Podcast Archive

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Today we look at the ETF portfolio and learn some lessons about how to invest for the long term. I also give you a quick lesson in risk, how to measure it and how to compare investments and fund managers taking risk into account. Otherwise there is plenty on the calendar but not much happening in the market. We talk about peak earnings for pandemic beneficiaries and await the FOMC, the RBA, the banks results season and the continuing US results season. 

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ASX 200 fell 12 to 7034 in narrow range trading. Once again quarterlies and M&A activity dominated. TAH saw another bid from Ladbrokes for its wagering business and BIN up 6% on a agreed scheme with Macquarie' MIRA. Banks flat with big iron ore miners continuing to bubble higher as tech stocks came under some pressure. BNPL especially soft as APT dropped 5.5% and Z1P down 6.3%. European futures pointing to a solid opening as HSBC, UBS and BP report better numbers.

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Floppy day today but the trend is still our friend as interest rates continue to trend down and virus issues (in India) continue to be ignored. We have a look at Afterpay and highlight that there are some stocks that are driven by sentiment first and fundamentals second and this is one. We have included both the MT Growth and MT Income portfolios today. The MT Income portfolio is flying along at the moment as the banks results season comes into focus, calendar in the Strategy Section today. We look at a couple of sectors that are quietly trending up and conclude that for now we are chasing a bull market and the only way to do that is to be fully invested.

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ASX 200 closes down 15 (-0.2%) in quiet directionless trade. Banks slipped on the close but iron ore hitting records in Asian and a upgrade from Bell Potter saw FMG rise 4.8% and BHP up only 0.6%. WBC announced a $282m write down closing down 0.2% and industrials drifting lower. NHF updated guidance and rose 10.2%. All eyes on Tesla numbers tonight after hours in US -  10-year bonds steady at 1.73%.

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For the second week in a row, we hit Monday morning with record highs in sight after another big Friday night on Wall St. Our chances of breaching those record highs likely ride on a big few days of US results, with 40% of the S&P 500’s market cap reporting this week. Elswehere we have bank result season inching closer and the FOMC meeting Wednesday night as the main economic event of the week.

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ASX 200 closes up 5 to 7061 to finish the week down 2 whole points. Banks firm and CSL doing better. Market continues to drift and wobble but holding in. Plenty of corporate news, KGN down 14.3% on its business update and AMP to split with the stock cheering the news up 0.9%. Great drill results from DEG keeping things  moving and some China facing consumer stocks remain under pressure A2M down 3.4% and BKL falling 6.3% 10-Year bond yields push back to 1.72% 

Welcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am talking to Doug Morris, the CEO of Sharesight. 

Some members will be familiar with this portfolio tracking platform and Doug runs through some of its features. We talk, Bitcoin, NFTs and the rise of fintechs and some of the trends that he sees with his unique view on a wide range of client portfolios.

Doug is a leading voice in the Australasian FinTech and SaaS industries. He began his career with Morningstar, Inc. in Chicago, IL, where he served in a project management role within the investment management business. He served as Product Manager for Morningstar Adviser Research Center, a platform serving financial advisers and then Global Product & Marketing Manager, Equity & Credit Research, overseeing international research distribution. Doug joined Sharesight as General Manager in 2013, before becoming CEO in 2015. 

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ASX 200 building back better with a 58 point rise to 7055 (0.8%). Dow futures down 18. Across the board gains building throughout the day. Closing on its highs for a loss of a mere 8 points so far this week. Banks doing well again with the Big Bank Basket up to $169.22. AMP falls to new lows on AUM position. AGL CEO decides its all too hard to suddenly resigns. MP1 shoots the lights out and 3DP up 28% too. Drinks on Bevan tonight. BHP higher by 0.9% on broker upgrades and the All Tech Index up 1% today. 10-year yields down to 1.69%

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ASX 200 closes down a mere 20 points (0.29%) to 6997 after rallying hard off a low of 6905. A promising turnaround in resources on higher ore prices, BHP lost 0.% after its production report and FMG unchanged. Banks were lower but CBA bucked the trend rising 0.5%. Business  updates and quarterly reports dominated, NXL had a shocker falling 15.5% after guiding to a prospectus miss and troubles as client switched to more SaaS based plans. Coal stocks suffered with CRN down 11.6% and WHC falling 5.9% In economic news, retail sales beat forecasts rising 1.4%. Eureopen futures opening flat and Dow futures down 60.

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STRATEGY BY HENRY: Today is a reminder that markets do go down as well as up. With the Summit insight, the market has baulked at the Hilary Step. Seems CV19 has reared its head again as an issue as cases climb. Should we be alarmed, not yet but today will be interesting to see if its BTD or STR. Buy the Dip/Sell the Rally. A look at 'bubbles' in the US as Dogecoin has its own 'day'. And as the Shanghai Motor Show kicks off, the future is Electric and everything associated with it.