DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.

dog

No harsh comments about the dog in the picture as he is a close friend of mine.

June 30 is often a time of reflection for investors and I thought I would sit down and do a quick self-review of the financial year gone by. As promised I went through and just noted the stocks that I have mentioned on the blog previously where I still hold, and picked out the ones that have looked shaky of late as at June 30. Continue reading “DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.”

HOW TO RESPOND TO THE POPULARITY OF PASSIVE INVESTING?

 

There has been quite a bit of shift in what is driving performance on the ASX since the 3rd quarter of 2016. At that time, I was surprised to note the extent of the outperformance of small caps compared to large caps for the previous year. Continue reading “HOW TO RESPOND TO THE POPULARITY OF PASSIVE INVESTING?”

WIDE RANGE OF RECENT SHARE PRICE PERFORMANCE IN THE WILSON STABLE

I have commented on the CYA situation numerous times on the blog. One of the reasons I started blogging is I find it a useful discipline to force me to go back and look at my notes when I entered a stock. I first purchased CYA in September last year thinking that over the next year or two it was highly likely Wilson would gain control. Continue reading “WIDE RANGE OF RECENT SHARE PRICE PERFORMANCE IN THE WILSON STABLE”

INDIVIDUAL STOCK UPDATES

Stocks I will comment on below include KAR, VNL:LN, ILU, MAH, NAM, AIQ , TTS, AIK (code changed to COG ), SSM, UOS. Continue reading “INDIVIDUAL STOCK UPDATES”

AM I TOO PESSIMISTIC AND UNDER INVESTED?

This year I have felt my blog has been a bit more down beat with my recent post warning of overheated asset classes, and generally I have probably written more about the selling I have done rather than any new buy ideas. Hopefully today’s blog post is a bit more upbeat as I go out and mention two new current holds and later clarify about why avoiding some markets at times in favour of cash is not necessarily being a permabear. Continue reading “AM I TOO PESSIMISTIC AND UNDER INVESTED?”

WHICH WILSON LIC STANDS OUT?

Previously I couldn’t see much difference between CYA and WAM (apart from WAM costing 30% more!) although today’s announcement has clarified things to some extent.

Continue reading “WHICH WILSON LIC STANDS OUT?”

YEAR 9 STUDENT AND PART TIME MCDONALD’S EMPLOYEE GOES FROM 0 TO 13 INVESTMENT PROPERTIES DURING THE SUMMER HOLIDAYS – HERE ARE HIS 5 TIPS FOR BECOMING A PROPERTY TYCOON

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  1. LEVERAGE 2. LEVERAGE 3. LEVERAGE 4. LEVERAGE 5. HOPE

 

My ramble on the property market, the banks, APRA, index investing, market timing and diversification.

Ok so you probably gathered I am experimenting with a bit of click bait.

Continue reading “YEAR 9 STUDENT AND PART TIME MCDONALD’S EMPLOYEE GOES FROM 0 TO 13 INVESTMENT PROPERTIES DURING THE SUMMER HOLIDAYS – HERE ARE HIS 5 TIPS FOR BECOMING A PROPERTY TYCOON”