Podcasts about xjo

Hva skjer når de 2 eldste brødrene kommer i snakk? Og spesielt når det viser seg at de begge er Microsoft Certified Professional på Exchange 5.xJo, episoden som omhandler exit strategier blir rimelig fokusert på Exchange hybrid løsningen. Men Pål og Olav koserseg de, håper dere gjør det også. Hosted on Acast. See acast.com/privacy for more information.

ASX 200 slips 16 points to 7408 (0.2%). Narrow trading range with results dominating. Banks eased back ahead of CBA numbers later this week, the Big Bank Basket fell to $190.08 (0.6%). Insurers doing well, IAG jumped 4.5% on results. QBE up 1.3% and SUN up 1.5%. Fund managers under pressure and MQG slipping 0.6%. Industrials mixed with REA down 1.6% on broker downgrades, CAR 0.6% better on results, SEK off 1.5% and tech mixed, WTC up 0.6% and XJO down 1.4%. The All-Tech Index falling 0.9%. Defensives holding the line, WOW up 0.1% and TLS better by 0.7%. REITs rebounding with VCX up 1.0% and GPT up 0.7%. Healthcare down, RMD off 2.1% and RHC off 1.8% with CSL flat. Resources weaker but no huge moves, BHP down 0.3% and RIO off 0.2%. Energy stocks all better, WDS up 2.1% and STO rallying 1.7% with coal stocks also in demand as China gears up to take Australian coal again. WHC up 2.5% and YAL up 3.9%. In results, a big start to the week but losses seem to be the main reaction. SGR fell hard, 21.0% on more write offs on compliance, AZJ dropped 6.5% with LLC down too on results. JBH reported too following its sales update and warned of tougher times ahead, LYC answered questions on Malaysian regulatory risks. APX also fell hard on its own write-offs, down 15.4%. VIT had a good day charging 15.2% ahead on a presentation. EDV toasted better numbers rising 4.1% with AD8 also doing well up 10.0% on record revenue numbers. Nothing significant on the economic front but 10-year yields pushing higher again. Asian markets mixed, Mixed with Japan down 0.5%, HK down 0.5% and China up 0.6%. Dow futures down 105 points and NASDAQ futures down 57 points.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Our local market gained just 0.3% today. While the ASX200 was trading quite flat today, Qantas shares were outperforming the XJO, as well as other travel stocks, amid news that Qantas Frequent Flyer has launched thousands of points planes to coastal cities over the summer. More than 3,000 flights will be turned into what's referred to as “points planes” where every seat can be booked under a classic flight reward. Late last week, brokers retained their Buy recommendations on QAN. UBS and Ord Minnett retained a Buy, Credit Suisse and Macquarie both Outperform and Morgan Stanley Overweight.A boost in iron ore futures prices saw mining stocks advance today. The materials sector performed best, gaining 1.7%, followed by healthcare and technology, while real estate declined the most.The best performing stocks on the ASX200 today were Fisher and Paykel (ASX:FPH), Nanosonics (ASX:NAN) and Rio Tinto (ASX:RIO), while the worst performers were Collins Foods (ASX:CKF), ASX (ASX:ASX) and Virgin Money UK (ASX:VUK).The most traded stocks by Bell Direct clients today were Core Lithium (ASX:CXO), APA Group (ASX:APA), BHP Group (ASX:BHP) and Commonwealth Bank (ASX:CBA).The Australian dollar is buying US$0.67, 92.85 Japanese Yen, 55.85 British Pence and NZ$1.08.

The Aussie sharemarket shrugged off a strong lead from Wall Street overnight to trade weaker today. The ASX 200 (XJO) fell 31 points or 0.4% to close at 7,295. The market was held back by losses in the Healthcare, Materials, Energy, Industrials, Telco and Utilities sectors. Overnight, the US Federal Reserve left its target range for the federal funds rate unchanged at 0-0.25%. However Fed officials see as many as three interest rate hikes in 2022. The Central Bank said it will reduce or ‘taper' its asset purchases, buying US$60bn per month of bonds in January, down from December's rate of US$90bn. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. 

The Aussie sharemarket has finished the session almost unchanged, clawing back some earlier losses. The ASX 200 (XJO) lost just 1 point to close at 7,378 – having been down about 0.4% in early trade. The Energy, Consumer Discretionary & IT sectors lost ground, while the Consumer Staples sector was the worst performer, falling 4% as investors sold off Woollies shares following its trading update. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. 

Australian shares closed flat yesterday. The real estate sector led the gains, while consumer staples declined 4%.Medical device company, Polynovo (ASX:PNV), jumped 15%, from $1.36 to $1.57 yesterday, after a positive business update, advising that its US segment had experienced a strong start to the second quarter. Charter Hall (ASX:CHC) gained over 5%, extending its gains from the previous session. Meanwhile, Mesoblast (ASX:MSB) fell 17%, off the back of news that biotech company Novartis choose to terminate an agreement with the business. Woolworths Group (ASX:WOW) also fell after the supermarket warned that its profit growth is slowing. And Afterpay (ASX:APT) fell 4.1% to $90.83, even after its shareholders approved its acquisition by Block, formerly Square. And this deal is now awaiting approval from the Spanish Central Bank.The best performer in the All Ords was Virtus Health (ASX:VRT) which jumped an impressive 35%. VRT is a fertility, diagnostic and day hospital, and they announced that they received a takeover bid from private equity group BGH Capital. Pointterra (ASX:3DP), gained 17.4% after announcing three new US contracts.In New York, US investors traded cautiously amid the final US Federal Reserve policy meeting of the year. Large tech stocks also moved lower and new inflation data continued to show a sharp rise in prices. The Fed began its two-day meeting on Tuesday and today the Central Bank will release a statement with quarterly projections for the economy, inflation, and interest rates. The Dow Jones is down 0.3%, the S&P500 is down 0.75% and the Nasdaq is down 1.14%.The Aussie share market is set to open lower this morning, with the SPI futures suggesting a 0.4% fall.What to watch today:Consumer confidence figures will be released this morning for December.Oil is trading 1.5% lower, around US$70 a barrel, after the International Energy Agency declared the Omicron COVID-19 variant could dent the global demand recovery.The gold price dropped to around US$1,770 an ounce, the lowest level since the 2nd December, as investors await major central bank policy meetings, while the dollar strengthened and bond yields traded higher.The seaborne iron ore price is lower, at US$107 a tonne.Westpac (ASX:WBC) is set to hold its AGM today.Grange Resources (ASX:GRR) is set to go ex-dividend today.Trading ideas:Bell Potter maintain their BUY rating on Nufarm (ASX:NUF), at a $5.40 price target. NUF last closed at $4.71, implying 14.6% share price growth in a year. NUF is also a UBS, Morgans and Citi BUY.Trading Central have identified a bullish signal in Panoramic Resources (ASX:PAN), which indicates that the stock price may rise from the close of $0.25 to the range of $0.28 to $0.29, within 35 days. 

