Modest losses for our portfolios in August as market digests reporting season
Although there were modest losses for our portfolios in August, year-to-date, our portfolios are enjoying respectable gains.
Expert buy, hold and sell recommendations from our team of analysts.
Although there were modest losses for our portfolios in August, year-to-date, our portfolios are enjoying respectable gains.
Should Investors in energy infrastructure company APA Group (APA) take part in its current share purchase plan? What will APA buy with the funds raised? Is the proposed acquisition strategic? At what price should you take up these shares?
Telstra’s certainly more attractive than a few weeks ago. Will it drift lower? Are we far off a major support area and at what price? Is the telco a “hold” for investors, and should they increase their exposure?
Would I buy CBA at these levels? Has CBA’s result given me the confidence to be overweight the sector?
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.
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.
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?
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.
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.
Our model portfolios enjoyed positive returns in June and are in the black for 2023. Let’s take a closer look…
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