[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@OakleighIM](/creator/twitter/OakleighIM) "The Oakleigh XXXX Strategic Investment Portfolio delivered an annual return of +20% for the year to XX June 2025 the strongest-performing of all our managed portfolios (Oakleigh Flagship Equities Portfolio & Multi Asset Growth Portfolio). While elevated cash holdings in Q2 (peaking at XX% in April) impacted performance top holdings such as $CBA (+22%) $NAB (+19%) & $WES (+18%) delivered strong gains. We remain in the Second Half Expansion of the real estate and banking cycle positioned for upside with increased caution for whats next. Read the full June 2025 Quarterly Reports here: Stay"  [@OakleighIM](/creator/x/OakleighIM) on [X](/post/tweet/1948591684851236964) 2025-07-25 03:50:35 UTC XXX followers, XXX engagements "Over the past two weeks the Oakleigh XXXX Strategic Investment Portfolio has been building a position in Lynas Rare Earths ($LYC). Today $LYC is up XX% at midday reflecting strong momentum in the rare earths sector. In line with the funds expectations of key commodities' performance at this stage of the real estate cycle. A timely move in critical minerals"  [@OakleighIM](/creator/x/OakleighIM) on [X](/post/tweet/1943552745887404158) 2025-07-11 06:07:38 UTC XXX followers, 3766 engagements "Best performers so far include: $MNRS $DBI $CBA $WES $SFR $CMM $GMD & $IPX each contributing over XX% YTD to the Funds performance. Current Fund allocation: XX% in cash and XX% exposure to physical precious metals and miners"  [@OakleighIM](/creator/x/OakleighIM) on [X](/post/tweet/1930171313718735046) 2025-06-04 07:54:36 UTC XXX followers, XXX engagements "Liquidity Surge Continues Global liquidity continues to expand fuelling a broad-based rally across risk assets. Equities crypto and commodities are pushing into all-time highs reflecting the powerful tailwind from central bank and shadow bank flows. However as we approach the expected peak of the liquidity cycle in late 2025 which may coincide with a peak in the Real Estate & Banking Cycle investors should prepare for a regime shift. The funding cycle not the business cycle is driving markets and the window for "risk-on" may be narrowing. Read more via Capital Wars: Need a plan as markets"  [@OakleighIM](/creator/x/OakleighIM) on [X](/post/tweet/1947888141324718477) 2025-07-23 05:14:57 UTC XXX followers, 1066 engagements "The Oakleigh XXXX Strategic Investment Fund is on target to return approximately XX% YTD for the 2025 financial year (after fees) outperforming both the MSCI World Index and All Ordinaries Index.* *Past performance is not a reliable indicator of future performance"  [@OakleighIM](/creator/x/OakleighIM) on [X](/post/tweet/1930171310468157538) 2025-06-04 07:54:35 UTC XXX followers, 2967 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@OakleighIM
"The Oakleigh XXXX Strategic Investment Portfolio delivered an annual return of +20% for the year to XX June 2025 the strongest-performing of all our managed portfolios (Oakleigh Flagship Equities Portfolio & Multi Asset Growth Portfolio). While elevated cash holdings in Q2 (peaking at XX% in April) impacted performance top holdings such as $CBA (+22%) $NAB (+19%) & $WES (+18%) delivered strong gains. We remain in the Second Half Expansion of the real estate and banking cycle positioned for upside with increased caution for whats next. Read the full June 2025 Quarterly Reports here: Stay"
@OakleighIM on X 2025-07-25 03:50:35 UTC XXX followers, XXX engagements
"Over the past two weeks the Oakleigh XXXX Strategic Investment Portfolio has been building a position in Lynas Rare Earths ($LYC). Today $LYC is up XX% at midday reflecting strong momentum in the rare earths sector. In line with the funds expectations of key commodities' performance at this stage of the real estate cycle. A timely move in critical minerals" @OakleighIM on X 2025-07-11 06:07:38 UTC XXX followers, 3766 engagements
"Best performers so far include: $MNRS $DBI $CBA $WES $SFR $CMM $GMD & $IPX each contributing over XX% YTD to the Funds performance. Current Fund allocation: XX% in cash and XX% exposure to physical precious metals and miners" @OakleighIM on X 2025-06-04 07:54:36 UTC XXX followers, XXX engagements
"Liquidity Surge Continues Global liquidity continues to expand fuelling a broad-based rally across risk assets. Equities crypto and commodities are pushing into all-time highs reflecting the powerful tailwind from central bank and shadow bank flows. However as we approach the expected peak of the liquidity cycle in late 2025 which may coincide with a peak in the Real Estate & Banking Cycle investors should prepare for a regime shift. The funding cycle not the business cycle is driving markets and the window for "risk-on" may be narrowing. Read more via Capital Wars: Need a plan as markets" @OakleighIM on X 2025-07-23 05:14:57 UTC XXX followers, 1066 engagements
"The Oakleigh XXXX Strategic Investment Fund is on target to return approximately XX% YTD for the 2025 financial year (after fees) outperforming both the MSCI World Index and All Ordinaries Index.* *Past performance is not a reliable indicator of future performance" @OakleighIM on X 2025-06-04 07:54:35 UTC XXX followers, 2967 engagements