Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

SelfWealth (ASX:SWF) share price dips despite solid HY21 results

GameStop, Reddit, Robinhood, I've heard it all when talking about shares. Have you heard of SelfWealth Ltd (ASX: SWF)? Well if not, get a drink and enjoy my take on its stellar half-year (HY21) results.

GameStop, Reddit, Robinhood, I’ve heard it all when talking about shares. Have you heard of SelfWealth Ltd (ASX: SWF)? Well if not, grab a drink and enjoy my take on its stellar half-year (HY21) results.

SelfWealth listed in late 2017 and is Australia’s fastest-growing flat-fee ($9.50 per trade) share trading platform. Retail investors are able to invest in both Australian and US shares and use community-driven insights tools to improve their performance.

GameStop frenzy and US trading functionality pushes record customer growth

SelfWealth noted new client registrations from the start of 2021 have exceeded the previous peak growth levels experienced at the beginning of the COVID-19 pandemic. Just have a look below and see for yourself.

Source: ASX SWF announcement

Stop rubbing your eyes, the above figures are real. The GameStop craze definitely played a big part in the numbers as a record number of daily registrations (2,211) was recorded on 29 January 2021.

The pandemic-driven momentum in customer growth during the half translated to a significant boost in membership subscription revenue from $46,574 for HY20 to $210,081 for HY21. But this is not where SelfWealth makes most of its money.

More customers mean more trading revenue

SelfWealth’s wealth creation machine lies in its trading revenue as retail investors pay $9.50 (inc GST) on every trade. The key driver of trading revenue is trading volume.

The company continues to experience consistent growth in trading volumes as depicted below.

Source: ASX SWF announcement

The rise in trading volumes produced trading revenue of $6.22 million for HY21, compared to $1.23 million for HY20. This represented a major contribution to the total revenue of $8.43 million recorded for HY21.

Even though SelfWealth remains unprofitable, its loss after tax improved from -$1.45 million for HY20 to -$0.43 million for HY21.

Management outlook

SelfWealth’s Managing Director, Rob Edgley was pleased with how the company has executed and is excited about the much-anticipated new iOS app for SelfWealth clients.

Rob Edgley said, “The decision to focus our resources during 2020 on the development and launch of our US trading capability has proven to be the correct move. Interest in the US share market from Australian retail investors is at an all-time high. By providing simple access to this market at a reasonable price, we have seen unprecedented interest from new clients to join the SelfWealth trading platform. On top of this growth, we will be launching our much-anticipated iOS app for SelfWealth clients. The app will be launched next week and will enable clients to trade effortlessly on both domestic and US markets. The Android app will follow in the coming weeks. We expect the new app will increase trading velocity and assist in further growth for the Company.”

Is SelfWealth a name to remember or forget?

SelfWealth is causing major disruption among the traditional share trading platforms like CommSec operated by Commonwealth Bank of Australia (ASX: CBA) and Nabtrade of National Australia Bank (ASX: NAB).

It’s important to understand why the company is wreaking so much havoc. It appears SelfWealth offers a cheaper and more user-friendly platform with access to an online community.

I think the community aspect of SelfWealth’s platform has been a hidden driver of growth, especially since the pandemic. Investing journeys can often be overwhelming and lonely, so a platform that provides a network can empower investors.

Investors should be mindful that the record growth was a result of an unprecedented event, so one must question the sustainability of this wave of DIY investors over the long-term.

If SelfWealth continues to strengthen the community aspect of its business, I think it could be a name to remember.

Before you consider SelfWealth, I suggest getting a free Rask account and accessing our full stock reports. Click this link to join for free and access our analyst reports.

$50,000 per year in passive income from shares? Yes, please!

With interest rates UP, now could be one of the best times to start earning passive income from a portfolio. Imagine earning 4%, 5% — or more — in dividend passive income from the best shares, LICs, or ETFs… it’s like magic.

So how do the best investors do it?

Chief Investment Officer Owen Rask has just released his brand new passive income report. Owen has outlined 10 of his favourite ETFs and shares to watch, his rules for passive income investing, why he would buy ETFs before LICs and more.

You can INSTANTLY access Owen’s report for FREE by CLICKING HERE NOW and creating a 100% FREE Rask Account.

(Psst. By creating a free Rask account, you’ll also get access to 15+ online courses, 1,000+ podcasts, invites to events, a weekly value investing newsletter and more!)

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.

At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.
Skip to content