We have a problem keeping equity investments below 70% to maintain a balanced fund. Each time we sell down something, the remaining equities in the portfolio grow even bigger. Since early May we have reluctantly sold some of our holdings in TNE, CWE, TGR, MNF, and MYT. Plus all of… read more →
We have now gone live with our own Twitter account @augustinvest. This will mainly be used to flag August Investments news posts. My own Twitter account @DamienLynch55 will continue to operate for general discussion around green and ethical investments, climate, society, economics, philosophy, spirituality, poetry, ….. You get the idea.… read more →
Eco Investor editor Victor Bivell interviews our managing director, Damien Lynch, in a wide ranging video about the environmental and ethical investment sectors in Australia. The interview been added to our About Us page.
Thank you to those Shareholders who shared their thoughts about extending our horizons and investing outside Australia and our immediate neighbourhood. The responses were varied. Overall, no clear direction emerged, with opinions ranging from moderately against to strongly in favour of investing overseas. However, most respondents agreed that such investment… read more →
August Investments during the month of May 2015 increased shareholder value by 3.8%. This was based mainly on capital growth of our listed equities. For the eleven months to May 2015 the increase was 24.5%. A dividend of $4.00 per share was paid on 1 June 2015.
We are now on Twitter. Initially we will use my address @DamienLynch55. This is still experimental to see what posts you prefer. Initially I will flag News post on the August Investments webite as well as changes in our investments and other items which may be of interest to you… read more →
Another out-performance month for August Investments. Over April, our shareholder value increased by 1.5%; the ASX All Ordinaries over the same time declined by 0.5%. For the first ten months of the financial year, August Investments shareholder value is up 20.2%.
Again, the month of March has continued our string of investment out-performances. Shareholder value increased by 5.3% (after adjusting for the shares being ex-dividend the $4.00 dividend due in June). The ASX All Ordinaries index was down marginally over the same period. The 5.3% increase was despite several non- listed… read more →
February 2015 was one of the best months ever for the increase in shareholder value for August Investments. Our share valuation was up 5.8% for the month. So far this financial year, our share valuation (adjusted for the dividend in December) is up 15.3%. (The 5.8% increase exceeds even the… read more →
Over the month of January our portfolio increased by 1.7%, giving a share valuation of $250.10. While a good increase, we actually lagged behind our various benchmarks over that period. The All Ordinaries index was up 3% over that period. I guess we can’t beat the rest all of the… read more →