Join us this week for a look at the world of commercial and residential property as we talk to REIT Fund Manager James Storey, Head of Real Assets, from 360 Capital who manages the 360 Capital REIT (ASX: TOT). James has over 15 years experience in real estate funds management with significant experience investing across…
Nuix (ASX: NXL) was the biggest float of 2020 and soared more than 50% on its first day. Investment banks couldn’t get enough of it and many missed out on their desired allocation. Some speculated that it was a function of the improving macro picture combined with a lack of desirable floats in 2020 that…
In 1623. A single tulip bulb sold for a thousand Dutch florins, seven times the average annual wage. The average tulip trader made sixty thousand florins a month. 400 times the annual wage. 40 bulbs sold for 100,000 florins. You could have bought 3,333 pigs for the same price. People were selling possessions to speculate…
Most fund managers have an Investment Philosophy. For some it is little more than a marketing blurb on their website, for others it is their core. An “Investment Philosophy” for professional fiund managers is required for compliance purposes (compliance with compliance) but it goes beyond that. An Investment Philosophy, whilst it can be updated and…
In this week’s On the Couch, we chat to Kanish Chugh from ETF Securities. We have talked to ETF Securities in the past, but in this podcast we talk about how the pricing of ETFs work and the best times for liquidity in more esoteric ETFs. ETF Securities have some interesting new products and we…
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…
On the Couch this week features Dr Phil Hodgson CEO of Calix (CXL). Calix is a company looking to create a new Kiln process that makes cement manufacturers far more environmentally friendly cutting CO2 emissions drastically. And its not just cement but a swathe of other applications, including advanced battery materials. As the company says,…
The chart below shows the very close correlation between the iron ore price and the ASX 200 (ASX: XJO) resources sector. (Charts dated 11th February 2021) When you look at this chart you begin to realise that it really doesn’t matter what the broker analysts say, what the earnings forecasts are, what the return on…
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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…
