Investing Education
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How to invest like Chuck Norris
Lisa Fedorenko
June 7, 2017
Action hero and martial artist, Chuck Norris is widely associated with an internet meme that documents fictional and often absurd feats associated with him. Now, wouldn’t it be handy to have some of those supernatural powers when making investment decisions? Because the future is full of unpredictable events that can really play havoc with your investing. continue…
by Lisa Fedorenko Posted in Investing Education.
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We banked on it
Roger Montgomery
June 5, 2017
Back in January this year, The Montgomery Global Fund’s Portfolio Manager, and CIO for Montaka Global Fund, Andy Macken wrote a blog here warning investors about the quality of Bendigo and Adelaide Bank’s (ASX:BEN) earnings. continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services, Global markets, Insightful Insights, Investing Education.
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Why you should use more than one metric when valuing a company
Lisa Fedorenko
June 1, 2017
When considering companies to invest in, there are a range of valuation techniques you can choose from. Each has its own flavour – its unique merits and pitfalls. But which one to use? Or should you use more than one? continue…
by Lisa Fedorenko Posted in Investing Education.
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3 REITs to watch out for
Roger Montgomery
May 24, 2017
A REIT, or Real Estate Investment Trust, is an entity that owns income-producing real estate. Think of a managed fund that concentrates on property rather than stocks and you have the idea for a REIT. REITs offer investors a partial interest in the rental income, capital appreciation and/or development profits of a variety of property classes from residential to industrial.
continue…by Roger Montgomery Posted in Investing Education.
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This time is really different
Roger Montgomery
May 17, 2017
Perhaps the four most dangerous words in investing are; this time is different. History shows however that it is never different, and the belief that today we are more educated, experienced or advanced than ‘last time’, or that conditions have permanently changed, perpetuates the behaviour that is causing the problem. A sign that we might be near the end is the preponderance of died-in-the-wool value investors who simply give up plying their trade and join the momentum. continue…
by Roger Montgomery Posted in Global markets, Investing Education.
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Index funds lack checks on stocks they buy
Roger Montgomery
May 15, 2017
If you’re an educated investor, should you be investing in index funds? We don’t believe so. And the reason is simple: index funds are not selective in their approach to buying and selling stocks, and ignore the long-term drivers of returns, such as ‘value’ and ‘quality’.
continue…by Roger Montgomery Posted in Editor's Pick, Investing Education.
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How to use shrinkage to fine-tune your forecasts
Tim Kelley
May 9, 2017
The acclaimed economist, John Kenneth Galbraith, once quipped: “The only function of economic forecasting is to make astrology look respectable.” Sometimes, it feels like the same can be said of investment forecasting, because predicting the future is not easy. But there are tools we can use to help minimise errors. continue…
by Tim Kelley Posted in Investing Education.
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Investors in index funds should be very cautious
Roger Montgomery
April 27, 2017
In December 2014, I wrote an article for The Australian titled ‘Beware the lure of the ‘cheap’ index fund: it’s full of junk’. Today, I’d like to repeat that warning. Investors who think ETFs give them safety through diversification are no more protected than those who invested in mortgage backed collateralized debt obligations (CDOs) before the GFC. continue…
by Roger Montgomery Posted in Investing Education.
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What to consider when valuing a company
Lisa Fedorenko
April 20, 2017
Have you ever wondered why analysts from different broking firms will value the same business quite differently? It often comes down to the assumptions they make, and the level of simplicity or complexity they build into their models. continue…
by Lisa Fedorenko Posted in Investing Education.
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How to improve your investment returns in one simple step
Ben MacNevin
April 11, 2017
If you invest your own money, and you’re looking to improve your performance, here is one simple tip you should consider: measure your returns. This may sound like common sense, but it’s remarkable how many of us are averse to critical reflection. continue…
by Ben MacNevin Posted in Investing Education.
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