Shares for Beginners

Economic news or fear porn? Sometimes it's difficult to tell the difference. News media love our eyeballs and bad news is what grabs our attention. Bad news plays on our fear, uncertainty and doubt. Even when times are good, the media loves bad news. In this episode I asked David Bassanese to give us a quick education in basic economic concepts. It may provide some protection against those big wor...

Claude Walker is the founder of A Rich Life writing the Ethical Equities column. In this Quick Tip Claude talks about matching your risk to your experience, entering markets gradually, to keep learning and what he sees as the most common mistake made by new investors. He had the good fortune of starting young as an investor, and was the Research Analyst and then Advisor of Motley Fool Hidden Gems...

There are many parallels between fitness, sport and investing. The traps that people fall into when they are trying to make money quickly are similar to when they try to make physical changes. Discipline, focus and dedication are the same for sporting excellence and successful investing. Leigh Gant is the Education and Events Manager at the Australian Shareholders' Association. Leigh is an experie...

AGM season is fast approaching. Most major companies listed on the ASX hold their Annual general Meetings around October. In this Quick Tip Fiona Balzer from the Australian Shareholders’ Association tells us about AGMs, the power of retail shareholders and the work of ASA’s company monitors. You can assign your voting proxies to the ASA and they will vote on your behalf. And until the end of 2022,...

What's your investment style? What makes a good business? What makes a good investment? In this episode I'm joined by Matthew Hodge, Director of Equity Research for Morningstar Australasia. We spoke about learning to become a better investor, upgrading your own software, a couple of key ratios that help you understand company valuations and the importance of investing what you know and unders...

There are many asset classes with various risk profiles that investors need to be aware of. If you take a look at your super, you’ll often see Fixed Income in your investment options. This Quick Tip is with Camilla Love, the founder and Managing Director of ETF provider  eInvest. We discussed fixed income, what to watch out for and what role is in a portfolio mix. "If you're looking at a fixe...

How can you start investing with $5? The micro-investing space is a rapidly growing market and Cache is on a mission to help more people invest. Cache believes investing is a good decision for most, and that it’s the best way to build wealth and financial security over time. Micro-investing products provide an important avenue for many Australians to enter the market and gradually build their...

Thom Benny is the Communications Director at navexa.io , a fintech startup that tracks portfolio performance and returns for investors around the world. In this Quick Tip Thom explains what a stock is, some of his philosophies around how shares are bought, sold and valued, and initially how he had to learn all this on the job. Join thousands of intelligent investors automating their portfolio trac...

What is reporting season and how do analysts and fund managers find the numbers to run the tape measure over a company? Australian listed companies share their financial reports twice a year, generally in February (half yearly), and the full year in August. They come out and talk about the results for the half or the full year with a presentation, and generally an outlook statement and that's repo...

Just as you study a company before you buy it’s shares, you need to study ETFs and what they are comprised of before diving in. Simon Karaban is a Senior Vice President at SGX Singapore Exchange where he works creating indexes. Most passive ETFs are based on an index and Simon has plenty of insights behind the scenes. In this Quick Tip Simon warns about some ETFs that are designed only to attract...

From the birth of disco (it was 1953!), capital raising, the tortoise and the hare, businesses blessed by bountiful accounting principles and the banking of the future. Steve covers a lot of ground in this episode. I've had this interview on the shelf since May, but it is still relevant in terms of the decline of technology stocks. I think it's also good to hear from US investors. As we know the A...

For any woman who's under the age of 40 right now, their super will be the largest asset they ever own. Most people don't understand that it's their money. They think it's this amazing pool that sits somewhere over there and at some stage they might get some of it. It's always their money. Super Fierce is trying to do is encourage people to take ownership of their own investments. Craig Swanger is...

What are the UN's Sustainable Development Goals and how can investing help to achieve them? What's the difference between ESG & Impact Investing? What we do as investors matters. Across the different asset classes, we find a spectrum of impact – from negative to positive – that needs to be addressed. The solutions are not clear-cut. We live in a complex world, and while it’s easy to blame oil,...

A look at the bloodbath of the current markets, the impact it's having on portfolios and investor psychology, and the importance of a strong balance sheet when choosing companies to invest in.  Here's a link to the blog post: https://www.sharesforbeginners.com/blog/page22 Shares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know...

Andrew Baxter saw his parents exchange the time for dollars. He was well and truly on that treadmill until he realised that that money can actually work for you. Andrew has helped thousands of people enjoy a richer financial future, by educating, coaching, and advising on practical investment strategies. In this episode we explored "The 5 myths of financial markets": Cash is king The stock market...

Do you think that the Australian stock market IS the ASX ? Few people know that there's another exchange accounting for 20-25% of daily trades. Cboe Australia is an alternative exchange and a competitor to the Australian Securities Exchange (ASX). Vic Jokovic is the Chief Executive Officer of Cboe Australia He has worked as a broker his entire career, for large brokerage firms such as Deustche Ban...

Andrew Page is the Founder and Managing Director at Strawman.com - in this Quick Tip he discusses how to approach markets during down periods and ways of identifying companies that will be best placed to survive. As he says chance favours the prepared mind. How well are the companies in your portfolio going to weather stormy seas. Andrew has worked in the financial markets for over 20 years, with...

The environment that we've lived in over the past couple of years in particular with whole new asset classes like cryptocurrencies, just spawning up out of nowhere, the level of FOMO out there in the investment world is truly phenomenal. It can suck the best of us in. And it feels like Judgement Day for high growth unprofitable tech companies. I was joined by Shaun Weick from Wilson Asset Manageme...

What’s an AGM? A proxy? What powers do small retail shareholders wield to influence the board decisions of mighty companies on the ASX. Steve Mabb is the Chair of Australian Shareholders' Association the voice of small, retail shareholders. The Association presents a ride range of topics and education to members with meetings all around the country. Members can come along and chat with each other...

What do Star Wars, Noah, Teenage Mutant Ninja Turtles, and tattoos have to do with investing? Everything. Master storyteller Jonny Tomahawk uses the experiences of everyday life to point to valuable lessons about how we all mismanage our wealth. Jonny Tomahawk is the nom-de-plume of Craig Mercer, Chief Research Officer and Head of ESG at Dalton Investments (Australia) . Dalton Investments LLC is a...

It's all about the data and technology for Dr Laura Rusu, the Founder and CEO of LENSELL , a Fintech that aims to democratise access to financial information, helping people make better decisions with the Diversiview app. Diversiview analyses historical data about a range of shares and ETFs to show their correlation with each other and level of risk. Laura referred to links during the interview wh...

Greed, fear, euphoria, despair, over-confidence and regret. These are the greatest emotional obstacles in the way of stock market investing according to my guest  Dr Stanley Teitelbaum . In this episode we discussed the range of emotions that contribute to our poor investing outcomes, the negative thoughts that we experience and the steps to take to minimise their impact. Episode Blog Post:&n...

According to my guest, no-one can predict the economic environment we'll be in tomorrow or in a year's time. So the most robust portfolio you can construct is one that will withstand lots of different environments. Chris Brycki is the founder and CEO of Stockspot an Australian online investment adviser. They build custom portfolios using ETFs that access a range of different investments with low f...

How do expert investors choose companies to include in their portfolios? Having a systematic approach to investing might make all the difference. In this episode I'm joined by  Jessica Amir Australian Market Strategist at Saxo Markets There's a transcript and more info at the blog post: https://www.sharesforbeginners.com/blog/saxomarkets Here's a link to Jess' article that I based the intervi...

Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to their share price. You can find out more about Monash...