Marcus Today SMA | August 2020 Update

SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA fell 0.58% in August, falling short of the benchmark ASX 300 Accumulation index’s rise of 3.05%. Over the past 12 months the SMA is up 8.34% – outperformance of 13.16% over the benchmark, which is down 4.82% for the period. A disappointing month…

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Marcus Today SMA | July 2020 Update

Plenty of noise without much action. Despite threatening to break down and then up, the market kept heading sideways through July. FUND PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA spent July unchanged thanks to its 100% cash weighting. The ASX 300 Accumulation index rose 0.6% over the month. Over the past…

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Marcus Today SMA | June 2020 Update

We were hoping to avoid having to make any radical asset allocation decisions ever again, but it is not every day the US market hits an all-time high in the middle of an economic crisis and then falls 6.9% in a day. That was the case in June, and it was enough to force our…

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Marcus Today SMA | May 2020 Update

FUND PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) As of May 31 the Marcus Today Growth SMA is up 24.49% from the low on March 24 and is now up 3.35% since CV-19 hit the markets on 20 Feb compared to the ASX 300 Accumulation index down 18.42% – an outperformance of 21.77%. In May the…

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Marcus Today SMA | April 2020 Update

After two months of market turmoil, we finally saw green again. Despite the world remaining in a state of covid-19 lockdown, with hospitality, travel and retail in purgatory, a market recovery was the story of April. FUND PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Growth SMA rose 10.0% in April, outperforming the 9.02% rise in…

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Marcus Today SMA | March 2020 Update

Where do we even begin… We are witnessing history. Both in the stock market and the broader world. Countries in lockdown. Fines for leaving the house without a good reason. Cafes, restaurants, bars, clubs and pubs all closed. Sport on hold. And that’s not even the half of it. Completely unprecedented times. FUND PERFORMANCE MARCUS…

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