Investing Education
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ETFs are not idiot-proof – just dumb investing
Roger Montgomery
October 17, 2016
Lately, we’ve seen an escalation in marketing by providers of index funds, and truth has been the first casualty. To our way of thinking, index investing is simply dumb investing, geared to know-nothing investors. But if you’re reading this, then that’s not you.
continue…by Roger Montgomery Posted in Investing Education.
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POSTED IN Investing EducationTaggeddumb investing, ETF
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Will your super win the Premiership this year?
Scott Phillips
October 1, 2016
If you’re more excited by the prospect of the upcoming AFL and NRL footy finals than the returns in your superfund, then you’re not alone. For most people, superannuation does not make great conversation and many tend to take a ‘set and forget’ approach. But if you’re looking to take control of your retirement savings, then a more active approach is the way to go. continue…
by Scott Phillips Posted in Investing Education.
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POSTED IN Investing EducationTaggedSMSF, super
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How to cut your ‘fat tail’ risk
Roger Montgomery
September 19, 2016
Confused about how to manage your portfolio in these increasingly uncertain times? You’re not alone. There are so many diverging views. And it’s easy to panic when fund managers start advising to “sell everything”. But instead of selling, a better strategy to manage risk may be to buy into something else. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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POSTED IN Editor's Pick, Investing EducationTaggedalternatives
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Why you need to know the difference between target price and intrinsic value
Ben MacNevin
September 8, 2016
Analysts at investment banks and broking firms regularly issue a Target Price for the companies they follow. At Montgomery, we prefer to look at the Intrinsic Value of a business. There’s a key difference between the two metrics, which some investors may not understand. continue…
by Ben MacNevin Posted in Investing Education.
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The next Black Swan
Roger Montgomery
August 31, 2016
One of my favourite finance books was given to me by Mark Carnegie after a meeting where we discussed markets and valuation. That book is called The (Mis)behavior of Markets and its author was none other than Benoit Mandlebrot – the father of fractal theory. continue…
by Roger Montgomery Posted in Investing Education.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Why rational investing requires a long-term view
Tim Kelley
August 24, 2016
Let’s do something in honour of Rational Decision Day[1] today, and try to advance the cause of sound investment decision making. continue…
by Tim Kelley Posted in Investing Education.
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Why it may pay to think beyond the ASX
Scott Phillips
July 25, 2016
In recent years, there’s been a growing trend to look beyond our share market in order to generate above-average returns. This is borne out in a report by Morningstar that highlights a noticeable swing to international equities, alternative funds, private equity and commodities. continue…
by Scott Phillips Posted in Investing Education, Market commentary.
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How do you value a growth stock like Cochlear?
Tim Kelley
July 19, 2016
You don’t have to look far to find high quality stocks that seem to have overshot their intrinsic value. As value-driven investors, we have two choices: use lower discount rates in order to justify investing in these stocks, or hold our cash and wait for better value to emerge. continue…
by Tim Kelley Posted in Investing Education.
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How resilient are you?
Scott Phillips
July 8, 2016
There are tonnes of articles and “expert” commentary on stocks, bonds or currencies that are expected to do well or expected to fail. Pundits saying how the latest political events will impact ‘the market’ and providing their opinion on how to protect the downside, upside or even the flipside of your portfolio! continue…
by Scott Phillips Posted in Investing Education.
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How to pick the best growth stocks
Roger Montgomery
June 28, 2016
As a long-term investor I know our clients will do just fine if we own shares in companies able to reinvest capital at high rates of return. If I auctioned a $100 million bank account earning an enduring 20 per cent interest rate, I would receive more for it than a bank account with $10 million earning the same 20 per cent. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
