Mockingbird Investment – Page 8 – Better returns through sharing ideas

January 11, 2021

Quiet Contrarian. Ep 12: Half Year Portfolio Update 2020

Portfolio Performance Portfolio has done well again, managing to outperform my benchmarks by ~9% depending on which one you want to look at. Here’s a bit of background on the Benchmarks I’ve been using: VAS – Vanguard Australian Shares ETF – Tracks the S&P/ASX 300 Index – Best for comparison to the Australian market VOO – Vanguard S&P 500 –...

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December 1, 2020

Quiet Contrarian. Ep 11: Trades for November 2020

After a couple of quiet months, there was quite a bit more action this month. Bit of a roller coaster, with the US elections and the Vaccine news causing a market rotation. Largely took this opportunity to clear out some mistakes, though did jump on one opportunity. Buys Regis Resources – RRL:ASX – A very safely run gold miner. My...

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November 23, 2020

Mocker Monday. 23 November.

Markets China makes first step towards taking control of world copper market (Smallcaps) The next 10 bagger won’t be cheap (Livewire Markets) Why did the ASX melt down on Monday and can I get compensation? (ABC News) Vaccine brings FOMO (fear of multiples overstretched) (Livewire Markets) The Idea Multiplier The Idea Multiplier: An acceleration in innovation is coming (Vanguard Institutional)...

Ideas

November 9, 2020

Mocker Monday. 9 November.

The big news over the last month has been the US election. So in light of that here’s a really interesting video we liked that covers some of the application of science and technology in finding gold deposits. AMA Presentation Nov 2020 (Resolution Minerals Ltd) One in four Mockers holds RML minerals as small portion of their portfolio, and they...

Ideas

November 9, 2020

Quiet Contrarian. Ep 10: Trades for October 2020

Another slow month. A few orders put in but nothing triggered… Nothing to see here.

Stories

October 19, 2020

The Amateur Investor Ep. 18: Gains and Ethics

One of my favorite songs, and trust me I have a few, is Marvin Gaye’s Trouble Man. The opening always gives me goosebumps, reminding me of a time I long for but never got to live in. But one of the lines that always stuck with me in that song is the part where Gaye talks about the only things...

Ideas

October 6, 2020

Mocker Monday (but on a Tuesday). 6 October

Property The macroeconomics of Australian residential property investing (Damien Klassen – Nucleus Wealth) Beer Pedro Earp on the Business of Beer (Masters in Business Podcast – Bloomberg)

Ideas

October 1, 2020

Quiet Contrarian. Ep 9: Trades for September 2020

It’s been a quiet month. No trades made. The US market has pulled back a bit from last month’s highs, but is still looking quite overbaked, sitting at~175% of GDP. The ASX is much more reasonably valued (TMCGDP of ~101% or 115% at current and 10% drop GDP respectively), and has also pulled back, in line with the US markets,...

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