Investing Education
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Analysis in selling could be just as important as buying
Joseph Kim
January 24, 2019
In the world of investing, there is significant attention spent on which stocks to buy and add to a portfolio – fundamental company and industry research, techniques to determine intrinsic value and financial analysis are just three potential areas of focus for a prospective investment. Rarely however, do you see much attention devoted to the other critical part of the equation – when to sell. continue…
by Joseph Kim Posted in Investing Education.
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The Magic of Uncorrelated Returns
Tim Kelley
January 21, 2019
Most investors have an intuitive sense of the benefits of diversification: it’s easy to see how having all your eggs in one figurative basket could end very badly if the chosen basket were to hit the rocks at some point and most people are more comfortable spreading things around a bit to achieve more consistent and predictable results. continue…
by Tim Kelley Posted in Investing Education.
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Should you participate in a share buy-back?
Joseph Kim
December 12, 2018
The Federal Labor Party has stated it would change the dividend imputation system if returned to power in 2019. This is expected to see a spike in the number of off-market share buy-backs. The big question for investors is: should you participate? continue…
by Joseph Kim Posted in Investing Education, Market commentary.
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Managed accounts: What’s all the fuss about?
Dean Curnow
December 11, 2018
The buzz word in the platform space this year has been managed accounts. Larger financial planning licensee and planner groups are now considering or in the process of setting up their own managed accounts. Some of the platform providers with leading technology benefiting from this trend have been ‘the independents’ such as Netwealth and HUB24, amongst a handful of other providers. continue…
by Dean Curnow Posted in Investing Education.
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Portfolio Puzzle – The Solution
Tim Kelley
December 10, 2018
In a recent post, we set out the following 20-stock portfolio, and invited readers to think about the investment style and process behind the portfolio. To recap, the individual holdings and weights were as follows. continue…
by Tim Kelley Posted in Investing Education.
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How to invest in turbulent times
Tim Kelley
December 5, 2018
If current market volatility is causing you some grief, don’t worry – you’re not alone. A lot of quantitative investors are being hit. One of them, Cliff Asness, has some sage advice that should see you through even the toughest of times. continue…
by Tim Kelley Posted in Editor's Pick, Investing Education.
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Two changes impacting markets
Roger Montgomery
November 29, 2018
In this week’s video insight Roger discusses the switch by major central banks from quantitative easing (QE) and the structural changes this will have on interest rates. Market distortions created by QE could prove fertile grounds for investors. This video also covers the rapidly ageing population across the world. How will these two factors impact investors?
by Roger Montgomery Posted in Investing Education, Market commentary, Video Insights.
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Thinking about how to position a client’s portfolio today
Scott Phillips
November 29, 2018
In my role as Head of Distribution here at Montgomery, I am usually engaging with many financial planners on a daily basis. I thought it may be interesting to share with you the most recent observations I have garnered from a broad cross section of these financial planners as they seek to best set their client’s portfolio assets in the current economic environment. continue…
by Scott Phillips Posted in Investing Education, Market commentary.
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Portfolio Puzzle
Tim Kelley
November 26, 2018
Here’s a quick test to get your week started. It’s not the sort of test that necessarily has a right or wrong answer, so don’t spend too much time trying to nut it out, but take a look at the stock portfolio set out below: continue…
by Tim Kelley Posted in Editor's Pick, Investing Education.
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A Simple test of your time horizon
Tim Kelley
November 15, 2018
We – along with many others – talk a lot about the benefits of being able to take a long-term view in equity markets. A study of history shows clearly that equity markets regularly throw up challenges to investor patience, and that those investors best able to meet these challenges are likely to do better. The very best investors are often people who have mastered the art of doing nothing at crucial times. continue…
by Tim Kelley Posted in Investing Education.
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