Vivienne

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…

Read more

What is the Average Return of the ASX?

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…

Read more

Marcus Today SMA | September 2020 Update

SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA fell 3.02% in September, outperforming the 3.59% fall in the benchmark S&P/ASX 300 Accumulation index by 0.57%. The Growth SMA has risen 5.06% over the past 12 months – outperforming the 9.96% fall in the benchmark index by 15.02% for the period. While…

Read more