InvestSMART Portfolios Monthly Update - August 2020
InvestSMART Capped Fee Portfolio review: 'The Monthly Musing' August, devil in the (earnings) detail
Has the Tesla bubble begun to pop?
With Tesla's share price plummeting this week, Robert Gottliebsen draws parallels between the recent US technology boom and the Poseidon boom in the 1960s-70s, and why a recent Morgan Stanley report highlights why Tesla might be overvalued.
Director Deeds: Director buying heats up again
With earnings seasons wrapped up, ASX 200 directors made their move over the last fortnight. Alex Gluyas looks at some major sell downs that occurred amid a flurry of buying among some of the biggest companies on the ASX.
Paul's Insights: COVID crisis encourages investors to diversify
The latest ASX Australian Investor Study shows how investors have responded to the Coronavirus pandemic, and the news is surprisingly good.
Using ETFs to access the global tech boom
Tech stocks have been investors’ best friend throughout COVID. Alex Gluyas explains how ASX-listed ETFs are helping investors tap into the growing tech markets both in Australia and around the world.
BWX rides the shift to natural beauty products
With demand growing for its natural beauty products, Alex Gluyas speaks with the CEO of BWX, Dave Fenlon, to discuss the company's goal of moving all manufacturing of its brands to Australia, its new manufacturing and distribution centre in Melbourne and how its Sukin brand is driving sales growth.
Worried about the blowtorch to dividends? Consider diversified alternatives
The recent end to the 30-year party of high dividends reveals how exposed many Australians are to this passive income-stream.
High risk for higher education
With Google recently announcing its Career Certificates program, Steve Sammartino explores the disruption occurring in Australia's higher education sector, as large firms move away from candidates being required to have a university degree and students being offered cheaper and faster ways to acquire the skills needed for the workforce.
Paul's Insights: DIY super funds switch to low risk investments
New research from index fund manager - Vanguard, shows that COVID-19 has seen self-managed superannuation funds (SMSFs) switch out of shares and into low risk investments.
From the Bunker: Finding a strategy that suits you
Evan and Tom explore different investment strategies and take your questions.
IntelliHR catches COVID tsunami when paddling for a wave
With human resources teams unable to physically connect with employees during COVID lockdowns, IntelliHR has seen demand for its staff management technology grow faster than ever. After recently attracting the attention of tech investor Bevan Slattery, Alex Gluyas speaks with IntelliHR CEO, Rob Bromage, who explains the opportunity COVID has provided: "For the last five years, we've been working really hard and paddling out for a big wave and along has come a tsunami."
Director Deeds earnings season: Cashing in or doubling down?
With earnings season nearing its conclusion, Alex Gluyas lets the money do the talking as he wraps up some major buys and sells made by directors of ASX companies in the past month.
Despite market uncertainty, now is time to invest
Given the carnage experienced by the economy in the last six months, it's hardly surprising that many investors are behaving like deer in the headlights, not knowing which way to jump.
Diversified alternatives to fixed income and cash
If your need for stable, regular income means you can no longer cope with a real return of sub-1 percent, you seriously need to consider your next best alternatives to fixed income/cash.
Four stocks that may benefit from a COVID vaccine
With commentary surrounding the progress of several COVID vaccine candidates increasing, Alex Gluyas looks at four stocks that could benefit from an approved vaccine and the subsequent easing of travel restrictions and lockdowns.
Paul's Insights: Cash in, invest or reinvest?
A key issue for investors is whether to tick the box for a dividend reinvestment plan or take the money as cash.