Monthly Archives: November 2015

Index Fund investments are mirror images of the entire investing universe. For example, an Australian Shares Index Fund consists of about 200 or 300 investments in each of the largest companies on the ASX weighted by market capitalisation. People invest in Index Funds usually for two reasons. Firstly, simplicity. You do not have to choose particular investments as you own them all and secondly Index Funds, being passive investments, are inexpensive. Continue…

by Scott Phillips Posted in Insightful Insights.

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by Roger Montgomery's Team Posted in Old Content.

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In this article, Roger discusses the importance of return on equity and buying companies with bright prospects. Read here.

by Roger Montgomery Posted in On the Internet.

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Australia’s most successful Resource service company, Monadelphous Group Limited (ASX: MND), has seen its share price decline by 75 per cent from $28.50 in February 2013 to the current $6.80. Continue…

by David Buckland Posted in Energy / Resources, Insightful Insights.

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Vera Sprothen writes an article about fund managers holding cash in anticipation of further sharemarket declines. Read here.

by Roger Montgomery Posted in In the Press.

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This chart from the latest RBA Chart Pack shows (on the left hand side) the level of debt held by Australian households as a percentage of disposable income. As you can see, debt levels have been on something of a bender for the last few decades. Associated with this, we have seen excellent growth in mortgage books for the big four banks, and a generally chipper residential property market. Continue…

by Tim Kelley Posted in Financial Services, Insightful Insights.

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It’s the mantra of the value investor, we should not only examine the potential returns that an investment can generate but also the potential for downside, i.e. how much of an investment could be lost and how likely is this to occur? Continue…

by Scott Shuttleworth Posted in Insightful Insights.

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Montgomery Investment Management’s flagship fund, The Montgomery Fund, has marked three years since inception receiving an upgraded “Recommended” rating from Lonsec. Read here.

by Roger Montgomery Posted in In the Press.

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In this interview with Ross Greenwood, Roger discusses the outlook for banks and the property market in Melbourne. Listen here.

by Roger Montgomery Posted in Radio.

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