This week marks a significant milestone in my life as I celebrate 35 years in the financial markets. It all began in January 1990 when I embarked on my journey as a junior at KJ Polkinghorne in Sydney. Under the guidance of some of the best in the business, I quickly...
Market Moves: November
Key Drivers 1. Global and Domestic Economic Influences: Expectations of slower interest rate cuts by central banks as economies continue to perform well has supported global sentiment and boosted growth-oriented sectors like technology and consumer discretionary 2....
Market Moves: October
We review October's market moves and its key drivers. With the XJO representing the top 200 ASX-listed stocks and forming the basis for many passive ETFs, we delve into the movements within this index. Additionally, as the XJO is the most actively traded options...
Are You Over-diversified? How It Could Hurt Your Portfolio Plus A Real-Life Example!
Diversification is a key investing principle, aimed at reducing your risk by spreading your investments across different assets, industry sectors, or markets. The key objective of diversification is that if one investment underperforms, other investments can help to...
Risk Management Strategies for Australian Investors
When investing in the Australian stock market, effective risk management is essential. Your risk management strategy should align with your "risk tolerance," which is your capacity to handle uncertainty and market fluctuations. Typically, there's a direct relationship...
Investor Mindset: Think Like the Financial Giants
Investing can be a complex and daunting journey, but learning from the best can simplify the process. Five of the most influential investors of our time—Stanley Druckenmiller, Warren Buffett, Charlie Munger, Bill Ackman, and Jim Simons—have shared invaluable lessons...
Investing Pitfalls to Avoid: Wisdom from Our Trading Desk
When investing, learning from other people's mistakes can be far cheaper than learning from your own, so we’ve tapped our advisers to see what common pitfalls they’ve seen over their investing journey. The Echo Chamber of Unfounded Advice Dylan Stoner: Listening to...
What are Franking Credits? Simple Explanation
If you’re interested in dividends shares, or you’ve followed the 2019 election, chances are you’ve heard of the word “franking credits”. It’s one of the things that Australian investors love the most about the stock market. But do you know what franking credits...
Options Trading Explained: Strategies, Examples, and Tips
Options trading has gained a lot of attention in recent years, providing investors with an array of strategic investment possibilities. But what are options and how do they work? Let's explore the essentials of listed options and some commonly used strategies. Option...
What are dividends and how do dividends work?
Picture holding shares in Australian companies like BHP, Commonwealth Bank, Wesfarmers, or Woolworths. As a shareholder, you have the right to receive a share of the company's profits in the form of regular payments, commonly known as dividends. Companies distribute...