Summerhill Financial Services, based in Australia, provides of financial planning services to help build, manage and protect your wealth.
Taken at the Pink Palace at Monaco in September 2004
Heightened market volatility has tested the discipline of investors. In this video, David Booth, the CEO and founder of Dimensional Fund Advisors explains why it makes sense to stay invested in equities.
The video can be accessed online at http://www.dfaau.com/library/videos/stick_around/
It can also be downloaded to your iPod or MP3 player by clicking on the link below:
Momentum is defined as the impetus to go forward, develop or get stronger. In investment terms, employing a momentum strategy is taking advantage of observable trending in share prices. Simply, a momentum strategy takes into account that stocks that have done well over the previous few months tend to continue to do well over the ensuing months. Likewise, stocks that have been tanking, tend to continue to head south. (more…)
You may have started to hear or may shortly hear the term ‘market capitulation’ after the end of this week’s share market falls around the world. But what is ‘market capitulation’? (more…)
It has been an eventful week in financial markets this week, with the US investment bank, Lehman Brothers forced to file for bankruptcy, Merrill Lynch agreed to being bought by the Bank of America to get them out of trouble and now the US Government stepping in with financial assistance to prevent AIG falling over. Many in the media are already calling the start of this week ‘Black Monday’, combined with another large fall overnight in US markets.
Given the recent falls in the Australian sharemarket - particularly banking stocks - we thought it would be interesting to review the top 10 holdings of the Australian large companies and value companies in your portfolio. As at 30 June 2008, the holdings in your Australian large company and value company portfolios were: (more…)
Given the recent market volatility, we thought we would take the opportunity to remind clients what we do behind the scenes in managing their investment portfolios, and ensuring that each portfolio remains suitable during market periods such as these. (more…)
Anyone who watches the financial report on the nightly news will be aware of media discussion about this being a new ‘bear’ market. (more…)
Have you ever known a compulsive hoarder? They’re people who collect stuff that they can’t bring themselves to sell, even if they have no further use for it.
If you’re stumbling around in the dark trying to figure out which countries’ markets will perform best in 2007, rest easy. I have seen the light.
Guiding me to the answers was an emailed invitation from the editor of Forbes magazine to join other “serious investors” and take a “sneak peak into 2007″.