

Economy and Indices – November 2019
The ASX gained +3.1% over the last month to reach new all-time highs. This compares to the 3.8% rise on the US markets, also at new...
May 20, 2020


October update - Balanced portfolio
Global interest rates continue to fall. Ironically the majority of income from portfolios is coming from growth assets such as shares and pr
May 20, 2020


October update - Growth portfolio
Australian markets have remained flat while international bourses rose, with many central banks dropping interest rates further still.
May 20, 2020


October update - Conservative Portfolio
Alleviating concerns over geopolitical debates lighten pressure on markets. Although investors take conservative measures while seeing .....
May 20, 2020


Three reasons why the Banks are not your saviour
Your portfolio is dominated by the Big 4 Banks and since March 2009, this has worked for investors. The bank-focus however, will not be...
May 20, 2020
Wednesday's Weekly Wrap
Economy and Indices The Australian market was flat for the 10th week in a row; still within the same tight, 120-point trading range of...
May 20, 2020


Quality Companies or Value Stocks in August Reporting Season wrap
When buying shares investors usually obsess over valuations and how much growth is already priced in - or not. This would seem that lower...
May 20, 2020
Trumping your yield from Utilities
Infrastructure has ridden a tailwind since Trump's election, part of The ‘Trump Trade’. However, as the Citi team noted a month ago, The...
May 20, 2020
Catch Uber everywhere and sell your car – why not?
Have you ever wondered if it would be cheaper to sell your car and catch an Uber everywhere? I have, that’s why I did the numbers. Oddly...
May 20, 2020


ASX Leaders Nov 2015 – Not what you’d expect
There are two distinct groups of shares leading the ASX in November 2015: Mid Cap shares (from the 51st largest company down to the 100th...
May 20, 2020