Buy Hold Sell, by Livewire Markets
Business:Investing
Large caps had a smashing year in FY21. The S&P/ASX 100 index returned more than 20% over the past 12 months - which is pretty incredible when you think that in the five years prior the index only returned around 5.5%.
In fact, if you had invested in the benchmark at its COVID-low in March 2020, you would have enjoyed a nice 51% return (retrospect is a fickle thing, isn't it?).
In this episode of Buy Hold Sell, Livewire's Ally Selby is joined by First Sentier's David Wilson and Firetrail's Blake Henricks for a look at some of the best and worst-performing large caps from the past financial year. They'll share whether or not the winners still present good value and if the losers' fortunes could improve over the months ahead.
Plus, they'll share their #1 pick for the new financial year. What more could you want?
Note: This episode was filmed using Zencastr on the 7th of July 2021.
How to beat the inflation blues (and 2 stocks to do so)
Buy Hold Sell: 5 defensives to arm portfolios against future falls
Buy Hold Sell: 5 stocks the pros have been buying
Why the pros are still cautious (and whether you should be too)
Buy Hold Sell: 3 of the ASX’s most-shorted stocks (and 2 long-term compounders)
Buy Hold Sell: 3 dividend traps (and 2 you can trust)
3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)
Buy Hold Sell: 5 of the highest-yielding stocks on the ASX
Buy Hold Sell: 5 resilient cash cows
Small caps are in a bear market: Here’s what to do now
Buy Hold Sell: 3 of Australia’s hottest stocks (and 2 actual buys)
Buy Hold Sell: 2 big buys (and why fundies are split on tech’s next steps)
Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
Buy Hold Sell: Why fundies are bullish on energy (and 5 cracking stocks)
Buy Hold Sell: 5 industry-leading micro caps
2 winning stocks (and how rising costs impact those micro caps in your portfolio)
Buy Hold Sell: 3 micro-cap buys (and 2 facing headwinds)
Buy Hold Sell: 5 of your top stock picks
The 10 best management teams this reporting season
Buy Hold Sell: 3 stocks that smashed expectations (and 2 disappointments)
Create your
podcast in
minutes
It is Free
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast