At the July meeting of Investment, we looked at figures for the financial year 2021-2022. These figures included gains or losses for each Sector of the market, as well as for the Australian Equity Indices. We noted that for the financial year there had been an overall loss of approximately 10% across most Indices, with the exception of the Small Ordinaries Index which had lost 21% during the past twelve months.
Looking at the Sectors of the Market, we noted that the Utilities and Energy sectors had gained over 20% each, whilst the Consumer Discretionary and Information Technology Sectors had lost over 20% overall. As usual it is important to consider each stock itself, as individual stocks can vary quite markedly.
In the second section of our meeting, we looked at six Exchange Traded Funds which had been recommended by The Motley Fool as the best performing ETFs in 2021. We noted the five most important stocks in each ETF as well as the per cent return for 1,3,5 and 10 years. To bring this up to date we added the current price, the current distribution and the return per centage for the past 12 months.
The next meeting of Investment will be on Monday 1 August 2022 at 1.30pm in the U3A room.
Margaret Jenkins
Looking at the Sectors of the Market, we noted that the Utilities and Energy sectors had gained over 20% each, whilst the Consumer Discretionary and Information Technology Sectors had lost over 20% overall. As usual it is important to consider each stock itself, as individual stocks can vary quite markedly.
In the second section of our meeting, we looked at six Exchange Traded Funds which had been recommended by The Motley Fool as the best performing ETFs in 2021. We noted the five most important stocks in each ETF as well as the per cent return for 1,3,5 and 10 years. To bring this up to date we added the current price, the current distribution and the return per centage for the past 12 months.
The next meeting of Investment will be on Monday 1 August 2022 at 1.30pm in the U3A room.
Margaret Jenkins
