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.
4 stocks for offence and defence for today’s volatile markets
Buy Hold Sell: 4 quality stocks for value AND growth
Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
5 crowded trades to avoid in 2023
15 bold predictions for the year ahead
15 investment themes for your radar in 2023
The top macro indicators to watch in 2023
No bears here: The 6 bulls you’ll meet in 2023
The #1 stock picks for 2023
Ouch! 9 painful calls from 2022
Buy Hold Sell: 5 stocks for a Santa Rally
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
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