Investor Insights
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Insights 25 May 2017
How to set up your own big cap portfolio, and why house prices will fall
In the Australian market, the key question is whether your portfolio is under or overweight banks and resources; they represent such big parts of the market; close to 50%, in fact. To answer this question we rely more upon what we think is happening with the economy, rather than the fundamentals of each bank or mining company.
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Insights 25 May 2017
Build your defensive income stream and diversify your portfolio
A diversified investment portfolio should include defensive assets, which balance exposure to growth assets such as equities and property.
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Insights 26 Apr 2017
Medical Marijuana: Don’t Inhale
The surge in valuations means medical marijuana stocks have gone from a standing start just over 24 months ago, to being valued between $27m and $190m, with the whole sector valuation approaching $1bn despite the lack of a revenue track record. Is this sustainable?
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Insights 14 Mar 2017
Dividend darlings: future brightens for yield stocks
Over the long term, much of the returns from the Australian sharemarket have been through dividends. When reinvested, the power of compounding can see returns snowball over time.
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Insights 24 Oct 2016
Shares that have rewarded investors many times over
Australian investors have been lucky to participate in the demutualisation and privatisation of a number of companies. Lucky because most demutualisations and privatisations have rewarded shareholders many times over.
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Insights 1 Jun 2016
Bell Direct CEO keen on technological innovation
When it comes to innovation in stockbroking, Arnie Selvarajah is a big believer in client feedback and technology.
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Insights 25 Feb 2016
Online traders seeing market volatility as opportunity, not threat
Volatile market conditions are taking their toll on portfolios, refocusing investors' minds on their asset mix. But in periods of volatility, experts say it's important not to be too reactive, but rather to go back to the original reasons why a portfolio was constructed in the way it was.
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Insights 2 Feb 2016
Investors see opportunity in volatility
Retail investors have used 2016's market volatility to seek opportunities rather than retreating from the market, Bell Direct CEO Arnie Selvarajah tells AFR.
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Insights 2 Feb 2016
Bell Financial Group bosses tip more industry rationalisation
Bell Financial Group's executive chairman, Colin Bell, and managing director, Alastair Provan, talk to the AFR about rationalisation in the broking industry.
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Insights 22 Jan 2016
New Year’s Resolutions for 2016
Buy and hold is a great strategy in a bull market, but it does mean you lose money in a bear market or find it hard in a sideways one. Julia Lee proposes new goals for investors in 2016.
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Insights 22 Oct 2015
Investment newsletters: making sense of stock recommendations
Investment newsletters remain a popular way for SMSFs and retail investors to trade. But do they deliver results? Bell Direct CEO Arnie Selvarajah weighs the field.
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Insights 24 Aug 2015
Fintechs shake up banking, providing investment opportunities
Fintech — financial services underpinned by technology — may not be new but the pace of change has never been faster. It is a crucial trend that Australian investors need to be aware of, given financial stocks make up almost half of the S&P/ASX200.