why ETFs

Why ETFs

  Embarrassingly our ETF portfolio has been outperforming our other portfolios (written on 17th February 2021). It is a revelation that this low-cost, low activity, low stress, low administration, relaxed portfolio, exposed to compounding returns in the Australian market as well as the HACK, FANG, FUEL and S&P 500, is outperforming our Australian stock picking…

SMA

Marcus Today SMA | January 2021 Update

SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA fell 1.71% in January, falling short of the 0.56% rise in the benchmark S&P/ASX 300 Accumulation index. The Growth SMA has risen 6.41% over the past 12 months – outperforming the 2.69% fall in the benchmark index by 9.10% for the…

BUY HOLD SELL – Polynovo (ASX: PNV)

Polynovo (ASX: PNV) is a medical device making company that designs, develops and manufactures dermal regeneration solutions using its patented biodegradable polymer technology. The technology which looks a bit like a foam sheet or a sponge, helps the body use its own mechanisms to repair damaged tissue. Commonly used to treat burns and traumatic wounds.…

Marcus Today SMA | December 2020 Update

SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA fell 2.58% in December, underperforming the 1.32% rise in the benchmark S&P/ASX 300 Accumulation index by 3.9%. The Growth SMA has risen 12.49% over the past 12 months – outperforming the 1.73% rise in the benchmark index by 10.76% for the…

Marcus Today SMA | November 2020 Update

SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA rose 11.00% in November, marking our best monthly rise ever and outperforming the 10.23% rise in the benchmark S&P/ASX 300 Accumulation index by 0.77%. The Growth SMA has risen 12.82% over the past 12 months – outperforming the 1.62% fall in the benchmark…

BUY HOLD SELL – IVE Group (ASX: IGL)

IVE Group (ASX: IGL) – Scanning through the ALL ORDS spreadsheet for the top performers over the last month, IVE group stood out as one that has flown under the radar. Up an impressive 380% since its March low. Solid fundamentals and a recently simplified business structure.  It is essentially a marketing company. The tagline from the website adds a bit more gloss and flavour but that is the long and short of it. Catalogue production/letterbox…