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Increasing the yield on the fixed interest component of your portfolio
David Buckland
September 19, 2023
According to the Australian Bureau of Statistics (ABS), 700,000 Australians are expected to retire over the next five years, taking the total number of retired Australians to 5 million, or around 18 per cent of a forecasted 27.5 million population[1]. The demographic shift is forcing a rethink in terms of retirees’ superannuation and savings. Continue…
by David Buckland Posted in Investing Education.
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Dear young investor: MINIMISE your contributions to super
Roger Montgomery
September 18, 2023
Back in 2013, I wrote a now infamous article entitled Dear Under 50 Investor. For convenience, I have linked that article at the end of this one. That article made it clear Australians’ superannuation would not be the great source of wealth accumulation for the youth that it once was, and still is, for the older cohort of baby boomers. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Economic insights from reporting season
Roger Montgomery
September 18, 2023
In this week’s video insight, I review the question of whether a recession is imminent. There has been no shortage of talks of a recession lately, although if we dive deeper into what we have seen in markets over August and September a compelling counterpoint to this narrative is visible. Continue…
by Roger Montgomery Posted in Economics, Market commentary, Video Insights.
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How do we calculate total returns?
David Buckland
September 15, 2023
This blog provides investors with an explanation of how total return figures are calculated for the Montgomery Small Companies Fund. Importantly it is worth knowing the investment returns are not generated by Montgomery Investment Management. Fundhost Limited is the Independent Administrator and Responsible Entity of the Montgomery and Polen Capital Funds and is responsible for all the calculations. Continue…
by David Buckland Posted in Investing Education.
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ABC 7.30 – High court rules Qantas COVID-era layoffs ‘unlawful’
Roger Montgomery
September 14, 2023
With the high court unanimously rejecting an appeal by Qantas after the federal court found the airline had illegally sacked staff in 2020 during the COVID pandemic, ABC highlights the significance of this ruling and the impact this will have on Qantas’ reputation going forward. Watch the full video here
by Roger Montgomery Posted in TV Appearances.
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Is Tesla just another car company?
Roger Montgomery
September 14, 2023
In the ever-evolving landscape of the automotive industry, few companies have captured the world’s attention quite like Tesla. Thirteen years ago, electric cars were synonymous with virtue signalling rather than high-performance excitement. However, Tesla disrupted this perception, transforming electric vehicles into something thrilling and aspirational. Its journey, from a modest initial public offering (IPO) in 2010 to a valuation exceeding $1 trillion in 2019, has been nothing short of remarkable. Yet, recent stagnation in Tesla’s stock price has prompted a critical question: Is Tesla still the visionary pioneer it once was, or is it merely becoming “just another car company”? Continue…
by Roger Montgomery Posted in Companies.
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Navigating the FY23 reporting season: Tech and retail sector highlights
Roger Montgomery
September 13, 2023
In this weeks’ video insight, I wanted to highlight some key takeaways from the reporting season, especially in the tech and retail sector. Retail’s results were mixed, with earnings per share declining in the second half of 2023. Predictions for fiscal year 24 and 25 estimates saw a slight downturn. In the tech sector, performance met expectations, with a noticeable focus on tech companies’ downgrading due to depreciation and amortisation, and capex concerns with a focus on cash flow and the underestimation of rising interest rates. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary, Video Insights.
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10 reasons to consider private credit
Roger Montgomery
September 13, 2023
Fifteen years ago, many of my friends were in their early to mid-fifties. With retirement still a long way off, and living their best lives, the volatility of the stock market was something to be endured, if not salivated over, because it was the price to pay to create serious wealth. Continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Investing Education.
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