Tax Loss Selling
We are approaching June, and it’s a good time to start talking about tax loss selling in stocks. It works like this.
Read more
Education Corner – The Ten Commandments
Ten Commandments for any new investor. A distillation of forty years of handling private clients: Don't be a Moron – A lot of you are invested in the Moron Portfolio (BHP, RIO, NAB, CBA, ANZ, WBC, TLS, WES, WOW, MQG, WDS….spotted yourself yet?). The Moron Portfolio is so 1980's. It is out of date. These…
Embracing Risk This May
Sell in May and go away? Henry Jennings argues the case for embracing risk and how to control, quantify and embrace it.
On the Couch with Colin Moorhead: Xanadu Mines – Copper Explorer in Mongolia
In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM).
Education Corner – Nothing Wrong With BIG Super Funds
For most Australians, picking individual stocks and maintaining stock market vigilance is a passionate hobby. As Marcus Today Members that probably includes you. But what if you don't have the time? What if you just want to look after money, not make money? What if you need something more passive? What if you don't want…
Education Corner – Money is Only Half the Equation
We saw Archie off to the Australian Army yesterday. This morning he woke up at "5 something", if he slept at all, to a buzz cut, in a section dormitory with four other boys, who are also wondering what they have done and are doubtless coming to terms with being a "number" for the next…
Education Corner – TAX Loss Selling
We are approaching June and it’s a good time to start talking about tax loss selling in stocks, something that we should all think about in May rather than June. It works like this. Assuming you pay Capital Gains Tax, many of you don't, on June 30th the tax man will freeze your portfolio, add…
Education Corner – 10 Investment Rules
I have been writing the Marcus Today newsletter for over twenty years and read something called "Farrell's Rules" over thirty years ago. There is an article about "Farrell's Ten Rules" below which you might find interesting, but as I read them, I realise they are a bit old, and I'm sure we can do better.…
Education Corner – Market Corrections – Wisdom from Experience
At the end of the day, corrections are great for investors. Corrections create the market’s most fabulous opportunities and you should look forward to the next great correction, not fear it.