The Aussie sharemarket has finished a choppy session in the red – breaking a four-session winning streak. The market kicked off in negative territory, before a rebound in the financial sector helped the ASX 200 (XJO) climb higher. However, a late selloff saw the index close down 20 points or 0.3% to 7,384. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report.   

The Australian sharemarket has rallied to close near the day's highs, following a rebound on US markets  overnight. The ASX 200 (XJO) jumped 68 points or 0.95% to 7,313 – recording its best one-day gain in nine weeks. Almost all sectors gained ground, with the exception of the Utilities sector. The Reserve Bank of Australia met today for the final time this year, leaving the cash rate on hold as expected at 0.1%. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report.   

The Aussie share market started the trading week to yet another choppy and directionless trading session, in which gold miners and supermarkets gained ground, while tech stocks slumped. Embattled property giant, Evergrande fell as much as 15% to an eleven-year low, after it said that there was no guarantee that it would have enough cash to meet its next debt repayments. The utilities sector advanced the most, up 2%. Meanwhile, the information technology sector was hit the hardest, down 2.2%, following some major losses on the tech-heavy Nasdaq last Friday. Metcash (ASX:MTS) was the top stock of the day, up 7.3%, after the company released strong first half results, as more Aussies shopped local during lockdown. The company also announced its plans to inject $4 million into digital technology to accelerate online shopping across its food, grocery, hardware, and liquor brands. There were also six gold miners that made the stock leaderboard, including Silver Lake Resources (ASX: SLR) and Gold Road Resources (ASX:GOR). On the flipside, BNPL stocks came under pressure, including Zip (ASX:Z1P), Afterpay (ASX:APT) and Sezzle (ASX:SZL), which were down 10.1%, 4.3% and 16% respectively. Kogan.com (ASX:KGN), Nearmap (ASX:NEA) and Redbubble (ASX:RBL) were also amongst the worst performers, with this trio of technology stocks to be removed from the XJO later this month.  In the US, all three benchmarks advanced, as investors shook off fears around the threat of the Omicron variant. The Dow closed nearly 650 points higher, the S&P500 up over 1% and the Nasdaq up 0.9%. Shares linked to the economy recovery gained, while investors continued to sell tech stocks with relatively high valuations.  What to watch today:Following a positive session over on Wall Street, the futures are suggesting the Aussie share market will lift 0.3% at the open.The RBA meets for the final time this year to discuss the cash rate. While it's expected to remain at 0.10%, the RBA could provide an update on when its first hike will occur.It's worth keeping an eye on Magellan Financial Group (ASX:MFG) after the announcement its CEO Dr Brett Cairns had resigned for personal reasons.Oil prices rebounded 5% on hopes the Omicron variant would have a less damaging impact on the economy if symptoms proved to be mostly mild. The gold price fell 0.3% to US$1,778 an ounce, while the seaborne iron ore price traded 2.2% higher to about US$104 a tonne. Bank of Queensland (ASX:BOQ) are holding their AGM today. Trading Ideas:Bell Potter have a SPECULATIVE BUY rating on biotechnology company, Kazia Therapeutics (ASX:KZA) with a valuation of $2.40. Kazia recently reported the headline data from its phase II clinical trial. The highlights included that median progression free survival and median overall survival was extended by three months. The next catalyst for the stock will be the first readouts from investigator led studies currently underway in the US. At its current share price of $1.20, this implies 100% share price growth in a year. Trading Central has detected a bullish charting signal in BWP Trust (ASX:BWP). This signal indicates that the stock price may rise from the close of $4.21 to the range of $4.30-$4.32 in the next 18 days, according to standard principles of technical analysis. 

The local bourse has clawed back some early losses to finish slightly weaker. The market was trading lower by as much as 0.9% early in the session, following a selloff on Wall Street on the back of news Omicron had been detected in California. The ASX 200 (XJO) finished down 10 points or 0.2% to 7,225. The market was buoyed by a turnaround in the financial sector, which climbed 0.6%, as well as gains in the Utilities, Industrials and Consumer Discretionary sectors. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. 

A late selloff has seen the Australian sharemarket finish only a touch higher, having been up about 1.2% earlier in the session. The ASX 200 (XJO) closed up 16 points or 0.2% to 7,256. Over the month, the index slipped 0.9% - recording a third straight monthly decline. The market was weighed down in the final minutes by declines in the Utilities, Consumer Discretionary, and Healthcare sectors. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. 

The Australian sharemarket has recovered yesterday's losses, buoyed by a rally in the Materials and Energy sectors as well as gains in the Financial, Utilities and Consumer Staples sectors. The ASX 200 (XJO) closed near the day's highs, up 57 points or 0.8% to 7,410. A jump in iron ore futures fuelled a surge in mining stocks today. Prices for the steel making commodity have soared about 16% in just a few days, amid expectations China could provide more support for its troubled property sector. The country's central bank has also hinted at possible easing measures to boost the country's economic recovery. Fortescue Metals (FMG) was the best performer on the ASX 200, jumping 9.8% to $17.35. BHP Group (BHP) rose 4% to $38.05, while Rio Tinto (RIO) gained 3.6% to $95.13. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. 

The Australian sharemarket has managed to claw back early losses to finish in the black. The ASX 200 (XJO) rose 9 points or 0.13% to 7,379 helped by improvements in the Telco, Healthcare, Materials, IT, Industrials, Property Trusts & Consumer Staples sectors. While losses in the Energy, Financials and Consumer Discretionary sectors held the market back. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. 

The Australian sharemarket has finished in the red, snapping a two day winning streak. The local bourse opened weaker following a lacklustre lead from Wall Street, and the selling continued in afternoon trade. The ASX 200 (XJO) ended the session down 49 points or 0.7% to 7,420. Losses were widespread, with only the IT sector finishing firmer by 0.2%. RBA Governor Philip Lowe delivered a speech today titled Recent Trends in Inflation, during which he again disagreed with financial market pricing on the likelihood of rate hike in 2022. “The economy and inflation would have to turn out very differently from our central scenario for the Board to consider an increase in interest rates next year,” he said. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. 

The ASX 200 (XJO) closed up 61.1 points or 0.83% to 7443. However, over the week, the index narrowly missed out on gaining ground, ending with a loss of 0.19%. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report. 

