SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA rose 11.00% in November, marking our best monthly rise ever and outperforming the 10.23% rise in the benchmark S&P/ASX 300 Accumulation index by 0.77%. The Growth SMA has risen 12.82% over the past 12 months – outperforming the 1.62% fall in the benchmark…
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There is a truth in the stock market that you will not find many brokers or fund managers admitting to. It is this: Fundamental analysis only works on certain companies. Meanwhile, there is a sub-world of stocks without solid fundamentals (APT), without earnings even (APT again), that defy fundamental analysis and you all need to…
No doubt a lot of you, scarred by the GFC, or by this the 2020 pandemic-inspired drop in the market, are constantly worried about a significant market correction. It’s no fun investing in “fear” and if that’s you then let me first of all scare you, and then present an adoptable mindset that might rid…
Chris takes a look at ProMedicus (ASX: PME), which is up 10% on the back of an announcement this morning. Watch the video below to find out more
MOBY DICK Fair to say its not an easy book to read. In my youth, I tackled some of the classics, mainly because I had to, I did English Literature at school back in 1980 and Melville’s classic was always one that proved just too hard to get into. I have watched the film and…
KEY THEMES FOR 2021 The highest probability prediction is that the themes that are trending at the moment will continue to trend. There is no point us heading off down some lonely contrarian road just because it’s 2021. Believe what is happening now, invest in that and the odds are that you will be more…
Marcus spoke to Patrick Poke from Livewire Articles for a two part Q& A with some great insights. Prepare for a quiet bull market In the first Q&A, Marcus contrasts his experience of broking with that of managing funds, shares some of the key themes to watch in 2021, and explains how he’s positioning portfolios…
IVE Group (ASX: IGL) – Scanning through the ALL ORDS spreadsheet for the top performers over the last month, IVE group stood out as one that has flown under the radar. Up an impressive 380% since its March low. Solid fundamentals and a recently simplified business structure. It is essentially a marketing company. The tagline from the website adds a bit more gloss and flavour but that is the long and short of it. Catalogue production/letterbox…
