Opinion
Find out how Jon's $1m bond portfolio has performed in 2018
Sales commentary
Since inception in September 2017, Jon Sheridan’s portfolio has returned an outstanding 6.73%pa. The return is even more impressive when you consider it holds roughly 30% in government bonds
Opinion
High yield foreign currency bonds are more volatile than higher rated local currency bonds. This journey took another turn recently as the AUD dropped to USD 71 cents. Prices on some of the higher risk names also improved last week. While not an economist or foreign currency expert, Head of Private Client Solutions, Jon Sheridan shares his thoughts on the AUD.
Trade opportunities
National head of Private Client Solutions, Jon Sheridan, updates his sample $1m portfolio. Internal rate of return since he began is a healthy 5.79%pa
Opinion
Did you manage to read all of the links in Jon’s first article reviewing the Mauldin Economics SIC in San Diego? This note contains two more links and Jon’s favourite five slides from the conference
Opinion
Last month, I was fortunate enough to attend the annual Mauldin Economics Strategic Investment Conference. There were many brilliant minds and many fantastic insights. Put your reading glasses on and get settled as I share my top takeaways and link to Steve Blumenthal’s excellent coverage of the event
Trade opportunities
To date, the portfolio has returned an impressive internal rate of return (IRR) of 5.97%
Opinion
NSW state manager, Jon Sheridan pens his thoughts on Warren Buffett's recent Berkshire Hathaway shareholder letter. Buffett doesn't say it, but he knows something investors should all know about volatile assets
Trade opportunities
Three months ago, Jon suggested a diversified $1m portfolio. Find out how it’s performed and the trades he has made over the last month
Sales commentary
Part of how we add value at FIIG is finding bonds that look cheap and this one looks super cheap