The Australian sharemarket has finished a choppy session in negative territory. Losses in the Financial, Energy, Utilities, Telco, Consumer Staples and Industrials sectors outweighed gains in the Materials, IT, and Healthcare sectors. The ASX 200 (XJO) ended down 18 points or 0.2% to 7,434. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (the Bank), and a market participant of ASX Limited and CHI-X Pty Limited, a clearing participant of ASX Clear Pty Limited and a settlement participant of ASX Settlement Pty Limited. Any advice contained in this report is general advice only and is not a recommendation to buy, sell or hold any securities, property, real estate or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. Before making any investment decision, you should consider your own investment needs and objectives and consider seeking financial advice. Past performance is not a reliable indicator of future performance. This report is produced by Commonwealth Securities Limited based on information available at the time of publishing.  We believe that the information in this report is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness.  To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report.   

Declining bond yields and ongoing dovish remarks from the Fed helped the local market close at its highest level since the pandemic began. The XJO closed up 0.25%. Gainers were led by IT, helping to reverse some of the weakness seen earlier in the week. Materials and energy were also strong performers boosted by ongoing strength in commodity markets. REITs were the biggest losers after being one of the biggest gainers yesterday, thanks to profit taking and a disappointing update from Unibail-Rodamco-Westfield. Our top three VODs today are:Who needs a thematic when these are such good buys!Andrew is STILL buying these three ETFsShining the spotlight on the automotive sector: why Steve is buying CarsalesWatch us live and free at ausbiz.com.au See acast.com/privacy for privacy and opt-out information.

The Australian sharemarket is clawing back some of yesterday’s losses, helped by a rally in the Energy sector and gains in the Financial, Materials and Healthcare sectors. The ASX 200 (XJO) is up 62 points or 0.9% to 6,840. This report is approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399, AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124, AFSL 234945 (the Bank). The Bank and its subsidiaries have effected or may effect transactions for their own account in any investments or related investments referred to in this report. This report is not a recommendation to buy, sell or hold any securities or financial products, and has been prepared without taking account of the objectives, financial or taxation situation or needs of any particular individual. For this reason, any individual should, before acting on the information in this report, consider the appropriateness of the information, having regard to the individual's objectives, financial or taxation situation and needs and, if necessary, seek appropriate professional advice. This report is produced by Commonwealth Research based on information available at the time of publishing. We believe that the information in this correspondence is correct and any opinions, conclusions or recommendations are reasonably held or made as at the time of its compilation, but no warranty is made as to accuracy, reliability or completeness. To the extent permitted by law, neither the Bank nor any of its subsidiaries accept liability to any person for loss or damage arising from the use of this report.

Markets fretted at the prospect of a Democrat controlled Congress today which ushers the way for higher taxes and increased regulation. The XJO index closed down 1.1%. Yield sensitive sectors were particularly hard hit, as were companies with high valuations i.e. tech and healthcare. Energy stocks were the exception to the rule following Saudi Arabia agreeing to cut oil production through March. Asian markets were down on reports of a further clampdown on civil disobedience in Hong Kong with authorities rounding up dissidents...The top three VODs are:Anthony Scaramucci: Bitcoin is "digital gold" that has "reached escape velocity"Fire under the oil price puts energy stocks in favourYou say Tesla, Core Lithium says share price boom See acast.com/privacy for privacy and opt-out information.

Listener Seb Armstrong sent me a question about exploring "...portfolio construction. Stocks, ETF’s, bonds, cash, property etc have all been discussed, but how should one balance these depending on their objectives?” Thanks Seb. I receive many questions from listeners about how to construct a balanced ETF portfolio so invited Graham Hand on from Firstlinks about a portfolio that mirrors the investments of Australia's sovereign wealth Future Fund.Big ups to listener Ric Fleischer - sorry you had to wait so long for this episode, I know you like to hear it on your Thursday evening walk to the pub.Graham has accrued 42 years' experience working in financial markets beginning with the Commonwealth Bank in 1976 where he headed New Issues before becoming General Manager, Capital Markets. From 1988, he was Deputy Treasurer at the State Bank of New South Wales, and from 1995, he was Managing Director, Treasury at NatWest Markets Australia.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Robert is the Managing Director of eToro a platform that aims to remove barriers and make online trading and investing more accessible to the everyday user. It’s also about zero fees and learning about investing by social trading. He was the first hire of the company in Australia back in 2017. Having rapidly grown since its inception they have over 50 employees in Australia. eToro is on the cutting edge of wealth management with over 13 million worldwide active users. Prior to joining eToro Robert accumulated over twenty years’ experience working in financial markets in areas as diverse as option markets and foreign exchange.We discussed:· Tips for investors starting out· Finding investments in everyday life· How to use the demo account· Protecting investors from themselves· Follow and copy Trading· The Editor’s Choice Investors/TradersLink to the blog post https://www.sharesforbeginners.com/blog/etoroLink to Guest website: https://www.etoro.com/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.The company and/or guest has contributed to the costs associated with producing this episode of Shares for Beginners. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Focus on the things that you can control - Jack Bogle. My guest today is Daniel Reyes is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard Investments. This interview is solid gold for anyone interested in ETFs. His explanations are calm and crystal clear. I know you'll enjoy listening. The interview was recorded for a US market but it will mostly make sense to sun-bronzed Aussies. Mutual Funds = Managed Funds, for example.Link to the blog post https://www.sharesforbeginners.com/blog/reyesLink to Vanguard: https://www.vanguardinvestments.com.au/au/portal/homepage.jspGot something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

"News flash-you are going to lose at times on the market…even the pros have 50% winning trade percentages".It was a pleasure to chat with Todd Shaffer, the Manager of Research for VectorVest We talked about the realities of trading and how he realized from a young age that the ‘tools were weighted to the professionals so he knew he couldn’t compete with them’. He explained the emotional decisions people make when it comes to investing and the mistake of focusing on making money rather than developing a methodology of investing. Todd explained VectorVest’s commitment to a systematic approach to investing that is based on their 3 pillars of Value/ Safety and Timing, which in Todd’s words; ‘starts putting the probabilities on our side of being successful’. He recommends organically expanding your risk as you improve over time and his 0.5% risk strategy. Todd views investing as an empirical intellectual exercise that requires study. VectorVest offers guidance to help investors plan their strategy.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

