Investing Education
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Cash is king when the market holds the aces
Roger Montgomery
June 27, 2016
Cash. For such a simple investment, it can cause an awful lot of grief. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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What does SMSF asset allocation look like?
Scott Phillips
June 27, 2016
If you have a self-managed super fund (SMSF), you know you’re in charge. Trustees are accountable for developing and implementing the fund’s investment strategy, and making all investment decisions. When preparing and reviewing your investment strategy, in addition to considering the personal circumstances of the fund members, you do need to consider diversification – how will the fund invest in a range of assets and asset classes. continue…
by Scott Phillips Posted in Investing Education.
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How the valuation spectrum can help us know when to hold, and when to fold
Scott Shuttleworth
June 23, 2016
In our last article, we looked at how investors can use the valuation spectrum to make better decisions when managing their investments. In the article, we discussed base cases and low cases. Now we look at high cases. continue…
by Scott Shuttleworth Posted in Investing Education.
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Is it helpful to compare historical market values?
Stuart Jackson
June 21, 2016
Like me, you’ve probably seen or read a number of industry professionals talk about the value of the overall market and, in particular, the PE ratio of the market relative to its longer term history. But how helpful is this when it comes to making investment decisions? continue…
by Stuart Jackson Posted in Investing Education.
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Using the spectrum to sell
Scott Shuttleworth
June 19, 2016
Continuing in our theme of answering unanswerable questions, we last week reviewed a model which can aid investors in entering a position, but what about getting out? continue…
by Scott Shuttleworth 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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Better Forecasting
Tim Kelley
June 15, 2016
I recently found time to read “Superforecasting: The Art and Science of Prediction” by Philip Tetlock. Tetlock has previously published work on the reliability of expert forecasts and found that, on average their reliability is poor, and that predictions made by the highest-profile pundits tend to be worse than average. continue…
by Tim Kelley Posted in Investing Education.
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Money for Nothing
Roger Montgomery
June 9, 2016
Companies globally are using money for overpriced buybacks and inorganically-funded dividends. The result will be very low or negative returns to shareholders. It’s money for ‘nothing’. continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
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Valuation on a spectrum
Scott Shuttleworth
June 8, 2016
Several weeks ago I posted some musings on how to estimate the cost of equity when valuing a firm via a discounted cash flow model. Of course, there was no perfect answer, but via analysis from a few different angles, we can usually come out with a reasonably good estimate. continue…
by Scott Shuttleworth Posted in Editor's Pick, Investing Education.
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Cash’s hidden value: it’s an option over every asset class
Roger Montgomery
June 1, 2016
What’s going on … is there nothing to discuss? We recently held our shortest investment committee meeting. I timed it. It went for 22 minutes. What gives? continue…
by Roger Montgomery Posted in Investing Education, Market Valuation.
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The Chase for Quality
Ben MacNevin
May 26, 2016
Global share markets have experienced years of structural tailwinds, benefiting active and passive fund managers alike. But if these tailwinds begin to abate, which we think is likely, it’s important to understand why active managers like Montgomery are better positioned to deliver returns to clients than passive managers. continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education.
