Investing Education
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Is it getting easier to beat the market?
Tim Kelley
November 13, 2014
Consistently beating the market is clearly not an easy thing to do. Analysis of fund manager performance typically shows that a large proportion of them do not add enough value to cover their fees.
Some of them – admittedly – may not be trying all that hard. A manager who has accumulated many billions of dollars of funds under management (FUM) over the years potentially has a lot to lose from trying to beat the index, and maybe not much to gain. continue…
by Tim Kelley Posted in Investing Education, Market commentary.
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Are you being rewarded?
Tim Kelley
November 10, 2014
Proponents of the efficient markets hypothesis argue that the only way to achieve higher investment returns is to take more risk. Clearly, there’s some truth to this – very low risk asset classes (like cash) tend to deliver lower returns – on average – than higher risk asset classes (like shares). However, when you look within the shares asset class, the picture is rather more interesting. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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A bargain buy
Roger Montgomery
October 29, 2014
The best investments are those you can pick up for a bargain, but not because the shares get slammed amid a short-term setback. The very best are those that trade at a discount to intrinsic value for a long time, because nobody notices or cares. CSL Limited (ASX: CSL) is one of those unexciting businesses that even owners of so-called ‘blue-chip’ portfolios only hold occasionally.
continue…by Roger Montgomery Posted in Health Care, Insightful Insights, Investing Education.
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A note on timing (and underperformance)
Russell Muldoon
October 21, 2014
Are you (or is someone you know) guilty of trying to ‘time the market’? Have you ever attempted to sell your shares when trouble looks like brewing, only to buy back into the market when the sky has cleared and all looks safe? continue…
by Russell Muldoon Posted in Insightful Insights, Investing Education, Montgomery News and Updates.
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Buffett Watch
Roger Montgomery
October 15, 2014
Recently, Warren Buffett, Chairman and CEO of Berkshire Hathaway, gave an interview on investment strategy at the annual Fortune’s Most Powerful Women Conference. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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WHITEPAPERS
Long weekend reading: To yield or not to yield?
Roger Montgomery
October 3, 2014
Instant income by way of dividend payouts, or nothing now in the interest of potential long-term wealth accumulation? In Part I of this exclusive subscriber-only White Paper, I have a look at the conversation surrounding yield.
by Roger Montgomery Posted in Investing Education, Whitepapers.
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Bubble watch #13 – get ready
Roger Montgomery
September 18, 2014
In recent months, the number of very successful investors doing ‘it’ themselves has surged.
So here’s a question:
Do you think the number of very successful investors will continue to surge when the market falls? continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
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Our process in practice
Ben MacNevin
September 16, 2014
Today’s blog post is an example of our investment process in practice, the result of which has enforced our commitment to investing in quality companies with bright prospects at attractive discounts to our estimates of their intrinsic value. continue…
by Ben MacNevin Posted in Insightful Insights, Intrinsic Value, Investing Education, Montgomery News and Updates.
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A pleasing two years for The Montgomery Fund
David Buckland
September 4, 2014
The Montgomery Fund was launched on 17 August 2012, with a minimum initial investment of $25,000, and has just celebrated its second anniversary. In the period to 31 August 2014, The Fund has delivered an absolute return of 51.32 per cent, after expenses. continue…
by David Buckland Posted in Investing Education, Montgomery News and Updates.
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Looking again at value
Tim Kelley
August 18, 2014
In recent months we have looked at valuation from a few perspectives. Our conclusion has been that the Australian market is on the expensive side of fair value, but not to an alarming degree. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Value.able.