On the first day of spring, Andrew and I sat down for our first ever Shares for Beginners Facebook Live. It was enjoyable to answer questions live and meet some of you. For those who missed it, this is an edited highlight reel of the chat.Andrew has so much investing knowledge and loves to geek out on Annual Reports. He provides clear, simple investing tips that will help all of us. We also take a deep dive into two companies - Nanosonics (ASX:NAN) and Pointerra (ASX:3DP). Great practical examples that have been very rewarding for the Strawman community."HEADS I WIN, TAILS I DON'T LOSE TOO MUCH"Strawman is an on-line investing club that is dedicated to improving thinking about share research. Ideas are shared without ego, anger or pumping. It's about putting your thoughts down in writing to clarify and crystalize the thinking behind your investment thesis which can be shared and peer-reviewed on Strawman.Link to the full Facebook Live video: http://shorturl.at/aqD19Link to Strawman: https://strawman.com/homeLink to Andrew's checklist as discussed in this episode : https://strawman.com/blog/a-checklist-for-investors/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

How do you profit from crime without risking a lengthy prison sentence?Ilan IIsraelstam is the co-founder of ETF provider Betashares. He joined me to discuss ETFs and in particular the HACK cybersecurity ETF. We discussed his business history from DJ services through to global strategy. He's a very smart guy and a lovely guest. There's some great lessons here for the beginner investor and an overview of a thematic ETF linked to secular growth. Don't worry if that sounds complicated, we explain those terms in this episode.Link to the blog post https://www.sharesforbeginners.com/blog/hackLink to Guest website: https://www.betashares.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.The company and/or guest has contributed to the costs associated with producing this episode of Shares for Beginners. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Fred Schebesta is the co-founder & CEO of Finder and crypto brokerage firm Hive-X. He's a thought leader, promoter, joker and all-round dude. It was excellent to sit down with Fred for a wide-ranging discussion about: How the world has changedInvestment trendsFollowing the FounderTrading vs InvestingLesson learnt on the floor of the NYSECryptocurrenciesConsumer Data RightsAdvice for investors just starting outLink to the blog post https://www.sharesforbeginners.com/blog/fredLink to Guest website: https://www.finder.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Vic Jokovic was appointed as CEO to Chi-X Australia in January 2018. He previously spent 26 years at Deutsche Bank, most recently as co-head of global markets for Australia & NZ, before departing in April 2017. Prior to leading global markets, he held several key executive roles at Deutsche Bank including; head of debt & equity sales for the institutional client group, and head of cash equities & derivatives.I really enjoyed this chat with Vic who is a real down-to-earth guy who his happy to share his knowledge and expertise.Link to the blog post https://www.sharesforbeginners.com/blog/chi-xLink to Guest website: https://www.tracrs.com.au/https://www.chi-x.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.The company and/or guest has contributed to the costs associated with producing this episode of Shares for Beginners. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Chi-X is the holder of an Australian Markets Licence to operate a financial market in Australia. Any information is provided for informational purposes only – it is not intended to be financial product advice. Under no circumstances is it to be used as a basis for, or considered as an offer to, engage in any activity or purchase or sell any security, or as a solicitation or recommendation of the purchase, sale, or offer to purchase or sell any security. To the extent permitted by law Chi-X makes no representations or warranties and excludes all liability in relation to the information provided.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Emilie O’Neill is the ESG and Equities analyst of the eInvest Future Impact Small Caps Fund (Managed fund) (Code: IMPQ) , which is an Active ETF focusing on smaller companies that are making a positive contribution towards a sustainable future. Emilie takes us through the jargon around ethics, sustainability and ESG, and why smaller companies are best positioned to invest in this way. We discussed a day in the life of a professional investor in the small caps end of the equity market and are introduced to her fund, IMPQ.Link to the blog post https://www.sharesforbeginners.com/blog/emilieLink to Guest website: https://einvest.com.au/sharesforbeginners/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial.The company and/or guest has contributed to the costs associated with producing this episode of Shares for Beginners.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

How does a virologist become a fund manager? What can a scientist bring to investment markets? The biggest stock on the Australian market is in health care - CSL. This sector has hit the news recently for obvious reasons. It's an area that merits further study for those keen to learn about markets. We're all health care consumers in one way or another and the sector covers everything from health supplements to novel drug developments, devices, hospitals and the big pharma companies. Bianca joined me to talk about this sector and her 3-D view of the industry.Link to the blog post https://www.sharesforbeginners.com/blog/ogdenLink to Guest website: https://www.platinum.com.au/Our-Products/All-Products/Platinum-International-Health-Care-FundGot something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/ Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 4 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

ETFs have become a dominant force in the investment world. But what is an ETF and how were they developed. It was due to a pioneer named Jack Bogle who started Vanguard and created the first ETFs I'm joined by Daniel Reyes who is Head of Investments, and Head of Investment Strategy Group, Asia-Pacific at Vanguard. He's explaining the development of ETFs, actually meeting Jack Bogle over peanut butter and jelly sandwiches and more insights into how the stock market works.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 4 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.https://www.sharesight.com/stocksforbeginnersStocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Some people invest in managed funds, some work as a fundie. A few brave souls create their own fund from the ground up. In this episode we hear from Matt Joass as he shares his insights into the inner workings of the industry, fast-growing kiwi start-ups and traps to watch out for. Matt’s ideal investment is a small, fast-growing business, that is capital-light, with demand- and supply-side competitive advantages, high returns on incremental invested capital, little analyst coverage, deeply aligned management (typically founders), and that are top-dogs or first-movers in an emerging and important industry. Lastly, the company must be trading at a discount to Matt’s estimate of intrinsic value.Link to the blog post https://www.sharesforbeginners.com/blog/mavenLink to Maven Funds Management - https://www.mavenfunds.com.au/Got something to say? Join the discussion on Facebook - https://www.facebook.com/groups/sharesforbeginners/Before investing in any financial product you should read the Product Disclosure Statement and seek advice from investment and taxation professionals to determine if the product is appropriate for your needs.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 4 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

