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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Short-sellers: friend or foe?
Dean Curnow
November 15, 2018
The VGI thesis on Corporate Travel Management (ASX: CTD) has certainly been grabbing the headlines. Catching up on the weekend media, you only have to google “VGI + Corporate Travel” and there is at least 10 plus updates from various publications over the last 30 days. There is certainly a dichotomy of opinions on the topic, especially amongst the financial intermediary market. continue…
by Dean Curnow Posted in Investing Education.
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Part 2: Stay or leave?
Roger Montgomery
October 25, 2018
In our last article we demonstrated that ‘time in’ the market is clearly important but let me first remind you that if you are investing for the long-term, you must stick to ‘quality.’ continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Part 1: Stay or leave?
Roger Montgomery
October 24, 2018
Trying to accurately predict a market correction successfully is virtually impossible. As the legendary former mutual fund manager Peter Lynch said: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves.” continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Compare the pair: is it that simple?
Dean Curnow
October 18, 2018
The peak of the Royal Commission seems to have coincided with the peak in advertising air time for the industry super funds. I am not sure of the experience of the readership here on the blog, but it appears to me that the industry funds have really stepped up their campaigns over the last 12 months. continue…
by Dean Curnow Posted in Investing Education.
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