Sector Charts

CHART OF THE WEEK Bond yields are on the rise, led by inflation expectations. The anticipated eventual flow on to interest rates and the rise in the risk-free rate is putting some serious pressure on growth and particularly on loss-making tech stocks, who all of a sudden become far less attractive when you can get…

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Trading Ideas Explained

The Trading Ideas section of your report acts exactly as the name suggests; as an area to help generate opportunities. The ideas will have a technical bent, but be supported by fundamentals. For example, we might run a filter for stocks that are showing price momentum and then look at each of the names which…

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ASX: BUY HOLD SELL – GMG

Goodman Group is a global integrated property company, engaged in owning, developing and managing industrial property and business space in the markets across the world. The principal activities are investment in directly and indirectly held industrial property, property services, property development (including development management) and fund management. GMG’s segments include Australia and New Zealand, Asia,…

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The Marcus Today Gold Portfolio

Marcus Today SMA: The Golf Portfolio

IDEA OF THE DAY   If we could show you how it was possible to generate a 6% return, using Top 100 equities and hybrids, would you be interested? Well, that’s what we’ve got for you today. In the last in our series of income investing articles we have constructed the GOLF PORTFOLIO – a portfolio for the investor…

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