July 2026 Performance

July’s monthly performance across all our listed investments was 2.95%. YTD (Year to date) performance is positive at +2.70%.

Top 5 company holdings: $JET2, $CCL, $RIO, $GSL, $KLR

Equities fund up 6.79%

REITS income fund up 1.87%

GOLD and SILVER ETC up 0.01%

Fund of funds up 2.47%