Investor Insights
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SMSF asset allocation
I thought I’d write a very domestic focused note on SMSF asset allocation as I tend to get a lot of questions on the topic.
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Morningstar research now available for ETFs
Research is the backbone of trading smarter. From 1st May 2015, Bell Direct will give you access to Morningstar information on Exchange Traded Funds for free.
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Introducing Dow Jones
Bell Direct News is changing. Get ready for the move to Dow Jones.
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The value drums are beating
Many have been watching with morbid fascination the perilous prospects of “Twiggy” Forrest’s baby. But not us. We’ve been watching the outperformance of some small cap mining stocks.
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Nifty fifty arrives in Australia
In today's note, I want to focus on stock selection within the equity component of a SMSF portfolio.
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Can you save tax with insurance in your SMSF?
Having your life insurance owned inside your SMSF means you can use your Super Guarantee and salary sacrifice contributions, or the fund’s existing cash balance, to pay for insurance premiums in a more tax effective way.
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Access all asset classes: moving beyond direct shares
Welcome to a new world of access beyond direct shares. It is a trend being driven by Australian share investors who want the benefits of holding a range of different asset classes – global equities, as well as property and bonds – because they rise and fall at different times.
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How the ides of March has delivered big returns for Under the Radar Report
Sometimes as an investor in small caps you have to embrace uncertainty.
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Betting on yield
Investment performance in the last few years has been more about interest rate expectations than anything else. As bond yields have moved lower, high yielding stocks have moved higher.
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What to look out for this reporting season
Investors of the bigger companies are not looking at the detail behind the profit numbers, they are looking at the dividend. Seriously, they should change the name of “earnings season” to “yield season”.
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Under the Radar Report gets the crystal ball out for the upcoming reporting season
Last month Under the Radar Report conducted its annual New Year’s Round Table with six of Australia’s top performing fund managers. It really does pay to listen to these guys.
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5 steps to combat volatility
The market has been volatile of late and it might be that equities are the tail being wagged by the global currency dog. The question is, does this provide a buying opportunity for stocks that have been sold off?