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5 Jul 2023

Market Metrics: ASX Winners & Losers (Part Two)

Investing is hard.

Attached is the single year calendar performance since 1994 (except for year 2023 which is only 6 months to the end of 30 June 2023) for the top 200 publically listed companies on the ASX (Australian Stock Exchange).

It also shows the biggest fall from peak to trough in each calendar year (except for year 2023 which is only 6 months to the end of 30 June 2023).

Not all calendar years posted a positive performance however during every single calendar year there was an opportunity to buy at a discount.

Intra-year falls happen every single calendar year.

Click for table.

Investing is hard which is why speculating so often fails.

The smarter method is to learn from Benjamin Graham’s value investing principles which teach an investor to remain invested according to thier appetite for volatility and then look to buy more quality assets when prices fall.

WARNING, this does not constitute Personal Advice. To discuss if this is an appropriate strategy for your given circumstances please do not hesitate to contact us directly.

If you have family, friends or colleagues that want financial advice please ask them to contact us and we will work out how best to help.


At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.

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