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…
Results reactions as of Saturday 13th February 2021 This table shows the performance of stocks since recent results announcements or guidance – stocks are listed in market cap order biggest to smallest: This is some of the research post results this week. Macquarie results – Guidance was typically conservative but the fourth-quarter performance from the…
The chart below shows the very close correlation between the iron ore price and the ASX 200 (ASX: XJO) resources sector. (Charts dated 11th February 2021) When you look at this chart you begin to realise that it really doesn’t matter what the broker analysts say, what the earnings forecasts are, what the return on…
From The Broking Desk How To Lose $5000 Instantly On the broking desk some years ago, it must have been a slow day, one of my colleagues asked the question, “What’s the best way to lose $5,000 in the stock market?” You might be interested in the many replies. Here are some of the more…
You may have seen this story overnight. A stock called Gamestop (NASDAQ: GME) listed in the US was up 92% yesterday to $147 and is up to $236 in after-hours trade. They are calling it “Won’t Stop” on the online forums. This is the explanation from one of the Newswires in the US – “A…
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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…
