Buy Hold Sell, by Livewire Markets
Business:Investing
Like any great football team, an investor's portfolio should feature an astute line-up of players, those for both offence and defence.
A portfolio's strikers boast growing, consistent earnings - market leaders with enviable management teams, investing in assets and services that play into long-term trends. Meanwhile, the defenders cushion your portfolio in volatile, uncertain, headwind-filled times - as we face now.
In this episode, Livewire's Ally Selby runs onto the ASX's pitch alongside WaveStone Capital's Raaz Bhuyan and Perpetual's James Rutledge for their Buy Hold Sell debuts.
Together, they analyse three long-term performers, including a lithium leader, a financial services giant, and one of Australia's best long-term growth stories. Raaz and James each consider whether these can continue to outperform in the months and years ahead.
And perhaps more importantly, the pair are tasked with helping investors avoid portfolio "own goals," assessing the potential protection afforded by Australia's biggest supermarket chain and a gold producer.
Note: This episode of Buy Hold Sell was shot on Wednesday 30 March 2022.
Read the edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-3-stocks-for-offence-and-2-for-defence/
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