Monday, December 01, 2014
Using New Digital Skaffold, Shepherd from our member experience team simulates how a SMSF investor in pension phase would use Skaffold to build a filter and find opportunities, review their portfolio and evaluate stocks in detail.
Watch this video to discover how you can compare two or more companies using Skaffold’s world-first, easy to read visuals and tables.
Tuesday, September 23, 2014
With reporting season now behind us, all eyes should be on recent IPOs where core investors - courtesy of having satisfied escrow arrangements - are finally allowed to sell-down their stake in the business.
With the 58 floats in the 2014 financial year progressively coming off escrow, there could potentially be $3 billion in shares coming to market in the weeks ahead.
You need to watch closely whether the market has sufficient appetite to soak up this imminent flood of shares.
Monday, July 28, 2014
Do you think you can beat the financial experts at their own game?
Of course you do, that’s why you run your own SMSF.
In a special SMSF report, AFR reporter Alexandra Cain revealed 10 tips to help you boost the performance of your SMSF.
Be educated, shun expensive investments (invest in shares directly rather than expensive managed funds) and maximise the size of your share portfolio are just three tips from two of Australia’s leading SMSF accountants.
Monday, July 28, 2014
Whilst it may sound fancy, ‘share portfolio management’ simply describes the art of deciding what proportion of your capital is allocated to a single stock or sector.
While you may have given little thought to portfolio allocation (aka portfolio weightings) when you first started buying shares, the risks of getting it wrong only intensifies the more you have invested in the stock market.
Even the world’s best stock pickers get it wrong. Having more than six to 10 per cent of your total portfolio value exposed to any single stock probably isn’t a great idea.
Tuesday, January 21, 2014
Buying top-notch stocks at below their true value is the hallmark of successful value investors.
For the past two years Money magazine has asked Skaffold.com to name the Top 50 undervalued stocks, including five standouts.
Skaffold’s 2013 top stocks produced exceptional results and outperformed the All Ords Accumulation Index, as our 2012 portfolio had done the previous year. Assuming you invested $50,000 equally across the 2012 Top 5 stocks on 10 January 2012, sold on 11 January 2013, then purchased the 2013 Top 5 stocks, and sold on 10 January 2014, your 2 year return, including capital gains and income, would be 21.3% p.a.. Over the same period the All Ords Accumulation Index returned 17.5% p.a.. Skaffold’s Top Stocks outperformed the Index by 3.8% p.a.. That equates to $4,560 more profit in your pocket.
On 6 February 2014 Money magazine will hit the newsstands, unveiling Skaffold’s top stocks for 2014, which for the first time includes global shares.
Until then, here is a rundown on Skaffold’s 2012 and 2013 Money portfolios, and how the stocks stack up in Skaffold today.
Monday, June 03, 2013
Whilst no one tool for successful investing should ever be used in isolation, return on equity (ROE) is regarded by Skaffold as the single best indicator of business performance, so long as debt levels are rational.
As a key measure of how well a company is managing its equity, return on equity - net profit divided by (shareholder) equity - determines the level of profitability a company earns on the equity capital it has raised and retained. As a value investor, you should be looking for stocks that can deliver a return on equity above Skaffold’s recommended 15 per cent.
Friday, December 07, 2012
Exclusively for Skaffold Members, Roger Montgomery explains why Skaffold is a vital part of his investment process and demonstrates how he uses Skaffold to identify extraordinary businesses.
Wednesday, October 17, 2012
So you’ve narrowed down the 1800-odd stocks listed on the ASX to a handful that meet your investment criteria, how do you determine the appropriate time to add those shares to your portfolio? What is the Skaffold Score and how can you apply it to your stock research? And once you’ve built a portfolio of top-quality stocks, how do you monitor the performance of the managers of your businesses? Portfolio Manager Russell Muldoon and Skaffold’s Member Experience Expert Jeremy Wilson answer these questions in our latest webinar.