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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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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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Dig deeper when you invest in small cap stocks

If you were an investor in traditional businesses such as the banks, Telstra or AMP over the past year, you may be wondering what all the fuss has been about regarding the market. With the All Ordinaries currently over 6200, we are now only 10% from our all-time high set over a decade ago on […]

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Take a breath and re-focus on your investment objectives

As we fast approach the end of the Financial Year, many of us will be assessing the performance of our portfolio and evaluating the quality of our calls over the last 12 months. Unless you were in the ill-advised position of holding an overexposure in Telstra Corporation or AMP, chances are your share portfolio returns […]

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