SMSF Investor

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MARCUS’ STRATEGY

To assist in managing an equity portfolio, read Marcus’ Strategy in the midday newsletter update or listen to his Daily Strategy Podcast

This is where Marcus shares his thoughts about the current state of the market, the threats, and opportunities, and how the team is managing the Marcus Today Growth and Income Portfolios in the newsletter.

Marcus also includes and educational element to his section, explaining jargon, indicators, fundamentals, charts, other resources.

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MODEL PORTFOLIOS

To understand how to put together a portfolio of stocks, follow our Marcus Today Model Portfolios – Growth & Income.

The model portfolios are the core of what we do. They are where all our analysis (both fundamental and technical), reading, discussions, debate and decision-making are crystallised into actionable outcomes. Along with Marcus’ Strategy, they are how we pass messages about the market. They are where the rubber meets the road.

Be sure to read Marcus’ Strategy and the midday newsletter updates for all the portfolio commentary and changes.  Click here to read how the model portfolios work and for FAQ’s.

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HENRY’S TAKE

If you are looking to add a bit more excitement to your portfolio, login and read Henry’s Take in the midday newsletter update or listen to his On the Couch Podcast each Saturday, where he speaks with some of the big names in the industry.

Henry’s Take is where Henry Jennings gives his take on the action. This section looks at Small Caps and Mid-Caps together with tech, biotechs, strategy pieces’ and education. The recommendations are generally more speculative and may not appeal to everyone.

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MT FACEBOOK STOCK DISCUSSION GROUP

Connect and safely discuss stocks within a community of like-minded investors that are willing to share and help each other. MT analysts, Henry Jennings and Chris Conway interact with members and answer their questions about the market – there are no silly questions.

Henry also runs a live Ask the Analyst Session every Friday at 5pm in the Facebook group where members can ask anything they like. The answers are provided in real-time, so it is always fast, furious and fun.

JOIN NOW

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EDUCATION

Managing your own Self-Managed Super Fund can be daunting without the proper financial education.

Our education program is ideal in helping you familiarise and up-skill your financial knowledge.

Enhance your learning through our range of e-books, online courses (coming soon) and live events (resuming in 2021).

REGISTER YOUR INTEREST HERE

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MT SEPARATELY MANAGED ACCOUNTS (SMAs)

Tired of managing your own SMSF? Let us do the work for you.

To make life simple Marcus Today have established Separately Managed Accounts (SMAs) which allow Members to invest with us. Take the hassle out of managing your finances, whilst retaining all the benefits of a professionally managed fund.

Consider our growth or income SMAs and Marcus can invest for you.

LEARN MORE…

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Penniless at 100 is the new black

Penniless at 100 is the New Black

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ARTICLES

We understand the challenges facing SMSF managers and Marcus regularly writes articles to address these matters.

Two of our most popular SMSF-related articles are featured here for your perusal.

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The Roman Room at the Ritz

The Roman Room at the Ritz

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Financial Services Guide | Disclaimers

Marcus Today Pty Ltd ABN 57 110 971 689 is a Corporate Authorised Representative (no. 310093) of AdviceNet Pty Ltd ABN 35 122 720 512 (AFSL 308200).

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For more information please see our Financial Services Guide.
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