The Cost of Cash

posted on February 1st, 2015 by Bellmont Research Team

In preparation for a recent presentation I came across a chart that had fallen off my radar, the RBA Cash Rate Chart. Given its basic name its one that is easily overlooked but a chart that is well worth keeping an eye on. Here is the most recent version published by the RBA (the cash rate is now 2.25% after the RBA decision on the 3rd Feb 2015). Read more

ASX 2015 Dividends

posted on December 29th, 2014 by Bellmont Research Team

images-2 Even though we are not yet through the Christmas/New Years season, for investors the dividend season is fast approaching. Most companies listed on the ASX 200 are going ex-dividend for half yearly dividends and frankings credits in February.  Read more

U3A October Melbourne Presentation

posted on October 8th, 2014 by David

U3A Bellmont Securities director David Montuoro was invited as a guest speaker at the U3A October 2014 Seminar Series in Melbourne. David spoke on considerations when building a share portfolio for your SMSF. If you missed the presentation or would like to download the presentation slides please see below. Read more

Investment taxes the single biggest cost for investors

posted on August 20th, 2014 by Bellmont Research Team

CGT Recent research out from APRA highlights just how important it is for investors to consider the tax impacts of their investing strategies Read more

Buy-Write Portfolio Update March 2014

posted on March 27th, 2014 by David

officePhoto We may have mentioned to you recently that we've been undertaking some extensive research projects, looking at optimising the way we manage the Bellmont Buy-Write Portfolio. We've now completed these projects, and are excited to be able to start implementing the findings in the next few days. Read more

ASA Presentation

posted on August 30th, 2013 by David

images-2 Introduction to Options & The Buy-Write Strategy by Simon Bylsma for the Australian Shareholders Association Read more

Option Series Pt. 3 – Aust Shareholders Association

posted on August 22nd, 2013 by Bellmont Research Team

options-header-3 We have arrived at the third and final part of our series on options. I hope this series, which introduces options, has shed some light on an unexplored area of investing. In this edition I will connect the concepts we have explored in the first two parts of this series and will introduce a simple options strategy that will lower your portfolio’s volatility Read more

Option Series Pt 2 – Aust Shareholders Association

posted on July 25th, 2013 by Bellmont Research Team

Options Series Part 2In the last edition of Equity I introduced some basic option concepts and in part two of this series I hope to build on those. As with any new concept options take time to understand, however if you stick with me you will discover some invaluable risk management tools that you can use for your own portfolio. Read more

Sydney Northern Beaches Investment Update

posted on June 18th, 2013 by David

Simon Bylsma Presents At The Sydney Northern Beaches Investment Update

SydneyNorthernBeachesPresentationFeaturedBellmont was delighted to host the Sydney Northern Beaches Investment Breakfast this morning. We would like to thank the Bayview Golf Club and their staff for the outstanding service as well as the many Northern Beaches professionals who attended. Read more

Option Series Pt. 1 – Aust Shareholders Association

posted on June 18th, 2013 by Bellmont Research Team

Simon Headshot Weighed down by complexity, investors have turned a blind eye to the risk management benefits of the ASX options market. Over the next three editions of Equity Magazine I hope to introduce you to options and show how they can be used within an investment portfolio to reduce volatility and lower your risk profile. Stick with me and Read more