Portfolios retreat in May despite surge in IT stocks
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.
Expert buy, hold and sell recommendations from our team of analysts.
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 it time to pop the cork on Treasury Wine Estates?
Two high profile tech companies, NXT and APX are currently raising capital from their shareholders. In this article, I’ll look at the capital raisings and share my perspective on whether you should take part or not.
The major brokers are marginally bearish on the banking sector. What are their picks within the sector and which of the banks do I like?
Macquarie’s profit result was another example of it “surprising on the upside”. Is it expensive? Could it get more expensive? Would I buy now or wait?
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.
While BOQ has its doubters, here’s why I think this Tier 2 bank is starting to look somewhat attractive.
Wesfarmers is a top quality “blue-chip” stock but is it time to sell?
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.
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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