I was asked last week about getting exposure to space. Not an easy one to be exposed to and maybe there are better markets and companies out there but there are three on the ASX that sprang to mind. First up is the one that everyone got excited about Electro Optic Systems (ASX: EOS) In the…
It is a great time to catch up with Fund manager Julia Lee from Burman Invest. We take a deep dive into some of the companies Julia was watching over results season and how they reported and look at what’s ahead for those companies and the market in 2021. Julia Lee is a familiar face…
In 1623. A single tulip bulb sold for a thousand Dutch florins, seven times the average annual wage. The average tulip trader made sixty thousand florins a month. 400 times the annual wage. 40 bulbs sold for 100,000 florins. You could have bought 3,333 pigs for the same price. People were selling possessions to speculate…
Jumbo Interactive (JIN) had an impressive run in 2019 with most of the country under the impression they were going to win the lottery. The stock was up 285% in 206 days. It fell 75% into March last year and has since tracked modestly higher in a narrow range into results. Underlying profit was flat…
DIVIDEND STRIPPING A Guide to getting the most out of Dividends – Every six months the results season comes around. Every February and every August and results time is the time to start maximising those relatively huge Australian dividend pay outs. On current forecasts over a third of the top 200 stocks yield more than 6.0%…
Most fund managers have an Investment Philosophy. For some it is little more than a marketing blurb on their website, for others it is their core. An “Investment Philosophy” for professional fiund managers is required for compliance purposes (compliance with compliance) but it goes beyond that. An Investment Philosophy, whilst it can be updated and…
In this week’s On the Couch, we chat to Kanish Chugh from ETF Securities. We have talked to ETF Securities in the past, but in this podcast we talk about how the pricing of ETFs work and the best times for liquidity in more esoteric ETFs. ETF Securities have some interesting new products and we…
Embarrassingly our ETF portfolio has been outperforming our other portfolios (written on 17th February 2021). It is a revelation that this low-cost, low activity, low stress, low administration, relaxed portfolio, exposed to compounding returns in the Australian market as well as the HACK, FANG, FUEL and S&P 500, is outperforming our Australian stock picking…
You might have seen this. Its a White Paper presentation from Cathie Wood at US Fund Manager Ark Invest (they run a few ETFs listed in the US). Ark Innovation ETF (NYSE:ARKK) Ark Next Generation Internet ETF (NYSE:ARKW) Ark Genomic Revolution ETF (BATS:ARKG) Ark Autonomous Technology & Robotics ETF (BATS:ARKQ). The Click Bait headline has…
