Active Stock Portfolio Updates - April 2019
- {{x.value}}
{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter verification code' }}
{{ completedStep1 ? 'Authentication & Security' : content.trialHeading.replace('{0}', user.FirstName) }}
{{ content.upgradeHeading.replace('{0}', user.FirstName) }}
The email address you entered is registered with InvestSMART
Please login to continue
We have sent you an email with the details of your registration.
Looks you are already a member. Please enter your password to proceed
{{ upgradeCTAText }}
Updating information
Please wait ...
Your membership to InvestSMART Group recently failed to renew.
Please make sure your payment details are up to date to continue your membership.
Having trouble renewing?
Please contact Member Services on support@investsmart.com.au or 1300 880 160
You've recently updated your payment details.
It may take a few minutes to update your subscription details, during this time you will not be able to view locked content.
If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in.
Still having trouble viewing content?
Please contact Member Services on support@investsmart.com.au or 1300 880 160
Please click on the ACTIVATE button to activate your Intelligent Investor 15-day free trial
Please click on the ACTIVATE button to finalise your membership
Unsuccessful registration
Registration for this event is available only to Eureka Report members. View our membership page for more information.
Registration for this event is available only to Intelligent Investor members. View our membership page for more information.
- You are already registered for this event.
- This event is already full.
- Please select a quantity for at least one ticket.
- {{ i }}
Forgotten password
Please enter your email address below to request a new password
- Verify your email address by clicking on the link we sent to {{user.Email}}
- You now have free access, we look forward to helping you on your financial journey.
Intelligent Investor Equity Growth Portfolio
The share price of casino operator Star Entertainment has fallen by almost a third from its peak. It now trades on an attractive EV/EBITDA (enterprise value to earnings before interest, tax, depreciation and amortisation) multiple of just over eight compared to a multiple of thirteen for Crown Resorts should James Packer get his price. Star also yields a handy 5.5% while we wait for the completion of its massive new Brisbane casino in 2022...
Intelligent Investor Equity Income Portfolio & ASX:INIF
How do you spot a bubble in technology stocks? A good sign is when investors are paying many tens of billions of dollars for ‘platforms’ that lose billions of dollars while their private sponsors that get paid huge fees sell out.
Pinterest, WeWork, Uber and Lyft are just some of the US names that have listed recently or are about to. The common thread, aside from the fact that Uber and Lyft are rivals, is that they boast multi-billion-dollar market values and either measly profits (Pinterest) or large losses without a clear path to profitability, yet alone profits that justify a near US$100bn valuation in Uber’s case...
InvestSMART Australian Small Companies Fund
Outside of a handful of quarterly results that met our expectations it was a quiet month for portfolio news, so we’ll take this opportunity to discuss our thoughts on portfolio management. One of the less discussed but more important parts of investing.
When we hunt for new investments, we generally look for four things: competitive advantage, scalability, alignment and execution. We aim to find companies that rank well across all four, but in practice, we often compromise in some areas. Perfect investments are extremely rare, so the art of investing is knowing when to bend the rules...
InvestSMART Hybrid Income Portfolio
For the month of April, the total portfolio return was 0.35% and 1.40% for the three months since end of January. Since inception, the total return of the portfolio is 4.57%.
April was a low-income month, with no securities trading ex-dividend...
Call 1300 880 160
Start a chat
Schedule a call
