Buy Hold Sell, by Livewire Markets
Business:Investing
If there is one lesson markets can bestow on their followers, it's humility. Not even the world's most respected economists get every macro call right, nor do the world's market animals consistently pick only winning stocks.
Getting things wrong, making mistakes, and replaying these (often) haunting moments in our heads is intrinsically human. But admitting when we get it wrong, and learning from these mistakes, is a particularly admirable skill.
At the outset of 2023, many predicted we would see a recession during the year. Equities, these market oracles warned, would tumble to fresh, painful lows. That, as we now know, has not happened. Instead, a handful of stocks have helped the S&P 500 push around 24% higher, while the ASX 200 is looking like it may end 2023 with close to double-digit gains.
It's fair to say then that investors, both professional and punter alike, would have made a few mistakes throughout the year. This anonymous writer sure has.
So, in the first of our Outlook Series videos for 2024, 12 of the country's top fund managers candidly reveal the positions and macro calls that have contributed to many a sleepless night in 2023. Plus, they also share what they have learnt from these mistakes so that you can become a better investor yourself over the year ahead.
Our featured fund managers include:
Note: You can read an edited transcript below. These interviews were filmed on Tuesday 12 December 2023.
https://www.livewiremarkets.com/wires/ouch-12-painful-calls-from-2023/
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
Buy Hold Sell: 5 boring stocks trading at beautiful prices
Buy Hold Sell: 5 long-term compounders for the bottom drawer
2 stocks facing headwinds (and the themes fundies are shorting in 2023)
Buy Hold Sell: 3 of the ASX’s most shorted stocks (and 2 long-term buys)
Buy Hold Sell: 3 ASX stocks dropping their dividends (and 2 on the way up)
6 stocks with sustainably high dividends (and 2 on the way south)
Buy Hold Sell: 5 high yielders trading at compelling prices
Buy Hold Sell: 3 rockstars (and 2 past their prime)
Why there’s still room in the tank for battery materials
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