Newsletter Guide

This is the heart and soul of the newsletter. It is a must read.  It is where Marcus shares his thoughts about the current state of the market, the threats, and opportunities, and how he is managing the Marcus Today SMA Funds (Separately Managed Accounts) – this is a unique window on a fund manager’s daily debate, which can help you to decide what you should do for you. Most of the content is derived from the Marcus Today team morning strategy meetings. It is published in the midday email, although is often released earlier in the online newsletter, particularly if we are doing something significant on a day (like cashing out of the market) we will always publish as early as possible to make sure our Members have the heads-up pre-market.

Marcus also includes and educational element to his section, explaining jargon, indicators, fundamentals, charts, other resources. Our mission statement is “Creating a Community of Better Investors”.  Listening to this educational drip feed will make you a better investor.

Daily Strategy Podcast: Marcus Strategy is supported by a daily podcast available in the midday newsletter or via Apple Play, Buzzsprout and Spotify.

NB: Ben O’Leary, Assistant SMA Portfolio Manager covers the Strategy section and podcast in Marcus’ absences.

A favourite of subscribers, Henry’s Take is where Henry Jennings gives his take on the action. This section looks at Small Caps and Mid-Caps together with tech, biotechs, strategy pieces’, education and some light-hearted looks at anything financial. The recommendations are in general more speculative in nature and may not appeal to everyone. But Henry has had some seriously good winners, a few losers and plenty of feedback from subscribers who like this section. Henry’s Take is often irreverent and humorous, but always informative.

Henry is a senior analyst, seasoned media presenter and was a derivatives and options expert working for Macquarie back in the 90s and a floor trader in London in the 80s.

Henry also manages the Marcus Today Facebook Discussion Group and runs a live Ask the Analyst Session every Friday at 5pm.

On the Couch Podcast: Henry produces a regular podcast aired on a Saturday, called ‘On the Couch’, where he speaks to some of the big names in the industry.

The Marcus Today Model Portfolios are the core of what we do. They are where all of our analysis (both fundamental and technical), reading, discussions, debate and decision-making are crystallised into actionable outcomes. They are how (along with Marcus’ Strategy articles) we pass messages about the market.

The MT Portfolios are hypothetical and not the same as the real money Marcus Today SMA’s, which Marcus manages. All portfolio updates are presented in the midday update and a current record of trades can be accessed here: Growth; Income and Top 50.

Click here for FAQs, so that you may get the best out of the portfolios.

Managed by Henry, the Small Cap Portfolio (SCP) is a Model Portfolio with a focus on small cap companies. It is an ‘official ‘summation of some of the stocks Henry is following, and the weightings are dependent on the level of conviction that Henry has for a stock or situation. Not all recommendations are included in the portfolio though. The list would get too long. It will never be 100% cash. The point of the SCP is to give ideas and insights into tech and emerging companies. If it was 100% cash and waiting, then it is hard to talk stocks and recommendations sometimes.

Every subscriber has their own view of the overall risk that is acceptable for their portfolio. Small caps are more speculative. If tech stocks or small and mid-caps are your thing, then this is the place for you.

This section presents daily monitored trading ideas that provide a more aggressive, shorter-term focus than the portfolios – although it is certainly not day trading. It endeavours to capitalise on shorter-term themes and opportunities in the market and will suit members who are looking for a little more activity.  It also includes an education in technical analysis and trading techniques.

In the BUY HOLD SELL section we take a deep-dive into stocks of interest, utilising the unique Marcus Today research style. The analysis in this section also supports the stock selection in the MT Growth, Income and Top 50 Portfolios.

The ALL ORDS SPREADSHEET – All the numbers on all 500 All Ordinaries companies presented in one sortable excel spreadsheet updated weekly. It is sortable and includes technical as well as fundamental data. Some subscriptions that are twice the price of Marcus Today do little more than provide this very same data in a fancy website. As a Marcus Today Member this is included as a matter of routine.

Our famous STOCK BOX. All the numbers you need to know on both Australian and US companies provided in our unique STOCK BOX format – a tool that is used by professional fund managers and brokers as well as our Members.

The Stock Box contains past financial data, forecasts, and consensus recommendations on all the major stocks and many of the smaller names.

We provide an analysis of the ASIC data on the most shorted stocks every Wednesday.

Updated daily we keeping a running spreadsheet of due dividends including yields and franking information as well as ex-date and pay date.

See which of your stocks are overvalued, undervalued, cheap or expensive and extract their main fundamental numbers.

Rather than dealing with complex calculations and to help you save time, we have created the MT Compound Returns Calculator to help you understand what return you need year-on-year to achieve your investment goals.

The Marcus Today Facebook Discussion Group is where Henry and Chris interact with members and answer their questions about the market. The group has close to 2000 active members with more joining every day.

Henry also runs a live Ask the Analyst Session every Friday at 5pm in the Facebook Discussion Group where members can ask anything they like. The answers are provided in real-time, so it is always fast, furious and – hopefully – fun.

A live chat session is hosted by Henry Jennings every Friday at 5pm.  Henry will give his take on all stock market questions posed.

Access to our analysts every day via email.  Pose any question and one of our analysts will respond.

In addition to key strategy commentary, the morning update feature the following key market synopsis:

• Pre-market: A summary of the main overnight prices, events and points of interest. This is mostly information – we are condensing a lot of information in one spot to save you time and explain and educate.
• Stories & Announcements: This includes a summary of the day’s stories and announcements with our commentary; a section covering any interesting broker research that day with target prices and recommendations.
• Daily & Weekly Diary: All the event both economic and corporate for the week ahead; with another weekly (Friday) section preparing you for the events and action of the following week.

Provides critical updates on the market including the publication of Marcus – Strategy; Daily strategy podcast; and an update of the market open; plus advice on any stocks bought or sold in any of the portfolios.

 

We email this to our Members daily and make it available on the website as well – it includes a concentrated synopsis of the market prices and events of the day in an easily digestible hit. If you are logging in once a day after the close then this is all you need. It includes our unique MARKET MAP as well as the year and day highs and lows, the outlook for the international markets for the night ahead, a summary of the day’s newsletter, with links, as well as a synopsis of the day’s announcements and a list of the best and worst performers on the day.

Sent on Saturday morning it includes a synopsis of overnight events in the US, a summary of the Australian market in the last week and convenient links to some of the main sections of the newsletter in the last week. If you are an investor rather than a trader then this is your once a week one stop shop.