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Monday, 13 July 2020
Recently trending 11 lessons from my lousy $50K profit on AfterpayHow much bigger can the virus bubble get?Share trading is the new addictionWhat is happening with SMSFs? Part 1New ways for listed funds to fix their price discounts
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Each month, BetaShares issues a review of Australian Exchange Traded Funds (ETFs). Latest reviews can be accessed by clicking on the links below:
Jun 2020 and Half-year Review | May 2020 | Apr 2020 | Mar 2020 | Feb 2020 | Jan 2020
Earlier reviews can be viewed here.
Vanguard’s latest ETF Quarterly Reports can be accessed by clicking on the links below:
Mar 2020 | Dec 2019 | Sep 2019 | Jun 2019
Each month, Bell Potter produces its review of Australian and Global ETFs. Latest reviews can be accessed by clicking on the links below:
May 2020 | Apr 2020 | Mar 2020 | Feb 2020 | Jan 2020
ETF Article Archive
Firstlinks has a wide range of articles on Exchange Traded Funds and how to use them, collected on this link. UBS has also published this document on The benefits of ETFs and how to use them.
The BetaShares/Investment Trends ETF Report is comprehensive research into the usage of ETFs in the Australian market. A copy of the latest survey can be accessed from the Betshares website after providing your email details (BetaShares is a sponsor of Firstlinks). A summary of the latest report can be accessed here.
Afterpay listed at $1 in 2016 and traded recently at $70. How should an investor treat a small holding in a 70-bagger when each new level defies the experts? Should true believers let the profits run?
Stocks have rallied hard creating a virus bubble, but will this run for years or collapse in a matter of months? The market is giving a second chance to leave so head for the exit before there's a rush.
The ability to buy and sell cheaply and quickly in small parcels is both the biggest drawback and benefit of shares. But it encourages people who should not go near the market to use it as a casino.
Taking a realistic view of the median ‘operating expense’ of an SMSF shows they cost less to run than previously claimed. Look at this granular breakdown and see how the costs of running your SMSF compare.
Running a fund should not become a gravy train for boards and investment managers. It is time to address the persistent discounts to NTA on LICs, and there is one especially exciting new structure.
Investors tend to overstate the impact on investments when something significant happens and they assume the future will be different. COVID-19 has been dramatic, but is it really that unusual?
Compared with most years in the last decade, FY20 performed poorly due to the virus, and now dividends are falling. There are three things to watch this year as support policies are wound back.
While the shutting of Australia’s borders to international travellers and quarantine measures is damaging to certain sectors of the economy, it is not uniformly negative for all companies.
Data science is increasingly embedded into the research process of investment teams with the resources to exploit new technologies. The way the data is integrated and interpreted is crucial.
As the world gradually emerges from the aftermath of COVID-19, many are questioning if now is value’s time to shine? How can value stocks deliver outperformance in today’s environment?
Do you think investors can only lose heavily on bonds if the credit defaults? When bondholders accept 0.88% for 100 years, there is great potential for serious pain somewhere along the journey.
Even when the virus is finally contained, the business landscape will look very different. A critical issue is the ability of consumers to find product substitutes. Many people like what they find.
The strictness of screening processes can vary between ethical ETFs, and many rely on indices without additional oversight. This can result in stock inclusions that may not pass the ethical ‘smell test’.