My Two Cents

What will be the Themes of 2019?

The 2018 Financial Year is over. What will 2019 bring? We look at some of the themes that might play out.

Fund Review

Managed Funds Vs Listed Investment Companies – (LIC)

We have republished a recent research report from Zenith Research, a leading investment research firm in Australia.

Fund Review

Challenging the traditional asset allocation model

The ‘balanced’ portfolio has become an institution in the financial world. Here Mark Houghton from King Tide Asset Management discusses this approach, and looks at another option.

Fund Review

The shape of things to come

A keenly debated topic is when the next recession will occur and what will be the trigger. See what JP Morgan thinks.

My Two Cents

What has happened to Expert Advice?

It wasn’t a surprise to us at Wattle Partners when we heard the news that one of the country’s largest financial planning firms, Dover Financial Group was closing its doors early next month. See what's happened

My Two Cents

Driverless cars and the road ahead

Driverless cars are here and are already being developed by the big tech giants and auto manufacturers. Within the next decade we will see a major shift in the way we use transportation. See what we think..

What We Liked

What we liked and disliked – Month of June 2018

The ASX 200 Index posted a 3.04% gain for the month of June. We look at what we liked and disliked this month.

Charts of the week

Interesting Charts – 15 June 2018

In this section we look at all charts North Korea

What We Liked

What we were reading this week

Here are 3 worthy reads that think subscribers will find interesting.

What We Liked

What we liked, what we disliked – 8 June 2018

The Australian economy is looking a lot stronger following a raft of positive economic data this week and CBA agrees to pay a $700m penalty.

Market Insights

Brexit and Grexit were big but an Italexit is huge

First Brexit now Quitaly. Italian shares fell 3% following a sell-off in the bond market, bond yields rose on concerns that Italy may exit the Euro

Charts of the week

Interesting Charts 1 June 2016

With all the commotion centring on Italy and its politics, we thought it would only be fitting to put up a few charts on the Italian economy.

Ferrari Portfolio

Ferrari Portfolio – End of year update

We're buying 4 new stocks this week

Ferrari Portfolio

Ferrari Portfolio – 18 June 2018 – We’re selling 4 stocks and buying 1

From The Herd

Stocks from the Herd – CBA, DMP, MYO

In this section we provide readers with three stocks that have attracted the interest of the broking community or the ‘herd’.

Ferrari Portfolio

We’re taking profit from Aristocrat and buying a new stock.

We're selling Aristocrat Leisure today and buying a new stock

From The Herd

3 Stocks from the Herd – TLS, FXJ, LLC

This week see why we've got a screaming buy on TLS. Also why we don't like Fairfax and what our insights are on Lend Lease.

Ferrari Portfolio

Ferrari Portfolio enjoying the Bull run. No change.

Here is the Ferrari portfolio for the 11 May. We have made no changes. The portfolio is tracking along well.

Fund Review

Why income matters –Plato Australian shares Income Fund

In a low yield world where interest rates remain at record lows, it’s a tough time for investment income seekers. Plato is a income orientated fund that delivers.

Under The Microscope

Under the Microscope Treasury Wine Estate

This week we do a deep dive into Treasury Wine Estates following reports of a wine surplus in China

Fund Review

Managed Funds Vs Listed Investment Companies – (LIC)

We have republished a recent research report from Zenith Research, a leading investment research firm in Australia.

Fund Review

Challenging the traditional asset allocation model

The ‘balanced’ portfolio has become an institution in the financial world. Here Mark Houghton from King Tide Asset Management discusses this approach, and looks at another option.

Fund Review

The shape of things to come

A keenly debated topic is when the next recession will occur and what will be the trigger. See what JP Morgan thinks.

Under The Microscope

Deep dive on Santos (STO)

Harbour Energy have lodged a binding bid to takeover Santos at US$4.98. See what we think.

Education

Model Portfolio Performance – Month of June 2018

We discuss some of the holdings in the Wattle Partners model portfolio.

Education

A world of power hungry Data Centres

With the onset of 5G, Internet of Things, driverless cars, AI and high-definition video used for eSports, a massive array of data centres are springing up.

Education

5 things worrying investors that shouldn’t – JP Morgan

This week we met with the team at JP Morgan. They provided a paper written highlights five thematic issues worrying investors that shouldn’t.

Education

What is a De-listed Company?

In this article we through what happens when a company becomes de-listed and how it occurs.

Education

Faster payments between the Banks

The New Payments Platform (NPP) introduced by banks will allow payments to be sent or received 24 hours, 7 days a week regardless of the bank.

Education

What is Seed Capital and how does it work?

In this article we talk about seed funding and how it works. We look at Series A, B, C and the exit stages.