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.
Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)
7 growth stocks for the next 10 years
Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)
Buy Hold Sell: 5 growing small caps for FY24
On the hunt for tomorrow’s CSL
Buy Hold Sell: 5 emerging healthcare heroes
Buy Hold Sell: 5 stocks rallying hard
The secrets to picking a winning small cap (and 2 fundie favourites)
Buy Hold Sell: 5 stocks with fantastic fundamentals
Buy Hold Sell: 5 ASX stocks for the ”goldilocks” scenario
How to find the highest quality large-cap stocks on the ASX
Buy Hold Sell: 5 large-cap stocks with rock-solid balance sheets
Buy Hold Sell: How bad will the fixed-rate mortgage cliff be (and 2 stocks that could still benefit)
Buy Hold Sell: Why energy stocks are cheaper than they’ve been in years (and 2 stocks on the rise)
Buy Hold Sell: 2 big tech buys and the fundies debate the sector’s next steps
3 dividend darlings (and 2 with adviser approval)
6 adviser-approved funds for income (and 2 to rid from your portfolio)
The 2023 guide to income for investors of all ages
Buy Hold Sell: 5 stocks for your radar right now
2 stocks fundies would bet the house on
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