The psychology of investing during reporting season

The psychology of investing is often the most challenging part of portfolio management, particularly during reporting season when there is significant volatility, and/or one stock may disappoint. However, it needn’t be if an investor approaches the task of portfolio management with the right mindset and understands irrespective of whether the investment objective is growth or […]

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The ASX sectors that are set for the biggest growth, in charts

The dust has now settled after the reporting season and with most pundits championing that it was a winner. Seasoned investors will know that being so flippant is not the way to establish a view as to whether the recent run in the market is sustainable. Let’s take a moment to revisit the key themes […]

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Prelude to reporting season: current star stocks in tough sectors

With reporting season on our doorstep, it is the time of year that I am usually asked for a view on which sectors will perform well, and which are expected to do poorly. The application of any response is to focus on businesses in ‘hot’ sectors for possible investment consideration, and businesses in ‘cold’ sectors […]

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Recent Australian Financial Review (AFR) article

How to pick winning stocks this earnings season – avoid black holes, find stars

Focussing on businesses in ‘hot’ sectors, means there may be the potential to miss significant gains that often come from finding a gem among the rocks. In this AFR article, Lincoln Indicators’ Executive Director, Elio D’Amato encourages readers to look at the fundamentals of a company first. Click here to read the full article. Please […]

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Missed opportunities by SMSF investors

The health of the SMSF sector remains strong. In its latest March quarterly report into superannuation performance, APRA quotes SMSFs making up over 27% of all assets held in superannuation. This makes it the largest segment of the sector ahead of retail, industry and public sector funds. The future also looks bright according to Investment […]

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Recent Australian Financial Review (AFR) article

Missed opportunities by SMSF investors

Elio D’Amato, Lincoln Indicators’ Executive Director explores the continued strong health of the SMSF sector in Australia. However, the number of established SMSFs has had the lowest quarterly result reported in 10 years. Elio takes a deeper look into the numbers to explore the factors at work. Click here to read the full article. Please […]

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