Recent content by umbrella

Yes, I have only listed the "top picks". Too many choices can be a bad thing.

I have compiled a watchlist from the Top Picks in the 2020 Stock Picking Competition, looking for a next breakout stock. I am happy to share my work. A link to the watchlist portfolio is at the bottom. I have not included LICs and ETFs because they will never "breakout" and so there is...

@Nickobud Here is a link to a possible portfolio sorted by dividend streak. https://www.dropbox.com/s/0rqanpc7rnd8pg2/Growth%20Filter.jpg?dl=0 The filter is; 5 years CAGR EPS >5% 5 years CAGR DPS >4% ROE >12% Yield >1.2%

Comparing the US markets to the ASX is akin to comparing the quality of an apple vs an orange. For instance Dividends in the US are taxed in the hands of the investor so there is effectively double taxation (Once on the profit made by the company and again when a dividend is paid to the...