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US markets strategy

Paul Rickard

Thanks for all your advice. I rely on you and your team to make sense of the world.
Ok, my question: With Charlie’s PTM and CRW recommendations to take advantage of the US recovery, I’ve decided to hold back, be patient and wait for a correction between Febrary and May – then I want to strike. Is this a good idea or should I buy in the small dips? What other stocks do you recommend to take advantage of the weakening AUD ? I have some VTS US high yield shares.


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Tax implications of selling SMSF shares

Paul Rickard

I am 58, should I have an income portfolio AND a growth portfolio. Also what are the tax implications of selling shares within SMSF e.g. If I sell my Santos shares, is there a high CGT or (within the SMSF) is it taxed as a day trader would be?

Thanks.


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Looking for US exposure

Paul Rickard

Could you please tell me which stocks in the ASX top 100 provide good US exposure? I know of BHP, QBE and PTM, but I can’t find the article listing any others.

Thanks.


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US investment picks?

Paul Rickard

For one reason or another I have $US40k in a SMSF Macquarie account in the USA earning no interest. The reason for this is because I have been waiting for the Aussie dollar to drop and improve the conversion. I have come to believe that it will be another 6 months or more before it will be worthwhile to bring it back to Australia and reap the benefits of a lower AUD.

Can you please suggest/recommend where to invest this in the States – or better still, suggest a managed fund with a good track record that is relatively secure.

Your thoughts would be appreciated. Thanks.


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