Reletter
Artwork for Tauranga Investments

Tauranga Investments

Guy Carson

No agenda, not much sense, no good ideas, no advice.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues44SubscribersRead taurangainvestments.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Matrix Composites and Engineering (ASX:MCE)

We mentioned in our monthly write-up that we acquired a new position during the month. That position is a small one in Matrix Composites and Engineering (ASX:MCE). It is a small position because Matrix is a highly cyclical business with lum...

18 days ago
8
0

November 2024 Update

The portfolio was up 8.56% in November, ahead of the All Ords Accumulation up 3.66%. Since inception, the portfolio is up 80.0% against the All Ords Accumulation up 29.9%.

20 days ago
6
0

October 2024 Update

The portfolio fell 3.83% in October underperforming the All Ords Accumulation, which fell 1.33%. Since inception, the portfolio is up 65.8% against the All Ords Accumulation at 25.3%.

2 months ago
2
10

September 2024 Update

The portfolio rebounded after a poor August, up 4.53% against the All Ordinaries accumulation up 3.45%. Since inception, the portfolio is up 72.4% against the All Ordinaries accumulation at 27.0%.

3 months ago
5
1

Authors

The writers behind this newsletter.

  • Guy Carson

    Investor, Sports Fan, Family Man

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