Five months’ of gains for our portfolios
Our model portfolios finished higher in the month. Year to date, the income portfolio continues to perform strongly.
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 finished higher in the month. Year to date, the income portfolio continues to perform strongly.
Why did Woolworths get smashed? How can I access data on short selling? What do the major brokers think of Amcor? Why is Nine Entertainment (NEC) paying a special dividend of 49 cents per share, which is almost 30% of its share price?
CSL’s low last week came about after an underwhelming profit result and outlook. Is it in the buy zone? Or will it stay down? I take a closer at the result and what the market didn’t like and see what the major brokers have to say.
Is there an ETF that pays a higher dividend than Australian Foundation? What do the brokers say now about CSL? With small caps expected to do better, is there an easy way to follow how the small cap indices are performing? Why does BHP pay its dividends in US dollars?
Although the sharemarket is at record highs, the biggest company on the ASX, CBA, is off 12% from its peak. Last week, it delivered an “as expected” full year result, but the stock fell by around 4%. Have the wheels started to fall off?
Can I participate in the Liontown capital raising? How can an investor get exposure to the cybersecurity thematic? Do the brokers see further upside for CAR Group? When will CBA pay their final dividend and can I elect to take shares rather than cash?
Last week, property portal REA Group (REA) reported one of those sensational financial results. But could REA be vulnerable to new disruptive business models driven by AI. Let’s explore this, plus insights from the brokers and the company’s outlook.
If I don’t want any more Aussie banks, can I get an ETF that gives me access to US and European banks? How does TPG’s capital return of $3bn work? What do the major brokers think of Wisetech? Is AMP paying a dividend and is it franked or unfranked?
Following the lead of the USA, the Australian share market recorded its fourth consecutive month of gains in July. All sectors, with the exception of financials, finished in the “green”. Year to date, the market is up 7.2% and with dividends included, 9.0%.
How did the broker analysts respond to RIO’s profit announcement? Which ETFs are best suited for SMSFs? How will RBA rate cuts affect my investment strategy? When is RIO paying its interim dividend and is there a DRP?
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