Selfwealth

With the Productivity Commission estimating $3.5 trillion will change hands by 2050, there is a pressing need for all the generations to work together to ensure that this windfall legacy is not squandered.

The ASX 200 fell 3.8 per cent over the month, the biggest fall this year, as investors sought to understand the impact of war, economic factors and other concerns on markets at home and abroad, according to Selfwealth.

With deteriorating economic conditions dampening the banking outlook, some trading momentum may be leaving the sector after a strong two-month run. Six in 10 trades of big-four banks on the Selfwealth platform in July were sell orders, and headwinds are only picking up from here.

Analysis of June trading by Selfwealth platform users with portfolios of more than $1 million showed clear patterns in how different generations prefer to invest, with Baby Boomers seeking income and quality while Millennials and Gen X-ers prefer exposure to the clean-energy transition and ETFs.

Diversification is key for building long-term, sustainable wealth and managing risk. While no single approach is best, using several diversification strategies offers sound protection against portfolio volatility, writes Selfwealth brand and content lead Robert Marfell.

Berkshire Hathaway recently added 20.4 million shares of Apple, which now makes up about half its equity holdings. More recent moves suggest Warren Buffett may now be returning to his historical focus on value, via old-school energy investments.

After a three-month run as the most-traded ASX stock on Selfwealth’s platform, Neuron Pharmaceuticals ceded its spot to CBA in June as healthcare, mining and banking stocks jostled for investors’ attention.

OpenMarkets Group (OMG) is readying itself for an ASX listing following an announcement this week that it had made a series of board level appointments. “Major appointments include Naseema Sparks AM as chairman; Andrew Rutherford and Paul Rayson as non-executive directors; Bob Alexander as executive director and chief financial officer; and Phil Cussen as chief…

Peter White, The Inside Network: Welcome to another podcast from Datt Capital. My guest today is Emanuel Datt from Datt Capital. Emanuel…Welcome and congratulations on a great year. ED: Thanks, Pete. Its been a very good year for us, thankfully, and we hope it will continue. PW: On my reading, you’ve scored over a 30%…

Peter White, The Inside Network: Welcome to another podcast from The Inside Network. My guest today is Emanuel Datt from Datt Capital. Emanuel…Welcome and congratulations on a great year. Emanuel Datt, founder, Datt Capital: Thanks, Pete. It’s been a very good year for us, thankfully, and we hope it will continue. Peter White, The Inside…