Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi there - I have recently rolled over my Superannuation (Pension) from CFS into a SMSF and so am holding cash. Do you think that the equities market still offers good value? Nite I understand that your advice is always general in nature, and I will treat it as such.
Hi,
Short answer is yes. If we are not prepared to buy something, we wouldn’t hold it at today’s prices. We are long term believers in equities, but we manage our portfolios actively. As the markets demonstrated repeatedly over recent years there are plenty of stocks that rally & fall in a strong market, and of course vice-versa – the benefit of being active managers as opposed to an ETF which generally track an index, i.e. one of the reasons we enjoyed a good 2023 was the avoidance of the lithium sector, a simple macro call. A great example of differing relative performance can be seen by the largest two stocks on the ASX so far in 2024:
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