I've partnered with the Australian Shareholders' Association to create a new podcast - The Equity Investor Journey. Here's an episode that I think you will enjoy by way of introduction. The ASA is a fantastic organisation that lobbies for the interests of shareholders as well as providing a wealth of investing education.This episode features Steve Mabb, a successful businessman turned full-time investor and now an ASA company monitor. In this episode he talks about how he uses ASX-listed ETFs to gain exposure to companies that aren’t listed directly on the Australian Stock Exchange (ASX).Our stock market is currently dominated by miners and banks. Great companies for sure — but unlikely to exceed the pace of growth of some of the “new economy” companies listed overseas in the years and decades ahead. As an Australian investor who wants exposure to international technology and real diversification, Steve describes the ETFs that he has invested in to widen his international exposure.Here's a link to the blog post for this episode with some more insights into the ETFs that we discussed - https://www.sharesforbeginners.com/blog/equity and here's a link to The Equity Investor Journey Podcast - https://www.australianshareholders.com.au/podcastsSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 4 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you insights that can make you a more profitable investor. We cover a range of topics including:The history of Sharesight and how it worksHis previous career at Morningstar and an insight into analysisBenchmarking your portfolio against a broader market indexThe tax treatment of ETFS and those gnarly statementsReducing costsAnnualised performance and how this can help your investingSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 4 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Mark Tobin has been passionate about finding "undiscovered" microcap stocks ever since he began his career as an equity analyst in Sydney. He's been hooked on uncovering these hidden gems and following their story and evolution. In spite of his obvious non-Australian accent and calling from South Africa, Mark has his finger firmly on the pulse of the smallest end of the ASX. He was a pleasure to chat with and I hope to get him back on. I still have so many questions and we only had a limited time to chat.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Link to the blog post - https://www.sharesforbeginners.com/blog/coffeemicrocapLink to Coffee Microcaps - https://www.coffeemicrocaps.com/Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

I think a lot of people are becoming tired of the constant news about "The Virus" and the effects on the markets. That's why I needed a change of pace. A refresher, if you will. I wanted to go back to first principles and show an example of what the share market is really all about - the allocation of capital to fund innovations that may change the way we do things and make all our lives better.That's why I've been wanting to interview Andrew for a while. He's the Chief Technology Officer and founder of Hazer. Here's an example of a company developing a disruptive technology in the industrial sector. In an era of decarbonisation, Hazer is developing processes that can take carbon out of the system and store and transport renewable energy.The blog post - https://www.sharesforbeginners.com/blog/hazerHazer web-site - https://www.hazergroup.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Evan McQuire appeared in the second ever edition of Shares for Beginners. He's joined us again to talk about his views on the current market situation.Blog post for this episode: https://www.sharesforbeginners.com/blog/evanMF&Co, Evan's brokerage firm: https://mfam.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Recorded remotely on Tuesday March 31 at 1pm with Julian McCormack, an investment specialist at Platinum. Julian is a contrarian investor who has been saying for over a year that we were reaching the end of a cycle of calm in share markets. As he says, we can't predict what the catalyst will be for a downturn but there will be one eventually. And here we are.Platinum is an Australia-based investment manager that focuses on one asset class – providing portfolios of listed companies from around the world. Platinum seeks out companies whose true worth and prospects are yet to be fully recognised by the market.https://www.platinum.com.au/Episode blog at: https://www.sharesforbeginners.com/blog/platinumSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Another corona edition. During this period I’m concentrating on current events and trying to keep you updated with a range of views from a number of angles. My guest today is Steve Bull from ETF Watch and TOMORROW Super.Here's a link to the blog post https://www.sharesforbeginners.com/blog/etf-watchWe're talking about accessing super, buying opportunities, discounted LICs that may present opportunities and lessons learnt from the GFC.https://www.etfwatch.com.au/https://www.tomorrowsuper.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Looking beyond the noise - with a special bonus bark of optimism from Bear the Studio Pooch.Market update recorded at 9am March 18, 2020. Should you be edging back into the market now? Maybe, maybe not. Picking the bottom is impossible and if you wait for the coast to be clear, markets will have already taken off. There are no easy answers.Rob Gilmour was my guest on the first ever episode of Shares for Beginners. He kindly dropped in to share his thoughts on the current market turmoil and some optimism about the future.Blog post here - https://www.sharesforbeginners.com/blog/stay-safeSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Is this your first global share market meltdown?I generally talk about markets in broad brush strokes. This is not a news podcast but I know there's a lot of anxiety around at the moment. Hence this episode. Blog post for this episode - https://www.sharesforbeginners.com/blog/situation-normal.Tony & I recorded this on Wednesday March 11 after the Australian market dropped ~20% over the last 2 weeks. As I write this at 8:30am on Thursday March 12, Wall St has fallen another 6% overnight. Things are getting ugly. But as Tony points out this is situation normal.The problems are caused by the corona virus and the price of crude oil. Rob Gilmour, who you may remember from the first episode of this podcast, dropped around and gave a brief overview about what's happening with oil and why it matters. It's right at the end of the episode after Tony.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

This bonus episode is a shameless plug for the Australian Shareholders' Association. I’ve mentioned them many times on this podcast and the great work that they do. I’m a member and I strongly suggest, highly recommend and implore you to join. It’s $130 a year for online only membership, which is a bargain, and as you’ll hear from John it works for the interests of individual shareholders like you and me. There's more here at the episode blog post - https://www.sharesforbeginners.com/blog/john-cowlingShares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

