Will the share market sell off in 2025 ahead of the introduction of the tax on super funds over $3 million? With a reversionary super pension, what are the implications on the transfer balance cap? What do the analysts say about Fortescue? Is Pilbara Minerals still your preferred way to play the lithium market?
While I’m always wary about making a recommendation to sell, JB Hi-Fi (JBH) and Commonwealth Bank (CBA) in my opinion are ripe for profit-taking. Here are reasons for my view.
Are rate cuts a positive or negative for the share prices of the major banks? Is there a major risk of a recession in 2024, and if so, should we sell now? Magellan is offering 10c for each of the options in the Magellan Global Fund – what should I do? Should I take part in the unit purchase plan for the Metrics Master Income Trust?
We’ve made some minor changes to our portfolios for 2024 to take into account the dominant investment themes we expect to apply. We’ve also rebalanced the portfolios.
Leaving the major banks to one side, here are five stocks to consider for 2024. They are from five different sectors which provides support to diversification objectives.
With my super pension, do I have to make a withdrawal every month? Should I cut my losses on rare earths miner Hastings Technology Metals? What do the broker analysts say about REA Group? Should I vote in favour of the proposal to delist NB Global Corporate Income Trust?
In this article, I look at tax issues, road testing a kid’s bank accounts, buying shares and insurance bonds and how to surprise your grandchildren on Christmas Day!
What should I do with my Perpetual shares following the announcement of a takeover? What do the major brokers think of IDP Education? I have just found out that my Sunland shares have been delisted……what can I do? How can I track the lithium spot price?
In this article, I look at how our two model portfolios have performed so far in 2023. To do so, we will start by examining how the overall market has fared. Let me add that both portfolios are now firmly in the black.
Why is Metrics Master Income Trust doing an institutional placement? How is the monthly CPI different to the quarterly CPI? Are you still fans of Xero? When calculating your super balance for an account based pension, should you include the franking credits that have been accrued but not yet received?
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