Equities for income – the best of both worlds?

Wed 18 December 2019 09:25 AM

Recent articles

Equities have traditionally been seen as a ‘growth’ investment, but investors have increasingly become dependent on dividends and franking credits for their income. A dividend bonanza in early 2019 has rewarded many income investors, however some have hurt badly with unexpected dividend cuts from former blue chips. So how to manage an income-focussed equity portfolio?

Dr Don Hamson from Plato Investment Management manages investors’ funds explicitly for equity income, and shares his thoughts on:

Why he often avoids the highest yielding stocks
How to avoid dividend traps, where both income and share prices fall
Where to find a 20% yield and a rising share price, and
Whether dividends are likely to trend lower over the coming year.

Recent articles

NTR1936 Social Media Tile 800x446 YW silverwall

A virologist and portfolio manager talks COVID19, healthcare stocks and what the future holds

Platinum’s Dr Bianca Ogden has a PhD in virology, and manages their Global Healthcare Fund. On this podcast, Platinum’s Julian McCormack told investors to take money off the table in 2019, saying sectors of the market were hugely overvalued. So what are they saying now?

24 March 2020

NTR1936 Social Media Tile 800x446 YW headphones

Navigating a crisis with David Koch

Kochie has been a business journalist – and a business owner – covering economics and business for more than four decades. He’s seen – and survived - the Global Financial Crisis, the tech wreck, 1987’s Black Monday, the Asian Financial Crises and even the Gold Crisis of the late 1970s. So what can he tell us about how to survive as an investor and/or as a business owner about how to manage the coming weeks and months?

24 March 2020

Is this it? End of the bull market or buying opportunity?

The ASX200 had its largest one day fall since the GFC this week, the S&P500 was closed to prevent a fall of more than 7% in a session, and record highs are a distant memory. Coronavirus and oil shocks are creating worldwide disruption and investors are fearing recession – or worse.

10 March 2020

We've hit 100 episodes

Thank you for your support, topic suggestions and listening in. To celebrate our 100th episode we've prepared a short video with some of the highlights from the past 100 episodes.

27 February 2020