When we think of shares we generally think of single companies that are listed on the stock market. This is not always the case. Some shares allow you to access investments that are generally beyond the scope of individual investors. Such is the case with Bailador – ASX:BTI, a specialist investor in growth stage information technology businesses. I am pleased to welcome our guest David Kirk, co-founder & partner.David is the former Chief Executive of ASX-listed Fairfax Media Ltd., where he led the successful investment into a number of internet businesses including Fairfax’s acquisition of Trade Me and Stayz. He has been a growth stage investor in technology-based businesses since 1999. He's Chairman of ASX-listed Trade Me Group Limited and Kathmandu Holdings Limited, Chairman of Forsyth Barr Limited, a privately-owned New Zealand investment firm, and a Director of each of DocsCorp, SMI, Viostream and Rezdy.Prior to entering the corporate world, David enjoyed a highly successful rugby career, captaining the All Blacks to win the World Cup in 1987.Episode notes: https://www.sharesforbeginners.com/blog/david-kirkBailador web-site:https://bailador.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Roger Montgomery is Chief Investment Officer and founder of Montgomery Investment Management. This followed a successful career as an analyst, strategist, fund manager and public company chairman. We discuss:Value, growth and momentum investingHow franking credits affect investment in Australian companiesValuing small & micro-cap companiesThe difference between 20th and 21st century companiesDeveloping a circle of competence before plunging headlong into marketsA paradise for introverts - working in funds managementHow technologies that change the world don't necessarily make money for investors.Patience during downturnsHere's the link to the blog post https://www.sharesforbeginners.com/blog/roger-montgomerySharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Today is the first birthday of this podcast. I want to thank you the listeners for your kind words and comments. I hope that I’m doing something to help you learn about how and where your money is invested.I also wanted to talk to you about time - the most important investing tool that you have on your side.The blog post for this episode is here - https://www.sharesforbeginners.com/blog/first-birthdayShares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Today I’m chatting with Chris Tate from the Trading Game. Chris has seen all types of markets and traded practically every instrument available, and if you don’t know what an instrument is in financial terms, you’ll find out in this episode. Many of my guests use fundamental analysis to value companies and come up with their investment strategy. But we can’t ignore the other approach which is known as technical analysis.This episode is about those charts and how they show price action.Blog post for this episode is available at https://www.sharesforbeginners.com/blog/chris-tateYou can contact Chris via The Trading Game website https://www.tradinggame.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Tony Kynaston is a former senior executive of companies like Coles and Shell. He started investing in the stock market 30 years ago and developed a simple checklist methodology (by studying people like Warren Buffett) that allowed him to retire from his corporate career at age 43 and become a professional investor. And he’s done pretty well since then. The average return on his portfolio over the last 20 years has been 19.5% per annum – double the ASX index. QAV stands for QUALITY AT VALUE. Tony's approach is to use a checklist to find companies that are performing well (quality) but which can also be bought at a discount (value). It's basically what is usually called "value investing".More info at https://www.sharesforbeginners.com/blog/kynastonSharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Here's a link to the blog post for this episode - Match your risk to your experience.Claude is an Australian small company investor who looks for the best opportunities at the small end of the ASX. He is the founder of Ethical Equities and he looks for profitable, ethical businesses suitable to invest in.Claude is trained in law and is interested in renewable energy and environmental action. He found that he could achieve more through investing. He started Ethical Equities in 2013 where he writes about companies that he likes and some of his mistakes and successes.This episode is not just about ethical investing. Claude has plenty of good advice for sharemarket beginners. I especially enjoyed his pizza analogy for describing market capitalisation.Find out more at:https://ethicalequities.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Michael Dee is the founder of Pythagoras Investing, a subscription service in the business of predicting share price behaviour using mathematics.Find out more information here - https://www.pythagorasinvesting.com/Michael discusses the biases that affect investors. They're difficult to avoid, but being aware of them can make for better investing.This episode is for Deryl from Wollongong who asked for some more info about psychology in share investment. Thanks for the question and your kind words about the podcast. More notes about this podcast can be found at the blog post here.Michael has generously tailored an offering for listeners to this podcast that can be accessed here. This is not an affiliate program and I'm not making any commission from referring listeners to Michael's web-site. It's up to you to decide whether Pythagoras Investing is for you. This is not a recommendation from me and as always do your own due diligence.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

My name is Phil Muscatello and this is my new podcast. I’m recording interviews, building the website and planning to launch in February 2020. So stay tuned.http://www.stocksforbeginnerspodcast.comI have a podcast called Shares for Beginners which I created in Australia for Australian investors in the Australian Stock Exchange. I've decided to take the concept to America and do the same thing for the Wall St. You will learn as I learn - let's learn together. I look forward to the journey.Tracking your investment portfolio used to be difficult. But with Sharesight it’s easy!I'm partnering with Sharesight in creating this podcast. They're great people and they make tracking your portfolio easy.Track investments in shares, bonds, managed funds and ETFs from over 30 exchanges worldwide. Sharesight is an easy-to-use, online portfolio tracker with award-winning performance and tax reporting. Try Sharesight today.

Here's a link to the blog post for this episode - Girls Just Want To Have Funds. The Ladies Finance Club is on a mission is to change the way women think about and behave with money. They want women to feel confident & fearless about talking money, budgets, retirement & investing. And guys, all this applies to men as well. You're welcome at the club, as you'll hear in this episode.Unfortunately Molly couldn't make the interview but Betsy Westcott joined us to tell us all about The Ladies.Growing up on a sheep and cattle station in Queensland meant Betsy learned from an early age that good budgeting and financial skills are essential for staying on top of whatever life throws your way. She is passionate about helping women build good financial skills to create security, happiness and success for themselves and their loved ones.Molly & Betsy are creating a future where women are in control of their finances so they can be empowered to make any choice they want.They run events, online and live workshops and courses with the best industry experts to breakdown and demystify a range of topics from investing, superannuation, debt, budgeting and buying the best shoes. Giddy-up!Find out more at:https://www.ladiesfinanceclub.com/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Steve Bull is the founder & Managing Director of ETF Watch.ETF Watch is non-aligned and Steve is the ideal guest for digging deep into the ETF industry without fear or favour. Here's a link to the blog post.This episode was inspired by listener Sarah who asked the questions that we used to approach this subject. You can ask your questions and participate in future episodes by filling out the listener survey at https://www.sharesforbeginners.com/surveyETF Watch is an information source for ETF & LIC Investors. It has a searchable fund database, a blog and a news feed. There are a rapidly growing group of investors and Financial Advisers who are using ETF Watch as their primary ETF & LIC Information source. Steve is also Head of Client Experience at brand new super fund TOMORROW Super.http://www.etfwatch.com.au/Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Andrew is Dictator-for-Life at the Strawman Investment Club. This is a great little community where like-minded investors share research and investing ideas. Strawman is a social network and collaborative platform for private investors. It crowdsources research and recommendations on ASX listed companies, drawing on a broad network of experienced contributors. Content is organised and ranked according to member endorsement and performance, delivering dynamic, peer-reviewed and actionable share market recommendations.Andrew discusses company research, why he's not a fan of technical analysis and his checklist for investors. There's a lot more.I received a listener question from Greg W who asked: "A lot of people say do your own research. The problem is knowing where to start with said research. What kind of information should I be looking for and where do I find it?"Andrew gives us some great info on how to start your research journey.Find the Strawman site at https://strawman.com. You can follow Andrew on Twitter at @strawmaninvest and @sage_simian. Blog post is at https://www.sharesforbeginners.com/blog/andrew-page-strawmanShares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

It was my great pleasure to be invited by the wonderful people at Sharesight (the fabulous on-line portfolio tracking tool) and Finimize to moderate a panel discussion with Doug Morris the CEO of Sharesight, Claude Walker from Ethical Equities, Ted Richards from Six Park and Kylie Parker from Lotus Accountants about common investing mistakes and how to avoid them.We talk about:Memorable MistakesThe Dunning-Kreuger effectETFsWhat the panellists kids investedIs Google the ultimate diversified investment?Doug's tech heavy family investmentsTed watching his highly-paid team mates blowing big moneyWhen it's time to sell a stock that's gone badThe Pre-mortemCompany reports read them unless you're an accountant and don't read them and much more.Sharesight are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! There’s a 7 day free trial where you can experience the full power of the Sharesight portfolio management. And it’s not just for Australia, I know some of you are listening in countries not lucky enough to be Australia but Sharesight supports 30 of the world’s great exchanges.Go to sharesight.com/sharesforbeginners and sign up now for a free trial before taking advantage of 2 free months.Disclaimer: Shares for Beginners is for information and educational purposes only. It is not financial advice, and you should not buy or sell any investment based on information provided. Any opinion or commentary is the view of the guest and does not reflect the views of Shares for Beginners. This podcast does not replace professional advice regarding your personal financial needs, circumstances or current situation.

