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How does Roger Montgomery construct his share portfolio?

Media Room, TV Appearances | Comments (12)

How does Roger Montgomery construct his share portfolio?

If given $100,000 to invest in the stock market, would Roger Montgomery spread the money equally across the portfolio or invest a larger percentage in the very best stocks that are trading at prices less than they’re worth? In this appearance on Switzer TV with Peter Switzer, Roger explains why he thinks investors could achieve the greatest benefit by investing in between 10-20 companies – and no more! Watch this interview and discover seven stocks that achieve Roger’s highest A1 and A2 Montgomery Quality Ratings (MQR). Watch the interview.

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Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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12 Comments

  1. Adam W
    :

    Dear Roger
    This was a great clip. If only there was a bit more time. It felt like you were only just getting started.

    If there were ever to be a third edition of value.able, this topic would be a great addition. Perhaps a ‘Part 4’ dealing with portfolios.
    Regards
    Adam

  2. Steveo PL
    :

    Thanks again for the Switzer topic. It was exact type of information and education I was after .I also concur with Ken D on how important your thoughts were on taking part profits.This was the very question I grappled with prior to the last market drop when some of my A1 shares were getting a bit toppy portfolio weighting wise and why I suggested it as a Switzer topic. With just a 12 minute Switzer interview and a few very good learning points it will make me a better investor. Cheers.

  4. Ken D
    :

    Wow – I love hearing insights from professional fund managers as to how they construct and manage their portfolios. In fact this is my favourite section of Value.Able. Thanks Roger for sharing your strategy for weighting stocks. Mid-way through this interview I am wondering “yes, but what does Roger do when a stock increases its percentage weighting in a portfolio (and reaches its intrinsic value)?” As if reading my mind – Roger answers this question very candidly and discusses taking profits. You are a truly generous person Roger Montgomery. I wish you well with your new fund and hope, one day, that you consider once again managing an LIC or retail fund.

  5. Peter Kruckow
    :

    HI Roger
    Thank you very much for this post. Apart from coming across Value*Able at the start of my investment journey this latest info you have shared with us is, to me, probably the 2nd biggest void I’ve been trying to deal with since the start. So much so that I have resisted buying any more than my original 3 purchases until I sorted it out. Now all I need is to be able to find the time to investigate the extraordinary companies put up on the blog.
    Thank you again for this massive step forward, it’s such a simple way to work at a portfolio yet makes a lot of sense

    Cheers
    Pete

  6. Geoff Cruickshank
    :

    Thank you Roger, you continue to throw up very thought provoking topics. I’m not seeing a lot of value except in the things I already own, so whether to top up or sit tight is what is exercising me. Given that about 95% of listed companies are not doing very well, and even many good companies are overpriced, I wouldn’t be surprised to see the general market continue gloomy and better offers available later down the track.
    An anecdote: the advisor who helped me set up my SMSF is retiring as of June 30. I rang him yesterday to wish him well. He asked me how the fund had done for the 12 months, and I heard a little gasp at the other end of the phone… All credit due to Value.able and I remind myself not to get too cocky!

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