The Walt Disney Company is the largest entertainment and media company in the world at the time of writing. It has a market capitalisation only slightly higher than the sector high flier – Netflix.
Disney is Entertainment Read more
There is much said about Apple’s products and their competitors, but regardless of the speculation, our investment criteria are the key factors we consider before buying their shares.
Applying the investment criteria to Apple Read more
Investing is an activity that does NOT provide immediate gratification. The results of the actions you take today will only be felt in the future. Your beliefs will govern your behaviour now, which will dictate the results you get later.
5 Beliefs that hold investors back Read more
“The biggest investing errors come NOT from factors that are informational or analytical. But from those that are psychological,”
Psychology of Investing through Market Crashes Read more
In this article, we look at index funds and mutual funds (also known as unit trusts) to explain how the fees differ in type and magnitude..
Investment Fees: understanding the impact Read more
Unlike speculators, investors have criteria against which they evaluate investment opportunities. Charlie Munger shared four criteria he and Warren Buffett use to evaluate an investment opportunity in the following interview: full interview here.
Why we invest in Walmart Read more
Generating sufficient retirement income from investments is one of the long-term goals for most investors. The correct investment strategy will provide a growing retirement income from dividends.
How does a crash impact retirement income? Read more
“But do they outperform the market?” This question is often used to determine the merit of an investment opportunity. But what does it mean to “beat the market” and is it even a useful measure?
But do they outperform the market? Read more
Starting a lifelong investment journey can be both exciting and fill one with trepidation. We recently interviewed a new AXIAM client about her feelings after 90 days of investing. Here are the new investor insights she shared with us.
New Investor Insights Read more
We shared our views on the year ahead at our 2018 Annual client meeting. In particular, we provided an overview of the market indicators we are watching.
Two Market Indicators to watch in 2018 Read more