The all-weather sector – Healthcare

There is no denying it; markets are volatile. And notwithstanding the recent return to favour in shares, it would take a brave investor to suggest that the uncertainty is behind us, and it will be smooth sailing from here on in. When asked by investors which is the best sector to ride out volatility, it […]

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Planting the seed of doubt – a lesson in sobriety

On the morning of Tuesday 6th August, the shares of agricultural trust Rural Funds Group (RFF) went into free fall, down 42% before a trading halt was placed. The reason? An overseas activist short-seller, Bonitas Research, published a damning report on the trust asserting a range of issues with the business which effectively resulted in […]

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Five tips for investing in a heated share market

Psychologically, Bull markets can create their own problems for new investors, mainly when businesses have been on a price tear for some time. Investors fear they will have an accident as they try to merge into the oncoming traffic. Growth stocks, in particular have had a strong run, as investors continue to be on the […]

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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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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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Financial knowledge is power

The revelations of misconduct during the Royal Commission have been a reality check for many in the financial services industry. While substantial steps have been made over the past decade to strengthen the basic tenement of representing the client’s best interests, the highlighted examples and subsequent fumbling from the heads of these institutions show that […]

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markets

Get strategic to protect against volatile markets

With major markets caught in a wave of volatility, many investors have started to question the composition of their share portfolio. We appreciate that investors can find it hard to make the right decisions in the best interests of their entire portfolio when capricious markets are accompanied by “noise”. We have three forensic questions that […]

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four investing tips

Remember these four things when you’re investing

The idea of owning a share portfolio can be daunting if you’ve never done it before. However, getting started on building a profitable portfolio is not as scary or as difficult as you might think, provided you have access to the right investing tips. Achieving capital growth is one of the main reasons investors get into […]

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investing in stocks versus property

Investing in stocks versus property: A 20 year investment comparison

There’s a long standing debate among Australian investors on whether property makes a better investment proposition than investing in stocks. These are the two most popular asset classes and you’ll always find strong opinions about which option provides the best bang for your investment buck. Which do you think delivers the higher return? Analysing purely […]

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The benefits of a managed fund

Today’s investor has a variety of options to select from when it comes to building a share portfolio. Depending on the amount of time you have to spend managing a portfolio, the level of involvement you are willing to contribute, or the level of comfort you have making investment choices, a managed fund may turn […]

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Tempted by technical analysis?

Tempted by technical analysis? There’s a better way

It’s hard not to be enticed by the allure of technical analysis when it comes to driving your investment decisions as it’s a relatively quick and easy tool to apply. But for most investors, relying on technical analysis is like removing a screw with a hammer – you are just not going to get the […]

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