Christmas wrap up 2025

Welcome to the DP Wealth Advisory Christmas Newsletter for 2025. Please explore our thoughts on the markets and information regarding our office during the Christmas/New Year period.

Reflecting on 2025: A year of resilience and opportunity

As we wrap up another year, the Australian share market has delivered solid returns despite global uncertainty. The S&P/ASX 200 Accumulation Index rose approximately 11–12% for the calendar year, buoyed by strong performances in financials and technology sectors. This resilience came amid geopolitical tensions, interest rate adjustments, and commodity price swings, reminding us of the importance of diversification and long-term focus for investors.

Those clients who have used our model portfolios have also benefited from diversification across a range of asset classes and investments to help deliver better returns whilst taking less risk, which is especially important during volatile times.

Top performers: Gold and tech shine bright

Several standout stocks rewarded investors handsomely on the ASX. Gold miners surged as bullion prices hit record highs, with Regis Resources (RRL) up around +150% and Evolution Mining (EVN) gaining +128%. TechnologyOne (TNE) also impressed, climbing +126% on the back of strong recurring revenue growth and upgraded earnings guidance.

These results highlight how thematic trends, such as safe-haven assets and digital transformation, can drive exceptional returns.

Challenges in commodities and consumer discretionary

Not all sectors shared in the cheer. Materials lagged as iron ore and lithium prices softened, weighing on major miners. Mineral Resources (MIN) fell –61%, while Pilbara Minerals (PLS) dropped –57%, reflecting oversupply concerns in battery metals. In consumer discretionary, IDP Education (IEL) endured a tough year, plunging –75% due to regulatory headwinds and weaker student placement volumes.

These examples underscore the need for careful risk management in volatile sectors as well of the dangers of concentration risk (having too few shares in your portfolio and therefore exposing your portfolio to “hero or villain” status).

Thank you for your support

At DP Wealth Advisory, we are deeply grateful for your continued support throughout 2025. As a local business passionate about our community, we rely on your support to continue the work we’re so proud of. As we look ahead to 2026, we remain committed to helping you achieve financial security and prosperity. From all of us at DP Wealth Advisory, we wish you and your loved ones a joyful Christmas and a successful New Year.

Our office will be closed from 11.30am on Friday, 19 December 2025 and will re-open at 8.30am on Monday, 5 January 2026. If you have any queries during this time, please call 07 4690 2588.