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Charlie Aitken is founder and fund manager of Aitken Investment Management.
He is the former Managing Director of Bell Potter Wholesale and the author of the daily equity market newsletter Ringing the Bell.
Charlie started his financial markets career in 1993 on the floor of the Sydney Futur...View more >
I’m optimistic about FY21. The previous financial year, while volatile, has seen solid double-digit returns generated by investing in a concentrated portfolio of high-quality global equities.
If you’re looking at dividend yield over capital growth…STOP. Portfolio construction and diversification is so important in this environment and remember, dividends should be viewed as a bonus.
Life and congestion are picking back up and our domestic economy is reopening. I’m backing Team Australia again this week but sticking to the roads and infrastructure sector. What stocks should you ..
Team Australian is worth backing. We beat the virus, now we reap the rewards. I encourage you to consider some more domestic cyclical exposure in your portfolios.
At the risk of repeating myself, I can’t stress enough the four dimensions I look at when evaluating a company as a potential investment. Let me take you through these one by one.
The weakness in the US dollar is a clear opportunity for Australian investors to diversify a little by currency, geography, sector and stock.
