Investments

Portfolio Performance: Year One

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It’s a double milestone here at wealth from thirty. Today is the first full year I’ve been running the WF30 portfolio which holds my personal stock investments. The second milestone is that this is my 100th post!!!! 🙂 🙂 🙂 Wooooohooooo! I didn’t imagine starting out that blogging could be so enjoyable or that I’d have […]

Investments

Recent Buy: Capilano Honey Ltd (CZZ.AX)

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If you buy honey, play a game with me – go find the jar and look at the branding – It’s okay, I’ll wait. If it was one of Allowrie, Wescobee, Barnes Naturals or Capilano then you buy Capilano Honey! Capliano have held somewhere between 45-52% of the Aussie market over the past decade. Capilano […]

Investments

Recent Buy: Smart Parking Ltd (SPZ.AX)

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Smart Parking Ltd (SPZ.AX) designs, develops and manages parking technology that is used mainly in Australia, New Zealand and the UK. It listed on the ASX as an Australian small-cap in 2013 as “Car Parking Technologies Ltd”. Interestingly, and important for understanding their financial data, the company was listed prior to 2013 as “Empire Beer […]

Investments

Recent Buy: Finsbury Growth and Income Trust (FGT.L)

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Not long after my investment in Aberforth Smaller Companies Trust (ASL.L), I bought shares of a second UK Investment Trust – Finsbury Growth and Income Trust (FGT.L). Finsbury invests principally in UK listed companies with an aim to outperform the FTSE All-Share Index (net dividends reinvested). The portfolio manager is Nick Train (via Lindsell Train). Nick’s […]

Investments

Recent Buy: Cadence Capital Ltd (CDM.AX)

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Those of you who come here often will know I have a soft spot for well-managed Listed Investment Companies or Trusts. One in particular I’ve owned before is Cadence Capital (CDM.AX), an LIC managed by Karl Siegling. Cadence was established 2003 with a focus on combining fundamental research and the wizardry (witchcraft?) of technical analysis. […]

Investments

Recent Buy: Telstra Ltd (TLS.AX)

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Telstra Corporation Ltd (TLS.AX) is an Australian provider of telecommunications and information products and services, focused mainly on fixed broadband, mobile, data & IP solutions, network and application services, and digital media. Telstra is an iconic Aussie company and one that became popular (notorious?) with Mum & Dad investors in the 1990’s and early 2000’s […]

Investments

Recent Sell: Pepper Group Ltd (PEP.AX)

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Pepper Group Ltd According to Morningstar, Pepper Group (PEP:AU) is a diversified, global financial services business comprising Lending, Advisory and Asset Management (aka Servicing) services across residential and commercial property sectors and provides loans for consumer, auto and equipment finance. The company has been operational since 2000, and listed on the ASX 31st June, 2015. It operates […]