Smashed Avocado

Toms Blog – I Like Smashed Avocado

Family Christmas lunches provide a range of entertainment. This year was no exception. From eccentric aunties discussing their timeshare purchase, to the excitement of a 3-month old baby cousin being introduced to their extended family for the first time. Then there was that nice glass of Penfolds that spilt on the new couch and wayward…

Read more

Rich Tom Poor Tom

One more day until the Christmas holidays. Well, for most people, the Marcus Today desk will of course be operating. “Whenever the market is open we’re open” says Marcus. Blimey. This is my third year working with Marcus and the Team and as tradition has it, before we all head off to the annual Christmas…

Read more

Following the Fund Managers

You may have seen my article on Livewire this weekend which talked about some of the common traits and mistakes, as well as the heroics we see when we do portfolio assessments for financial planning clients, mostly portfolios that have been managed by SMSF Trustees in isolation. Our portfolio assessments provide people with a bouncing…

Read more
sophisticated investors

Stock Market Secrets: Unsophisticated Investors

“Sophisticated investors are people who have a level of wealth and or expertise in the market that excuses the seller of a financial product from the regulatory duty of care. Sophisticated investors are deemed to be smart enough or big enough to look after themselves. Someone with savoir-faire”. Well, in many cases, that’s a laughing…

Read more
Tom Wegner surfing around the Mentawai islands in Indonesia

Toms Blog on Life at 25

Tom Wegner It’s a pleasure to write for you all this morning, my name is Tom and I have been working alongside Marcus, Henry and Chris for 3-years now (I do all the hard work, they take all the glory). I am 25 and I live with my twin brother Liam. At the moment I…

Read more
Oil fields affecting the oil price

Oil Price Correlations

The oil price is ticking up after the OPEC+ (OPEC plus Russia) meeting in early December, which saw Saudi Arabia push for the deepest production cuts in a decade. Oil up 2%. OPEC pumps 40% of the World’s oil. They increased production cuts by 500,000 barrels to 1.7m barrels a day – 372,000bpd by OPEC…

Read more

Growth Beats Income

I know a lot of you hold big holdings in banks for income, so have we, but it has, in hindsight, been one of the biggest Australian investment mistakes of the last five years. In the last five years, as you know, the banks have been pummelled. It all started with a Commonwealth Bank rights…

Read more