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Recent Questions & Answers

Diversifying into International Offerings

Recently we had an SoA done for our SMSF and the adviser recommended that we diversify into more international offerings, as we are heavily Australian invested via the ASX and some managed funds.

He suggested, among other things, Global Infrastructure and US Large Cap Equity, or mix US – World ex Australia.

We are not sure how to go about this, as we prefer to invest direct. Can you help with suggestions of funds we could look at?


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Stocks in the Utilities Sector

We currently hold DUET Group (DUE) in our SMSF and have enjoyed a healthy annual yield of 7% + over the last few years. With the proposed takeover (and subsequent de-listing) of DUE we are looking for a suitable replacement within the same industry.

Spark Infrastructure (SKI) appears to “fit the bill” as far as industry classification is concerned, yet their current yield is well below what DUE have been paying.

Your thoughts/comments would be appreciated.

Regards.


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Coca-Cola Amatil and Carsales

Could you give me your thoughts on how you see the future for CAR and CCL please.

I currently hold both these stocks in my portfolio within my SMSF which is in pension mode. CAR appears to have been going sideways for some time now. Do you see much growth in this stock?

Also, in your latest ‘Buy, Sell, Hold’, CCL has been upgraded by Credit Suisse and downgraded by UBS. Your thoughts please.

Thank you.


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Crown Resorts

Just a quick one – do you think Crown Resorts limited is a good buy and hold (thinking long-term)?

Also, a lot are saying Telstra is probably close to a sell. What are your views on this stock?

Regards


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Rebalancing a Growth Portfolio

After a reporting season, there has often been a lot of movement within a portfolio.

Some investors take profit from the good performers and invest it back into the not-so-good performers. Others look for value in new stocks but then run the risk of growing the portfolio too large without disposing of potentially good value stocks.

What are recommended ways to re-balance a (growth) portfolio?


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