Hosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
Hosted on Acast. See acast.com/privacy for more information.
Hosted by Australian financial and investment advisers, Dylan Pargiter-Green & Luke Laretive, Wealth & Toil helps Australians navigate the global financial markets, optimise their finances, and strategise to get the most out of their businesses. We'll share some of our client's case studies, investment tips and a few of the lessons we've learned running financial advice and investment management companies.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
Hosted on Acast. See acast.com/privacy for more information.
In this episode of "Wealth and Toil," hosts Luke Laretive and Dylan Pargiter-Green discuss stock market investment factors including Quality, Growth, Value, Momentum and more.
Quality as an Investment Factor:
- Quality typically sustainable growth in earnings without excessive share issuance or debt. It often includes companies with strong balance sheets, efficient capital allocation, and stable earnings growth.
- How quality is determined through financial metrics like return on equity (ROE) and debt-to-equity ratios, plus the practical application of these metrics in evaluating a company's financial health and investment potential.
- high quality business usually correlates with low dividend payouts
Growth Investing
- This style focuses on companies expected to grow at an above-average rate compared to their industry or the overall market. This can involve higher risk, especially with companies that are not yet profitable but are expected to grow significantly.
Value Investing
- Picking stocks that appear to be trading for less than their intrinsic or book value with Warren Buffett a leading proponent of value investing. The nuances of identifying undervalued stocks may be overlooked by the market.
Momentum Investing
- Based on the trend that stocks which have performed well in the near past may continue to perform well. While momentum can be a powerful factor, it requires careful timing and the ability to anticipate when to enter and exit positions.
Practical Examples and Strategies:
- The discussion includes practical advice on applying these investment strategies in real-world scenarios, using examples from current market conditions and specific stocks.
Diversification
- We discuss the importance of diversification and the potential pitfalls of over-relying on specific investment factors without considering broader market and economic indicators.
General Advice Warning: This podcast is intended and contains general information on financial strategies, investments, and products only. Whilst Luke and Dylan are both licenced Financial Advisors, we don’t know your personal circumstances, goals or objectives. We highly recommend that you reach out to your Financial Advisor or investment professional to discuss any of the topics we have covered today before taking action.
Our full disclosure, copies of our financial services guides and additional information about Seneca Financial Solutions and Bold Wealth can be found below:
https://www.boldwealth.com.au/
Hosted on Acast. See acast.com/privacy for more information.