My Two Cents

Last week’s By-Election and what it means for investors

Last week’s Super Saturday by-election was won by the ALP but the election result wasn’t all that relevant, it just means its business as usual for Government. We look at how it effects investors.

My Two Cents

Is it time to sell Afterpay?

If you still hold AfterPay you’d be punching the air in delight, you’ve done well. But now, we think it’s time to sell.

My Two Cents

In an online world, do malls matter?

Today, real estate watchers are claiming that suburban shopping malls are dying.

My Two Cents

How Warren Buffett Really Invests

In future issues of this Unconventional Wisdom newsletter we will be undertaking a detailed analysis into the investment strategies of the most successful investors in the world.

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.

Market Insights

Model Portfolio Performance – Month of July 2018

The ASX 200 Index posted a 1.38% gain for the month of July. The Dow Jones Index closed the month up 4.71%

Market Insights

Reporting Season Starts

Reporting season is up on us and most analysts are expecting it to be a good one.

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.

Ferrari Portfolio

Ferrari Portfolio – Changes this week – 28 July 2018

We're sold one stock this week and bought another.

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.

Under The Microscope

Under the Microscope Fairfax Media (FXJ)

This week Nine Entertainment lobbed a full takeover bid for Fairfax Media to create Australia’s largest media player. We look at Fairfax and whether it is worth buying.

X-Factor Stocks

Buy / Hold / Sell

In this section we provide readers with 2 Buys, 2 Holds and 2 Sells.

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.

Education

4 Tips from the street

Peter Lynch is one of the most successful institutional investors of all time. 

Education

What is the Future Fund

The Future Fund is Australia’s sovereign wealth fund that is responsible for investing for the benefit of future generations of Australians.

Education

Ideas from the inside

The revelations of the Royal Commission into Banking Industry is nothing new for the financial planning industry. It has been evident to us that the typical Australian has been getting a raw deal.

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.