Our growth portfolio continues to outperform the benchmark index, while our income portfolio, with its overweight position in financial stocks, matched the index in April. Both portfolios show solid returns for the year.
Will the world transition to electric vehicles, and if so, should I dump all my oil shares and invest in materials used in electric vehicles? With the bid for Newcrest, do I have to hold my shares to get the special franked dividend? What is bank reporting season? I read property trusts are trading at a big discount to their NTA – what does that mean?
While BOQ has its doubters, here’s why I think this Tier 2 bank is starting to look somewhat attractive.
What will be the impact on Woodside and Santos if the Government increases the Petroleum Resource Rent tax? Do you prefer Coles or Woolworths? With hybrid securities or capital notes, why do I only get in cash 70% (or 0.7 times) of the actual interest amount? What is the minimum number of shares I can buy on the ASX?
Wesfarmers is a top quality “blue-chip” stock but is it time to sell?
Where can I get a good rate on a term deposit? Should I take part in HMC Capital’s (formerly Home Consortium) share purchase plan? Why isn’t Newcrest Mining trading closer to the implied takeover value? Do the broker analysts prefer BHP or Rio?
Should I “average down” and buy more EML Payments? Have term deposit rates peaked? What will happen to Suncorp now that the ACCC is set to block the sale to ANZ? How do broker analysts calculate target prices?
In my article today I look at how our portfolios have performed so far in 2023. To do so, I will start by examining how the overall market has fared.
Are Aussie bank hybrids at risk? Is talk about a merger between BOQ and Bendigo & Adelaide Bank just “talk”? Is now the time to invest in a bond ETF? Has an ETF ever failed in Australia, and am I sufficiently diversified?
I like companies that have market leadership positions. I also like companies that have proven track records. So, what do I think of carsales.com (CAR)? Do I think it’s a buy?
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