Full service broker

ASX Education: Full Service Brokers

When I started broking in 1982 there were no personal computers let alone email or online broking. Everyone used full service broking because they had to. Now you don’t have to but the industry still exists and if you talk to most people about full service brokers they will immediately launch into the terrible experiences…

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The importance of having a strong Self managed super fund (SMSF)

ASX Education: Do I need an SMSF?

Thanks to compulsory superannuation most people are invested in managed funds. You didn’t really make a choice to invest in managed funds but courtesy of the cozy relationship between employers and fund managers almost all of you tick that little box that says “put my super in your default fund” when you are employed. The…

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Your guide to surviving the results season

Marcus Today: Your Results Season Guide

NINE SECTORS THAT SHOULD HAVE GOOD RESULTS NEXT MONTH (AND FIVE THAT SHOULDN’T) We had a question on the Marcus Today stock discussion group on Facebook asking whether there was anything on the horizon that could upset the recent recovery in Orora (ORA). The most likely thing to upset any stock at the moment is…

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The story of Ithaca

Stock Market Secrets: Ithaca

I wrote this article a few years ago and I reproduce it for my 50th Birthday.  Ithaca is the island in Greece that Odysseus had so much trouble returning to in Homer’s Odyssey. On his way he survives run ins with the Cicones, Polyphemus (Cyclops to you), Circe, the Sirens, Scylla, the winds of Aeolus,…

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risk_reward

Risk and Reward

There is a natural assumption in almost every aspect of life that, from playing a cricket shot to investing in the stockmarket, there is a trade off between risk and reward. But when it comes to investing, one of the most common mistakes is to look at returns, at forecasts, at earnings growth and dividends,…

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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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Catholic or Private School

This was written in 2014…. A friend is trying to decide whether to send their child to the local Catholic School or the local Private School. They have a choice and have asked me to do a few numbers. Here’s the benefit of having the Lord by your side: If you assume that all other…

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