Tag: interest rates
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Stock Note: VEEM (ASX:VEE)
VEE anticipates growth in its defence, propulsion, gyrostabilisers, and engineering sectors, having secured $14 million for working capital. They are exploring entry into the US defence supply chain, leveraging their manufacturing expertise. With a current PE ratio of 23.6, positive market updates are expected as demand rises.
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Westpac (ASX:WBC)
The author purchased shares of WBC, predicting a 10% return within a year despite a 5% decline today. Anticipating a grossed-up dividend of $1.00 in December, they expect the share price to rebound to $38-40 as the housing market stabilizes. They believe the market has overreacted and are optimistic about future investments.
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Westpac (ASX:WBC)
This is what all the carry on is about, expect housing credit growth down from 6.8% to 4.7% for FY27. It’s still a positive figure, they are expecting housing credit to grow in FY27, just not at 6.8%. I think that shows some real resilience and the underlying strength in the economy and housing. If…
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VEEM Ltd (ASX:VEE)
I like the look of VEE (Again) I have bought back into VEE. After having a look at them again I believe there is value in their share price of $0.51. I am looking at this investment from a minimum 2-4 year time frame. A few years ago the market got carried away and they…
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Economic Outlook 2026
Australia’s economy is projected to grow by 2.1% in 2026, bolstered by a robust labor market and high commodity demand. However, persistent labor shortages may hinder growth and increase inflation. The RBA is likely to maintain interest rates amid strong currency pressures. Housing supply issues could drive prices higher.
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ASX 300 Portfolio Update
Anton Crabbe’s January 2026 portfolio update reveals the sale of five stocks due to unsatisfactory financial metrics or declining performance, while adding Newmont Gold and Hansen Technologies. The portfolio shows a slight overall gain of 10.39%, with increased cash reserves. Crabbe aims to reassess potential investments following the upcoming reporting season.
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ASX 300 Portfolio Update
Anton Crabbe reports no changes in his investment portfolio, which is up 15.9%. He is busy with his business and house purchase but anticipates more content creation in 2026.
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Portfolio Risk and Diversification
The author, Anton Crabbe, discusses his preference for rules-based investing and active portfolio management, showcasing the superior performance of the actively managed ASX 300 Portfolio (up 22%) versus the ASX Concentrated Portfolio (up 12%). The concentration risk and stock weightings illustrate how performance can swing negatively due to underperforming stocks.
