The Australian sharemarket posted a positive return of 2.9% for July as it neared a 12 month high. Our model portfolios also delivered positive returns, with the growth portfolio continuing to outperform the benchmark.
How do I add gold exposure to my portfolio? Is there upside in investing in international property? Is Flight Centre a buy? If I am over 75, can I still make a downsizer contribution to super?
Macquarie is recognised for its risk management DNA, its ability to pivot and leverage the next market opportunity and its conservatism when it approaches the investor community. I put this announcement in the “conservative category”. However, with broker targets being lowered and profit forecasts cut, short-term gains in the stock price (back above $200) will be harder. Here’s what I think you should do.
Is there value in Magellan and should I buy more? Is this a good time to buy bonds, and how do I go about it? For listed investment companies (LICs) trading at a discount, do I consider the ‘pre-tax’ or ‘after-tax’ NTA? When do the major banks report their earnings next month?
Even if you’ve outsourced your SMSF investment functions to an adviser, you’re ultimately responsible for its investment performance. How can you determine whether you’re cutting it as an investment manager?
I’ve had a nice run with Megaport. Are you still bullish? Why is GEAR paying such a big distribution? What is the normal fee for an ‘off-market’ share transfer? If I make a non-concessional contribution to my super, what are the limits that now apply?
Abacus Storage King (ASK) provides an opportunity to participate in a sector with medium-term tailwinds. Here’s my review of the new specialised trust.
Why is CSL sinking? Can property group Centuria Capital recover? What is the new property trust that is about to list on the ASX? Have there been any changes by the Government to super pensions this year?
Last December I nominated five stocks from five different sectors to consider for 2023. Here’s an update on the five stocks (including what the brokers think), and where do I think we go from here.
Is Sonic Health Care a way to play the health megatrend and get “safe” income? Costa Group has received a takeover offer – should I accept? With overseas shares, can I hedge my currency exposure? Are there any changes to the super contribution caps in 23/24?
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