Dear %%first_name%%,
The US has sneezed and we’ve all caught a cold, following what some have been calling a mini wreck in the US on the weekend. I’m ignoring all the noise today and focussing on a good, strong investment strategy over the long term. By long term, I’m talking decades not years – and that’s dividend reinvestment plans in good companies.
Also in the Switzer Super Report today, we have Paul Rickard’s monthly update on our portfolios. The income portfolio is ahead of the pack by 1.3%. Our growth portfolio is lagging, as it waits for the inevitable fall in the Aussie dollar to help some of the companies in that bunch.
In Buy, Sell, Hold – what the brokers say, resources stocks Evolution, New Hope and Fortescue get upgrades and we have James Dunn discover what might be the next Carsales.com.au, REA Group and wotif.com.au in his article today.
Tony Featherstone examines the insurance landscape and explains why Austbrokers is the best pick, and in Shortlisted, Computershare, CSR and Telstra all get a mention.
Sincerely,
Peter Switzer
Last week, we held our monthly webinar and Paul Rickard and I answered plenty of your tricky questions around investments and everything SMSF. You can watch it here.