Portfolios continue to outperform as market grinds higher
In my article today, I look at how our model portfolios have performed so far in this year. To do so, I’ll start by examining how the overall market has fared.
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.
In my article today, I look at how our model portfolios have performed so far in this year. To do so, I’ll start by examining how the overall market has fared.
How can I invest in small caps? Is a yield of almost 12% sustainable, or is this stock a “value trap”? Is lithium producer Pilbara Minerals a buy? If I buy shares in Woodside, do I get the next dividend?
In my article today I look at the next big 5 companies who have reported: Woolworths, BHP, RIO, NAB and Westpac. What did the market make of their results, and where do these stocks head now?
Why did Coles get smacked when the Woolworths’ CEO resigned? Pengana Private Equity Trust has been going down over the last few weeks, can you explain? What do the brokers make of Bluescope Steel following its profit announcement? Does BHP operate a dividend re-investment plan and is there any discount?
Last week, five out of the top 10 companies (actually 4, and a fifth former “top ten”) reported their financial results: Commonwealth Bank, CSL, Macquarie, Telstra, and Wesfarmers. What did the market make of the results, and where do these stocks head now? Here’s my take.
What is your single most preferred stock in each sector? I am retired – can I avoid paying CGT on a property I have just sold? Should I take part in the Metcash share purchase plan? I am enrolled in CBA’s dividend re-investment plan. Is it too late to change and take the cash instead?
While I don’t like paying road tolls, Transurban (TCL) is one of my favourite stocks. Read my article today to find out why and what price would turn me into a buyer of more TCL.
Is it time to get out of Telstra? Can I invest in India through an exchange traded fund? What do the brokers think of Car Group (formerly carsales.com)? When do CBA and CSL report their earnings?
Led by Wall Street, the Aussie share market hit a record high at the end of January. Our Switzer model portfolios followed suit and recorded solid gains for the month, outperforming the benchmark index. In this article, I look at how they’ve performed so far this year.
Will ANZ succeed in its purchase of Suncorp Bank, and what is the outlook for insurance companies such as Suncorp? With Evolution Mining, should I cut now and bail? What is your exit price for RIO? Are there any good graphite stocks on the ASX?
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