Kyle Macintyre is an Investment Specialist at Firetrail. He and the team left Macquarie Bank to start their own fund – to identify and invest in quality Australian shares that are unloved by the market. We talk about the examples of Telstra (ASX:TLS) and Downer EDI (ASX:DOW). They are great case studies to show what goes into a thorough valuation of a company. It's a serious dive into fundamental analysis."THE BIGGEST DECISION YOU MAKE WHEN YOU INVEST IN A COMPANY IS THE PRICE YOU PAY FOR THAT COMPANY".When you buy a property you do a lot of research into what you think it's worth. The price you pay determines all of the numbers into the future representing your capital gain and your income. It's the same when you buy a share. The price you pay determines everything about that investment.I really enjoyed chatting with Kyle and his very honest and open views on what makes a great stock pick for the long term.Firetrail Investments: https://firetrail.com/AND: please fill out the listener survey at https://www.sharesforbeginners.com/surveyShares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Fiona Balzer is the Policy & Advocacy Manager of the Australian Shareholders’ Association. The ASA is an independent, not-for-profit association for individual investors.Buying a share means that you are buying a part of the company. This also gives you the right to go to the Annual General Meeting to ask questions of management, vote on resolutions and generally make a noise if you are not happy with the company’s performance.At the ASA I’ve met some great people with a wealth of knowledge. The members are deeply engaged. They take the time to explore every nook and cranny of a company’s operation. They have meetings, discussion groups, seminars and workshops where you can meet and learn. They also take a leading role in holding companies to account.Here's a link to their about page https://www.australianshareholders.com.au/about-usShares for Beginners is for information and educational purposes only. It is not financial advice, and you should not buy or sell any investment based on information provided. Any opinion or commentary is the view of the guest and does not reflect the views of Shares for Beginners. This podcast and website does not replace professional advice regarding your personal financial needs, circumstances or current situation

This is a bonus episode about a great project that’s been running since March, with workshops still available during September, October & November, 2019.It’s called Own Your Own Financial Future – a project dedicated to empowering women over 55 to build confidence in financial decision making.These are free workshops geared towards women who’ve never been involved in managing their own finances and investments.They are being run by the Australian Shareholders Association. Fiona Balzer from the ASA is my guest in the next episode, but I think it’s worthwhile releasing our discussion as a separate story. It is worth thinking about the particular challenges faced by women in this category.So if you find that any of this resonates with you, or if you know someone who would benefit, find out more at https://australianshareholders.com.au/fin-lit-projectPlaces are available for workshops in Sydney, Wollongong, Newcastle, Adelaide, Mt Gambier, Bathurst, Dubbo, Katoomba, North Coast NSW, Armidale & Tamworth. My apologies to listeners outside these areas but it may be worth a listen. It will get you thinking about you and your loved ones.The workshops will help you:cut through finance and investing jargonunderstand a financial planclarify options for managing your superhelp you discuss your financial goalscheck that your estate is in orderlearn how to source and engage with a professional adviserdevelop confidence to talk to the financial professionals and family

Diversification is the key to successful investing. That means considering not only the Australian share market but also the rest of the world. Kanish Chugh joins me to unravel ETFs, international markets and the exciting opportunities available in robotics, artificial intelligence and emerging markets.Kanish is the Co-Head of Sales at ETF Securities. He has more than nine years’ experience in the investment management industry. He previously undertook distribution roles at Blackrock and Fidelity Worldwide Investments and was a foundation member of ANZ ETFS, the joint venture between ETF Securities and ANZ. Before entering the investment management industry Kanish worked in the financial media industry at both the Australian Financial Review and Insto publications.For more information go to https://www.etfsecurities.com.au/Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Julian McCormack is from Platinum Asset Management. As a young guy on the road he developed what he called "The Value Investing Contrarian Thing". Julian spoke about this and Platinum’s approach to investment management. They identify and invest in companies they believe to be undervalued. His case study is the German car company BMW. I want you to pay attention to some of the concepts he talks about. There’s Price Earnings Ratio which is one of the basic ways of valuing a company and also book value. This is not a recommendation to run out and buy shares in BMW. This is purely an exercise in valuing a company for you to learn from. There's also a great listener question from McKenzie Battye-Smith.Platinum's website is https://www.platinum.com.au/ Julian's video presentation is available at https://youtu.be/4e6dIWl7sEo?t=1934Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Ted Richards famous defender for the Sydney Swans, behavioural economist and now Business Development Manager at Six Park, helps first-time investors tackle the biases that may be affecting their investment decisions. Ted introduces us to the low-fee world of robo advice and explains the difference between Bonds undies and Corporate Bonds. Join me in this roving interview as Ted joins the Shares for Beginners team.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

We are so happy to welcome the wonderful and inspirational Louise Bedford to the podcast. She is a behavioural finance expert who knows her way around a chart, especially candlesticks. We discuss fundamental and technical analysis, charts, support and resistance and lots of practical advice about investing in shares. This is a very visual episode so check out the website for more pictures and explanations to learn about charts, candlesticks and how they reflect human behaviour.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any shares based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Episode blog post available here.Doug joined me to chat about Sharesight and the services they provide in portfolio record keeping. An important part of share ownership is record keeping.In these interviews I like to gather tips and advice on how the markets work, investment styles and expertise. Doug and I covered:The history of SharesightMorningstar researchBenchmarkingTax treatment of ETFs and those gnarly statementsThe changing shape of the financial services industryAnnualised performanceIndex huggingThe features of SharesightSharesight are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! There’s a 7 day free trial where you can experience the full power of the Sharesight portfolio management. And it’s not just for Australia, I know some of you are listening in countries not lucky enough to be Australia but Sharesight supports 30 of the world’s great exchanges.Go to sharesight.com/sharesforbeginners and sign up now for a free trial before taking advantage of 2 free months.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Robin Bowerman is the Head of Corporate Affairs at Vanguard Investments Australia and the Vice Chair of the SMSF Association. Vanguard was founded by one of the legends of investing, Jack Bogle. Robin chats with us about the revolutionary style of index investing pioneered by Bogle, the common mistakes made by novice share traders, the Cost Matters Hypothesis and why humans are not emotionally wired to be great investors. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Evan McQuire is a great guy and I really enjoyed meeting him and chatting about the markets. He has a brutally honest view of shares, the markets and investing. Evan is highly experienced in equities, derivatives and financial markets with extensive knowledge of stockbroking and wealth management. We sat down and discussed some key sharemarket concepts like fundamental and technical analysis, broker recommendations and of course, single stock shock. You can contact Evan at www.mfam.com.au or by phone Australia 1300 889 603 International +61 2 8378 7199. Partner & Managing Director at MF & Co. Asset Management which is a boutique investment firm specialising in wealth management, trading and education If you have any questions you'd like me to ask future guests please contact me at www.sharesforbeginners.comShares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any shares based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

