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How diverse is your super or SMSF investment portfolio?
Scott Phillips
January 21, 2016
Here at Montgomery, investors often ask us if it is a wise idea for them to invest all their superannuation savings into our funds. Unfortunately, we cannot provide personal advice however, we thought it may be useful to outline some of the basic principles of investment diversification – and how it might be applied to your superannuation investment portfolio. Continue…
by Scott Phillips Posted in Insightful Insights.
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MEDIA
Your Money Your Call
David Buckland
January 13, 2016
In these highlights from Your Money Your Call, David Buckland discusses superannuation legislation and resource stocks.
by David Buckland Posted in TV Appearances.
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WHITEPAPERS
Dumb Investing
Roger Montgomery
November 16, 2015
With news that retail ownership of shares are at the lowest level since the turn of the century (which is a more dramatic way of saying, in the last fifteen years), it’s quite possible there’s a great deal of opportunity. You can understand why many have lost interest. The problem for investors however is they’re focused on the index rather than individual companies.
Continue…by Roger Montgomery Posted in Insightful Insights, Whitepapers.
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Considering converting your super to a SMSF?
Scott Phillips
November 11, 2015
Here at Montgomery we are often asked by investors whether or not they should have a self managed super fund (SMSF). As we are not financial advisers, we cannot help people make this decision, which should largely be based on their personal situation and circumstances. However, we thought it might be helpful to outline a few of the pros and cons to consider. Continue…
by Scott Phillips Posted in Insightful Insights.
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What can we learn from the Sirtex AGM?
Russell Muldoon
October 29, 2015
Earlier this week Sirtex (ASX: SRX) held its AGM and below we have noted some of the business’ highlights for 2015 and their expectations for the year ahead based on recent trading.
by Russell Muldoon Posted in Health Care, Insightful Insights.
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