australian Equities income Portfolio We have initiated a position in Pilbara Minerals, whose...
Marcus Bogdan
- Nov 22, 2023
- 1 min
Add to Santos (STO)
Australian Equities Income Portfolio We have added to our existing position in Santos (STO) following the company’s Investor Day, with...
Marcus Bogdan
- Nov 13, 2023
- 2 min
Sell SKC/AMC | Buy WDS/WTC
Blended Australian Equities Portfolio We have recently exited 2 positions in the portfolio, SkyCity Entertainment Group (SKC) and Amcor...
Marcus Bogdan
- Nov 13, 2023
- 2 min
Investor Update & UK Travel Notes - October 2023
The ASX 200 fell 3.8% in October, as rising bond yields weighed heavily on equity valuations. Indeed, the tension between rising interest...
Marcus Bogdan
- Oct 10, 2023
- 2 min
Buy WiseTech Global (WTC)
Blended Australian Equities Portfolio WiseTech Global (WTC) is a provider of cloud-based software solutions to the global logistics...
Marcus Bogdan
- Oct 6, 2023
- 2 min
Investor Update - September 2023
The ASX 200 fell 2.8% in September as rising bond yields weighed heavily on global stock market valuations. At both an Index and company...
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