Rob Gilmour is a wealth manager helping private clients to understand their money choices. He’s a self-confessed financial nerd and offers a range of skills from accounting and law to financial planning.We discuss:How the actual mechanics of share trading haven’t really changed for many decades even though paper share certificates and graph paper aren't used any more.Own a share and you own a part of a company.How easy it can be to get caught up in hype around a share.The classic text about share trading - Reminisces of a Stock Operator by Edwin Lefèvre a thinly disguised biography of Jesse Livermore who was one of the greatest share traders ever.Managed Funds, ETFs and LICs what do they mean?Rob's website is https://wealthsimplicity.com/ if you'd like to have a chat. Don't forget to mention this podcast if you get in touch.Here's a link to the blog post https://www.sharesforbeginners.com/blog/rob-gilmour-wealth-simplicitySharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any shares based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

I interview industry experts so you'll learn what to do, what to ask and - importantly - how not to lose money.I'm just like you:I want to make money from the stock marketI find the terminology confusingI want to be able to make informed decisionsLet's learn together on Shares for BeginnersShares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investment based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

We honor the passing of a great lady in this week’s episode of Talking Trading. Dawn Bolton-Smith, aged 87, was the matriarch of technical analysis in Australia.  With a career spanning 50 years, she was the first technical chartist to be employed by the Australian Stock Exchange. Dawn’s passion for charting broke through barriers and her reputation for calling markets correctly was legendary. She helped inspire Louise Bedford and led the way for a generation of women in the markets.   Dawn Bolton-Smith Three years ago Louise Bedford asked me to interview Dawn Bolton-Smith for Talking Trading. She described Dawn as share-trading royalty, the pioneer of technical charting in Australia.  As life would have it, Dawn lived around the corner from me and we instantly became friends.  Dawn and I would sit for hours viewing charts, looking at directional movements, resistance lines and price action for the day. The markets were her living breathing passion. She would always say to me ‘A person who can read charts is the most independent person in the world. You have got to learn how to read charts.’  Dawn’s passion for the markets remained with her until the end. Even in her final days Dawn was still asking about the market action and share market friends were calling her each night to give an analysis. She had charts in her hospital draws and a copy of the XJO on her hospital table.   Dawn originally trained as an accountant; in 1962 she enrolled in a pilot course on technical analysis conducted at the Mosman Evening College in Sydney.  Her passion was born and she became the first chartist to be employed by the Australian Stock Exchange and helped establish the futures market in Australia.  Dawn was a foundational member of the Australian Technical Analysts Association (ATAA) and up until 2011 she was a regular presenter at ATAA conferences.  Dawn successfully predicted every major high and low of the stock market over the last 50 years. Her penultimate chart prediction of pride was the 1974 crash, which she predicted within 4 points of the bottom; she also called the famous Poseidon nickel boom and witnessed the soaring gold futures market.  In today’s episode, we hear some of the final quotes Dawn gave about the share market a few weeks before the final curtain closed, highlights of the original interview when I first met her and Louise Bedford shares her tribute to Dawn and her charting legacy.   

In episode 89 of the Desire To Trade Podcast, I interview Mandi Pour Rafsendjani, a trader & coach that was recommended to me by a listener of the podcast. Mandi shared some really important insights on what she considers to be the pillars of your success in trading. She has already helped and coached a lot of traders by showing them why they act a certain way and how to evolve to the next level of trading.  What amazes me the most is how Mandi simplifies the things that make traders successful into a 3-part framework, which she detailed during the interview.  More About Mandi Pour Rafsendjani Mandi Pour Rafsendjani has been an active trader in the financial markets for over 15 years, trading a variety of instruments such as Equities, Futures and CFD’s (SNP500, Dow Jones [Emini], XJO, DAX, Commodities and Forex). Today she is not only an active trader specializing in the German DAX and Forex, she is also a highly trained coach helping traders worldwide on the subjects of Trading Performance, Strategy Improvement, Increasing Profits, releasing Blockages around Money and Self-Sabotaging Behaviour, applying cutting edge tools from Neuro-Linguistic Programming (NLP), Meta Dynamics ™, Neuro-Science and Behavioural Finance blending in elements from Buddhism, Mindfulness and Yogic Principles. I’d love if you can take a few seconds to leave a review on iTunes or Stitcher. Let me know honestly what you think of the podcast because the only way I can improve is through your reviews. Share This! Top Quotes From This Interview "Every successful trader has a dark past & every losing trader has a bright future." "Tell me your goals and I know your dreams, tell me your standards and I know what you'll achieve in life." "Be efficient with your time and show kindness to others." In This Episode, You’ll Learn… What a trading strategy should be composed on. How to really trade for your personality. What the 3 pillars of your success in trading are. Mindset, Behavioral finance, Performance. How to work on each pillar of success. How to focus on the process. The importance of not getting down on yourself for the lack of success. How you do one thing is the way you do everything. And much more! What is one thing you are going to implement after listening to this podcast episode? Leave a comment below, or join me in the Facebook group! Resources Mentioned In This Episode Book: Rich Dad Poor Dad by Robert Kiyosaki Book: Thinking Fast & Slow by Daniel Kahneman Author: Steve Ward (I personally recommend TraderMind) DesireToTRADE’s Top Resources DesireToTRADE Forex Trader Community (free group!) Complete Price Action Strategy Checklist (free checklist!) One-Page Trading Plan (free template!) DesireToTRADE Academy How To Find Mani Pour Rafsendjani? Website Facebook LinkedIn Twitter

This week David Harvery of Wealth Within discusses how the XJO has ranged between 4800 and 5150 since July 2008, and how this volatility could be dangerous for day traders.

This week David Harvery of Wealth Within discusses how the XJO has ranged between 4800 and 5150 since July 2008, and how this volatility could be dangerous for day traders.