Portfolios gain in June as market posts double digit return for the financial year
Our model portfolios enjoyed positive returns in June and are in the black for 2023. Let’s take a closer look…
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.
Our model portfolios enjoyed positive returns in June and are in the black for 2023. Let’s take a closer look…
Will infrastructure stocks return to form? I have a “dog” in gold miner St Barbara – should I sell? If a global recession looms, should I sell everything now and buy back after the market pulls back? Is Ramsay Health Care still in “buy territory”?
A question from last Thursday’s Boom, Doom, Zoom webinar prompted me to write this article. Here’s what I like and don’t like about ASX and whether I think it’s a buy.
Is there any value in holding onto two dogs, Star Entertainment and Pact group? Given the gloomy outlook for retail ,are you worried about JB Hi-Fi? What are the rules around the Government Super Co-Contribution? Why are the dividends on my hybrid securities only 5% when I calculate they should be over 7%?
The end of the financial year is a less than two weeks’ away. This means that you don’t have long to act to ensure that you pay the optimal amount of tax. Here are my 6 top tax tips.
With the end of the financial year not too far away, here are 5 actions to take to get the most out of the super system.
Is Elders in buy territory? Why did CSL come out with a trading update and are you still a fan? With the transfer balance cap increasing, should I wait until 1 July before starting a super pension? Why have the prices of hybrid securities (bank capital notes) fallen recently?
What ETF that pays quarterly income would you recommend? What are the main super changes for next financial year? If I look at CommSec before the market opens, the prices on the depth screen are often inverted – why is this so? Infratil is raising $850 million to buy One New Zealand – can retail shareholders participate?
In this article, I look at how our model portfolios have performed so far in 2023. First up, I’ll start by examining how the overall market has fared.
Is drinks and hotel company Endeavour a buy near $6? If I want to make a super contribution, am I limited by the size of my super balance? Should I top up my holdings in copper producer Aeris Resources? If earnings forecasts and company target prices are related, why can one broker have a lower earnings forecast, but a higher target price?
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