Diversified Portfolios - Intelligent Investor Growth - 31 March 2016
Intelligent Investor Growth Portfolio March Report
Diversified Portfolios - Conservative - 31 March 2016
InvestSMART Conservative Portfolio March Report
Diversified Portfolio - Fixed Income - 31 March 2016
InvestSMART Fixed Income Portfolio March Report
Diversified Portfolios - Intelligent Investor Equity Income - 31 March 2016
InvestSMART Equity Income Portfolio March Report
Diversified Portfolio - Diversified Income - 31 March 2016
InvestSMART Diversified Income Portfolio March Report
What's on at Eureka Report and model portfolio updates
How did our model portfolios perform across the quarter?
Taking a break from Cadence Capital
Our LICs have beaten the market since the portfolio's inception - here are our plans going forward.
Why we're downgrading Brickworks
The diversified model is playing out well, but BKW faces a dip in the housing construction cycle.
Our Income Portfolio on target
Our income stocks are meeting our expectations in this volatile market, and we have an eye on future opportunities.
TOX's worthy acquisition
Our growth stock takes on Australia's fastest growing waste and recycling market with its new acquisition.
US optimism .v. commodity pessimism
US markets gave local traders a positive lead for this morning. The question for traders is whether this will make any impression on investors who have been selling bank stocks or overcome the nervous sentiment in commodity markets. The best that can be hoped for looks to be a minor rally leaving the ASX 200 index inside Friday's large trading range and the overall market tone nervous.
Banks the key as international markets take stock
The decline in bond yields and the US Dollar in response to Janet Yellen's speech extended for a third day. This ongoing adjustment in bond and currency markets indicates that the Yellen speech was a sea change for market thinking. It's clear that unless economic circumstances change, US rates will stay lower for longer. Markets are now contemplating the prospect that the Fed rate will not move above 1% for at least 18 months.
Global Bulls vs Local Bears
The Australian share market is caught in conflicting currents. European and US share markets continued their rallies overnight, still buoyed by Fed Chair Yellen's dovish comments. However, there is pressure on local banks generally, and ANZ in particular, as traders continue to speculate on the potential for a bad debt spiral.
Bursting with bank stocks
Index funds, LICs and top managed funds are laden with bank stocks...and you thought you'd lightened off.