5 asset allocation ideas for 2025
To some, asset allocation, by contrast, seems dull. Academic studies, however, have found that asset allocation adds more to portfolio returns than individual stock picking.
Monday Edition, 16 December 2024
Buy, Hold, Sell…What the Brokers Say…
For the week ending Friday December 13, 2024, FNArena recorded ten upgrades and ten downgrades for ASX-listed companies by brokers monitored daily.
SwitzerTV Monday 16th December 2024
Is it time to dump big caps? What do you buy? Jun Bei Liu and Rudi Rudi Filapek-Vandyck revel all.
Switzer on Saturday, 14 December 2024
Could too much of a good thing trump this rally?
The stock market now looks becalmed, having set its ‘sails’ for the Trump tailwind since November 5.
Thursday Edition, 12 December 2024
Six ETF ideas for 2025
ETF growth astounds me. I recall working for a global ETF issuer about a decade ago when there were just a few dozen and most investors had never heard of them. I see some interesting thematic ETF opportunities for next year to potentially enhance returns.as portfolio satellites rather than core exposures to enhance returns in 2025.
“HOT” stock 2: Sonic Healthcare (SHL)
In our second “HOT” stock article today, Raymond Chan, Head of Asian Desk at Morgans, explains why he regards Sonic Healthcare (SHL) as an ADD to an investor’s portfolio.
“HOT” stock 1: Fortescue (FMG)
In our “HOT” stock article today, Michael Gable, MD of Fairmont Equities explains why at current levels he sees Fortescue (FMG) as a buying opportunity.
Questions of the Week
What are the rules for buying bitcoin in my SMSF? Why is Macquarie’s next dividend only partly franked? What are the current industry sector weighting? What do the major brokers say about Treasury Wine Estates?
Boom! Doom! Zoom! | 12th December 2024
Peter Switzer & Michael Gable answer your questions on PLS, JHX, EDV & more
Monday Edition, 9 December 2024
SwitzerTV Monday 9th December 2024
Losers can be winners, so check these out
Are these stocks ready to buy?
It’s always tempting to get on the bandwagon of stocks on the rise, however it can also be rewarding to look for a beaten-up stock, where the market has gone too far because it’s too short term in its view on a company. Let me take you through a number of stocks that fall into this category. Are they ready to buy?
Investing for your kids or grandchildren
It’s beginning to look a lot like Christmas and Paul Rickard explains why it makes sense to invest for your kids or grandchildren. Here’s Paul’s rundown on the tax implications as well as his idea of what stocks to buy as fillers for their Christmas stockings.
Two stocks for the Christmas stocking
In the first of a series of stocking fillers in December, here are two stocks I think look really well-placed for growth – and that I’d be happy to see in my Christmas stocking!
Buy, Hold, Sell…What the Brokers Say…
For the week ending Friday 6 December 2024, FNArena recorded nine upgrades and 13 downgrades for ASX-listed companies by brokers monitored daily.
Switzer on Saturday, 7 December 2024
Can Trump’s all-time highs be sustained?
Goldilocks still lives in Trump’s USA with the November jobs report, a potential market-hurting data drop, coming in a little better than expected.