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Hamilton Hindin Greene News

Portfolio rebalancing, is it worthwhile?

Rebalancing your portfolio is one of those beneficial habits—like flossing every day or dusting under the refrigerator—that’s easy to let slide. But if your portfolio’s equity exposure crept up over the past few years, the sudden market correction in February and March was a harsh reminder of why it’s a good idea. In this article, I’ll look at how different rebalancing frequencies have paid off in 2020’s turbulent market, as well as during other market drawdowns. In a nutshell, any...

Just The Tonic

Finsbury Growth & Income Trust (FGT) has been managed by Nick Train since January 2001. Given the economic uncertainty due to the global COVID-19 pandemic, he stresses the importance of determining which companies will survive and thrive, and which could ultimately fail. The manager also seeks to invest in firms that can take advantage of the upsurge in digital and software services, as technology is advancing at an accelerating pace. While Train rarely initiates new holdings in the fund, in...

The 100 Year Life: How to make longevity a blessing, and not a curse

WHEN Poles want to wish somebody well, they wish them a hundred years of life. This is a charming prospect, as long as the chances of it coming to pass are vanishingly small. But once it starts to look as though it might actually happen, you may think that people should be careful what they wish for you. As Lynda Gratton and Andrew Scott make arrestingly clear in their book The 100 Year Life, it will take a lot more than...

Retiree Spending Patterns Differ from Expectations

Recent analysis of real-world expenditure data from Australia has shown a dramatic fall-off in retiree spending as retirees age. Given the similarity between Australian and our demographics, this study provides useful information for retirees in New Zealand. How retirement spending falls The median retired couple’s expenditure falls by more than one-third (36.7%) as they move from their peak spending years in early retirement (65 to 69 years-of-age) and into older age (85 years and beyond). The decline in expenditure for couples...
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Jargon Busting - Capital Raises - What Are They And, Why Do They Occur?

Over the last couple of months, you have probably seen or heard this term on multiple occasions, Auckland Airport, Z Energy, Sky TV, Cochlear and Ramsay Healthcare are all examples of companies who have recently announced capital raises – but what exactly does it mean? A capital raise is where a company issues new shares in exchange for additional funds (or “capital”). The specifics of each raise will vary, but new shares will usually be offered at a discount to current...

International Stock Opportunity - Honeywell International Inc.

Honeywell traces its roots to inventor Albert Butz’s company, the Butz-Thermo Electric Regulator Company in 1885, which produced a predecessor to the modern thermostat. Honeywell has since developed into a conglomerate, operating four primary business segments, Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Honeywell is increasingly transforming itself into a software-industrial company serving diverse end markets like U.S. defence, e-commerce, and oil & gas. Our research provider Morningstar view Honeywell as one of the highest quality...
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Aussie Stock Opportunity - Transurban Group

Transurban Group is a leading toll road owner/operator, with a portfolio of assets in Australia and North America. Concession lives are fixed, with toll roads handed back to their respective governments debt-free at the end of the concession. The weighted average concession life of the portfolio is around 30 years. Toll roads have high barriers to entry and benefit from rising traffic volumes and tolls, which increase in line with the consumer price index or higher. Transurban is a stapled security,...
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NZ Defensive Income Stocks

Playing it safe goes beyond our reaction to COVID. As investors we need to look towards companies that are sustainable and reliable, regardless of the risk level we find ourselves in. Below is a table of defensive companies we believe will be able to provide a mixture of income and growth in the current environment. Please contact your adviser to discuss if these would be appropriate for your portfolio. Contact Energy – Business Description Contact Energy Limited (CEN) is a diversified...
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The Four Pillars of HHG's Managed Portfolio Strategy

The last couple of months have been volatile to say the least, and this has naturally presented a lot of challenges for investors. Recent years have seen markets rise in an almost uninterrupted fashion with only a few minor reversals. This has, perhaps, led to some complacency among investors. While markets globally seem to be in a bit of a holding pattern as investors contemplate their next move, HHG believes that now is the time for investors to reassess their strategy...
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Jargon Busting

Jargon Busting HHG want to make sure all our clients understand the terms we use, and the terms they are likely to come across in the business section, and other media. Given the current environment, we thought we’d look at some of the terms you are more likely to hear in tough times. Bear Market A bear market beings when stock prices fall by 20% or more from recent highs amid widespread pessimism and negative investor sentiment. Typically, bear markets are...
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