Tag: economy
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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.
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ASX 300 Portfolio Quarterly Update – 30th June 2025
The ASX 300 Portfolio excelled in Q2 2025, gaining 18.59%, significantly outperforming the ASX All Ordinaries at 13.16%. The top performers included Technology One and Pro Medicus. Two stocks were removed due to financial issues, while Aristocrat Leisure and ARB were added. The strategy aims for a long-term 15% annual return.
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Sold Half of Wisetech Global (ASX:WTC) and Technology One (ASX:TNE) in ASX300 Model Portfolio
Anton Crabbe emphasizes his investment strategy focusing on company fundamentals rather than market trends. He expresses concerns about Wisetech Global’s high PE ratio of 200 amid its strategic acquisition of e2open. Despite positive performance, uncertainties at the board level prompt Crabbe to consider taking profits from both Wisetech and Technology One.
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Understanding Brickworks (ASX:BKW) Business Structure and Financials
Brickworks (ASX:BKW) has a rich history since its establishment in 1908, now valued at $4.3 billion with diversified assets across building products and property. Despite a recent half-year loss due to property devaluation, BKW expects a profit rebound aided by its investment in Washington H Soul Pattinson and strong long-term demand in construction markets.
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BKW and SOL Merger: A Strategic Acquisition Overview
The merger between Brickworks and Soul Pattinson is largely a takeover by SOL, with shareholders receiving 72% of the new company, TopCo. Valued at $14 billion, the deal benefits BKW by relieving debt and ensuring focused management. The market reacts positively, suggesting potential value enhancement for both companies.
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Exploring Woodside Energy Global LNG Projects and Strategies
Woodside Energy (WDS), established in 1954, has evolved into a major global energy producer with a AU$40 billion market cap and US$13.1 billion revenue in FY24. Post-merger with BHP in 2022, WDS expanded production, yet struggles with profitability consistency and cash flow. They focus on LNG and future low-carbon solutions amid rising energy demand.
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High Levels of Debt Have Never Been Good for Investors!
By Anton Crabbe 24th May 2025 I am always surprised when I see market reactions to high debt levels and credit downgrades, as we have seen recently with US long-term bond yields touching 5%, their credit rating being downgraded. Also, credit rating agencies have indicated that Australia’s and some state government credit ratings (mainly Victoria)…
