I have taken the All Ords index, ignored the official sectors and re-allocated all stocks to new ‘Marcus Today’ sectors – putting them in groups that more usefully represent the sector ‘themes’ we talk about in the newsletter
HAIR ON FIRE IN THE US – HOW TO PLAY THE RECOVERY TRADE The hopes…
AN INTERESTING THOUGHT Into the Relapse Zone – We are coming into the “Relapse Zone”,…
I was on the ABC this morning – has delayed me a little bit this…
The Marcus Today Model Portfolios – Growth and Income – are the core of what we…
The toughest part of analysing a company is sourcing the data. Essentially you have two…
Mirvac Group (MGR) is engaged in real estate investment, development, third-party capital management and property…
When a market goes up, almost every investment approach will work, and people like me…
Westpac had its results on Monday. Whenever a big company has results every significant fund…
I have an article in The Age Money section. It’s one to send to your…