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Most fund managers have an Investment Philosophy. For some it is little more than a marketing blurb on their website, for others it is their core. An “Investment Philosophy” for professional fiund managers is required for compliance purposes (compliance with compliance) but it goes beyond that. An Investment Philosophy, whilst it can be updated and…
In this week’s On the Couch, we chat to Kanish Chugh from ETF Securities. We have talked to ETF Securities in the past, but in this podcast we talk about how the pricing of ETFs work and the best times for liquidity in more esoteric ETFs. ETF Securities have some interesting new products and we…
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…
On the Couch this week features Dr Phil Hodgson CEO of Calix (CXL). Calix is a company looking to create a new Kiln process that makes cement manufacturers far more environmentally friendly cutting CO2 emissions drastically. And its not just cement but a swathe of other applications, including advanced battery materials. As the company says,…
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…
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The Commonwealth Bank (ASX: CBA) results from today are OK but not dazzling. The 67% payout ratio (150c interim dividend up from 98c) is below the 91% pre-pandemic payout ratio and below the company’s stated 70-80% full-year target range. Revenue is down 1% in the first half with net profit down 21% and cash profit…
When it comes to the stock market, there are lies, double meanings, and misleading jargon everywhere, this is why I compiled the Marcus Today Dictionary to help you break through all of the common stock market lies. DOUBLE MEANINGS There are a lot of things in the share market that say one thing but mean…
On the Couch this week features Michael Bacina, a partner at lawyers Piper Alderman talking all things Bitcoin and Blockchain. Michael advises companies dealing with Digital Law: the intersection of cutting edge technology, automation and innovation. He is an expert on digital currencies and digital assets, blockchain projects, smart contract issues as well as FinTech…
