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.

My 3 investor takeaways from the week

The S&P/ASX 200 (ASX: XJO) notched an impressive 2.4% gain for the week despite just four days of trading. Here are my three key investor takeaways from the week.

Not short of a dollar

As the Greensill Capital and Archegos debacles showed, few companies are short of a dollar in 2021.

Buoyant conditions combined with highly dilutive capital raisings amid the pandemic, that in hindsight likely weren’t required, have companies flush with cash.

Last week we saw Cleanaway Waste Management Ltd (ASX: CWY) accelerate its proposed acquisition of competitor Suez’s Australian business.

We also saw Seven Group Holdings Ltd (ASX: SVW) utilise the ‘creep’ provisions to take its holding in Boral Limited (ASX: BLD) to around 20% of the shares on issue.

Records made to be broken

The flood of cheap money is also sending markets themselves higher, with the S&P 500 now joining the Dow Jones to trade at a new all-time high during the week.

This time, however, it isn’t the tech stocks driving performance, but rather a broad group of investment banks, financials, materials and manufacturers among others.

This sort of dispersion offers opportunities to active investors and makes the decision to undertake a passive approach at this point of the market a difficult one.

Volatility disappears

After spiking to 37 points in January amid the GameStop (NYSE: GME) saga, the US VIX or volatility index is trading at its lowest point in a year, falling 30% last month and hitting just 17 points today. Where it moves next is anyone’s guess.

Looking ahead, the ASX 200 is tipped to edge higher at the open on Monday. Afterpay and CSL shares are making headlines.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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.


Disclosure: At the time of publishing, Drew owns shares in Cleanaway.

Powered by

Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

Skip to content