Latest Commentary



Monday, 21 December 2020

Saturday, 19 December 2020

Thursday, 17 December 2020

5 top ETFs for 2021

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Chosen well, sector ETFs could provide handy gains in 2021. Be sure to understand currency risk with unhedged global ETFs and the effect of a rising Aussie dollar on returns.

Monday, 14 December 2020

Saturday, 12 December 2020

Thursday, 10 December 2020

Monday, 07 December 2020

Saturday, 05 December 2020

November portfolio update

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The objectives, methodology, construction rules and underlying economic assumptions for our model portfolios can be referenced here: (see https://switzersuperreport.com.au/our-portfolios-for-2020/) These are lo..

Thursday, 03 December 2020

Monday, 30 November 2020

Saturday, 28 November 2020

Thursday, 26 November 2020

Monday, 23 November 2020

Saturday, 21 November 2020

Thursday, 19 November 2020

Monday, 16 November 2020

Saturday, 14 November 2020

Thursday, 12 November 2020

Monday, 09 November 2020

Saturday, 07 November 2020

Thursday, 05 November 2020

2 small-cap agriculture stocks I like

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The Bureau of Meteorology’s declaration that a La Nina event is underway is important for investors. La Nina looks good for our farmers and is a reason (though not the only one) why a few agricultural stocks ..

Monday, 02 November 2020

October portfolio update

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The objectives, methodology, construction rules and underlying economic assumptions for our model portfolios can be referenced here: (see https://switzersuperreport.com.au/our-portfolios-for-2020/) These are lo..

Saturday, 31 October 2020

Thursday, 29 October 2020

Monday, 26 October 2020

Saturday, 24 October 2020

Thursday, 22 October 2020

Monday, 19 October 2020

Saturday, 17 October 2020

Thursday, 15 October 2020

Monday, 12 October 2020

Saturday, 10 October 2020

Thursday, 08 October 2020

Monday, 05 October 2020

September portfolio update

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The objectives, methodology, construction rules and underlying economic assumptions for our model portfolios can be referenced here: (see https://switzersuperreport.com.au/our-portfolios-for-2020/) These are lo..

Saturday, 03 October 2020

Thursday, 01 October 2020

Monday, 28 September 2020

Saturday, 26 September 2020

Thursday, 24 September 2020

Monday, 21 September 2020

Saturday, 19 September 2020

Get ready for the reopening trade

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September is the month I get cautious about stocks. October is another month I want to get over and done with. Both these months are stock market crash-prone. When I was preparing to write this on Friday, the S..

Thursday, 17 September 2020

Monday, 14 September 2020

Saturday, 12 September 2020

Thursday, 10 September 2020

Monday, 07 September 2020

Saturday, 05 September 2020

Don’t be afraid of this market drop

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A big pullback in one day is always worrying and it’s even more concerning when some experts pull out the old “it’s a Minsky moment!” When one guy in the US did, CNBC rushed to report it. And all the Mi..

Thursday, 03 September 2020

Monday, 31 August 2020

Saturday, 29 August 2020

Thursday, 27 August 2020

Monday, 24 August 2020

Is a2 Milk still a buy?

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When I last wrote about a2 Milk, it was $12.23. On Friday it closed at $18.37. My article sets out why I continue to like a2M and why growth investors should consider the post-result mark-down as an opportunity..

Saturday, 22 August 2020

Thursday, 20 August 2020

Monday, 17 August 2020

Saturday, 15 August 2020

What’s driving our stocks positivity?

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Reporting season locally is important but it’s a bit part player compared to what Wall Street is doing. There’s been an updraft out of New York, the home of the world’s most important stock indices, helpi..

Thursday, 13 August 2020

Monday, 10 August 2020

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