Two top picks for 2025
While it’s hard to identify stocks I want to buy in this ‘expensive’ market, here are two suggestions, for different reasons and different objectives – yield and growth.
Paul Rickard has more than 30 years’ experience in financial services and banking, including 20 years with the Commonwealth Bank Group in senior leadership roles. Paul was the founding Managing Director and CEO of CommSec, and was named Australian ‘Stockbroker of the Year’ in 2005. In 2011, Paul teamed up with Peter Switzer and Maureen Jordan to launch the Switzer Report, a newsletter and website for share market investors. A regular commentator in the media, investment advisor and company director, he is also a Non-Executive Director of Tyro Payments Ltd and PEXA Group Limited.
While it’s hard to identify stocks I want to buy in this ‘expensive’ market, here are two suggestions, for different reasons and different objectives – yield and growth.
Why has Treasury Wine Estates tanked? I would like to diversify into Australian and international bonds. Is there a bond broker you can recommend? What are your thoughts on the Global Defence ETF (DFND)? What upside do the brokers see for Cyclopharm (CYC)?
Is it better to invest in the share market through a market cap weighted ETF like STW or IOZ, or an equally weighted ETF like MVW? Should I cut my losses on the Centuria Office REIT? What do the major brokers say about JB Hi-Fi, which has just broken $100? For my SMSF, I’ve changed from individual trustees to a corporate trustee structure. Should I redo my binding death benefit nomination?
We’ve made some changes to our portfolios for 2025 to consider the dominant investment themes we expect to apply. We have also rebalanced the portfolios.
What uranium stock do the brokers recommend? Is Pengana Private Equity doing a buyback as a prelude to delisting the stock? With investment bonds, can a teenager access the adult tax-free threshold and avoid paying tax on an early withdrawal? Why are ANZ and NAB holding their AGM’s so close to Christmas?
With 2025 fast approaching, here are my five income favourites for next year. I have excluded the major banks and avoided stocks in the resources sector which can be volatile due to fluctuations in the underlying commodity prices. The five stocks are from different sectors, providing some support to diversification objectives.
What are the rules for buying bitcoin in my SMSF? Why is Macquarie’s next dividend only partly franked? What are the current industry sector weighting? What do the major brokers say about Treasury Wine Estates?
It’s beginning to look a lot like Christmas and Paul Rickard explains why it makes sense to invest for your kids or grandchildren. Here’s Paul’s rundown on the tax implications as well as his idea of what stocks to buy as fillers for their Christmas stockings.
Will bank shares fall by 30% next year as per the prediction of Citi? What happens to your superannuation after you die? With Australia’s weak economic growth, is an interest rate cut on the cards? What do the major brokers say about Aristocrat Leisure?
It’s time for our regular look at how our model portfolios are doing. And they’ve been moving up!
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