Marcus Today SMA | December 2020 Update

  SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) Source: Praemium The Marcus Today Growth SMA fell 2.58% in December, underperforming the 1.32% rise in the benchmark S&P/ASX 300 Accumulation index by 3.9%. The Growth SMA has risen 12.49% over the past 12 months – outperforming the 1.73% rise in the benchmark index by 10.76% for…

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Marcus Today SMA | November 2020 Update

  SMA PERFORMANCE MARCUS TODAY GROWTH SMA (MT0001) The Marcus Today Growth SMA rose 11.00% in November, marking our best monthly rise ever and outperforming the 10.23% rise in the benchmark S&P/ASX 300 Accumulation index by 0.77%. The Growth SMA has risen 12.82% over the past 12 months – outperforming the 1.62% fall in the…

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Sector Charts

ASX 200 – Consolidated into a bit of a sideways range after the November rally. Bit of a quiet patch over the holidays but things are sure to get interesting again as we approach confession season and then roll into results season. S&P 500 index – Continued to grind higher over the break. Comments of…

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The white whale of the asx

The White Whale of the ASX

MOBY DICK Fair to say its not an easy book to read. In my youth, I tackled some of the classics, mainly because I had to, I did English Literature at school back in 1980 and Melville’s classic was always one that proved just too hard to get into. I have watched the film and…

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Key themes for 2021

Key themes and risks for 2021

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…

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