Back in August, Henry was joined by not one but two guests, Bryce Leske and Alec Renehan, the podcast doyens from Equity Mates. Two great young guys starting out on their investment journey and sharing with the world. They have created a series of successful educational podcasts which interview industry experts on investing and all things…
The US market rally has been led in the last few days and overnight by technology and healthcare, not because of Trump or Biden, but because there is no clear Senate control which means no major reforms which could hurt both sectors. In which case we are unlikely to take a lead from the US…
This week ‘On the Couch‘ Henry chats to Greg McKenna the CEO of the multi-award-winning Police Bank, a bank that serves those in Blue. Greg McKenna is a familiar face to Sky Business viewers with his expert take on the economy and the macro picture. Back in 2018 Greg swapped his economist’s hat to work…
Last week Marcus sold down his (ASX: QAN) holding in the MP growth portfolio, we still have a 1.5% position and have discussed what conditions we would want to see before topping that up. Today’s article explores that idea. Vaccine optimism has been largely overshadowed by the deteriorating virus picture and the US election. With…
The ASX 200 market has taken direction from the souring virus picture in the northern hemisphere. Attention slipping from vaccine progress and optimism over democratic sweep. Monday saw the ASX 200 give up early gains to close down 11 points to 6156 as the index remained in a pause. Stimulus talks remained in the spotlight…
I have been very lucky over my journey in the market. I had a great mentor, Stuart McPhee, who I met early on in the piece and who really straightened me up. Stuart only cares about the price of a stock. Nothing else. And when I say nothing else, I mean nothing else. What the…
In a bit of a departure and to keep Harold on his toes today we are publishing an article from one of our subscribers Vivienne. You might find some empathy in her situation and I’m sure she would love to hear from you if you do. At 82, I have been a self-funded retiree for…
On the Couch this week sees us head over the ditch to talk to two Kiwi fund managers, Mark Devcich and Chris Bainbridge from Pie Funds. Mark and Chris run a $130m Emerging growth fund focusing on companies below a $150m market cap and concentrated mainly on the ASX. The Emerging Fund is now close ended with…
So what is the truth? What is the average return from the stock market? Fourteen per cent, nine per cent, or something else? I have done the calculation for you. If we use the All Ordinaries Total Return index (it used to be called the Accumulation Index) which includes all cash dividends reinvested on the…
Rare Earth Part 2 Last week I wrote an article highlighting the rare earth sector. The main focus was naturally in Lynas (ASX: LYC) and it was good to see the stock doing well yesterday plus the other stocks that I talked about. Greenland Minerals (ASX: GGG), Armour Residential (ASX: ARR) and Avino Silver & Gold Mines…
