Posts Tagged ‘Investment strategy’

Saturday, October 11th, 2008

What is market capitulation?

You may have started to hear or may shortly hear the term ‘market capitulation’ after the end of this week’s share market falls around the world. But what is ‘market capitulation’? (more…)

Thursday, September 18th, 2008

Investment market update

It has been an eventful week in financial markets this week, with the US investment bank, Lehman Brothers forced to file for bankruptcy, Merrill Lynch agreed to being bought by the Bank of America to get them out of trouble and now the US Government stepping in with financial assistance to prevent AIG falling over.  Many in the media are already calling the start of this week ‘Black Monday’, combined with another large fall overnight in US markets.

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Wednesday, August 27th, 2008

What is ‘value’ at the moment?

Given the recent falls in the Australian sharemarket - particularly banking stocks - we thought it would be interesting to review the top 10 holdings of the Australian large companies and value companies in your portfolio. As at 30 June 2008, the holdings in your Australian large company and value company portfolios were: (more…)

Wednesday, August 27th, 2008

Reviewing your investment portfolios

Given the recent market volatility, we thought we would take the opportunity to remind clients what we do behind the scenes in managing their investment portfolios, and ensuring that each portfolio remains suitable during market periods such as these. (more…)

Wednesday, August 27th, 2008

Putting bulls and bears into perspective

Anyone who watches the financial report on the nightly news will be aware of media discussion about this being a new ‘bear’ market. (more…)

Wednesday, August 1st, 2007

Learning to let go: the investing approach for hoarders

Have you ever known a compulsive hoarder? They’re people who collect stuff that they can’t bring themselves to sell, even if they have no further use for it.

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Thursday, February 1st, 2007

Beware of the “Sneak Peak” (of market timing…)

If you’re stumbling around in the dark trying to figure out which countries’ markets will perform best in 2007, rest easy. I have seen the light.

Guiding me to the answers was an emailed invitation from the editor of Forbes magazine to join other “serious investors” and take a “sneak peak into 2007″.

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