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Income Report – July 3, 2018

Back in fashion Markets have certainly had an interesting year so far in 2018, with the strongest start in history, followed by a forceful correction and elevated volatility in February with concerns over rising interest rates . Fears over geopolitics waned, with angst more recently being confined to the prospect of a global trade war. This is all while the global economy, and company earnings, have largely been very strong. While the performance of the ASX in the first half of the year
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Income Report – April 24, 2018

Higher yields on the radar After a strong start to the year, markets endured some volatility, and this has dominated the period since our last review of the Income Portfolio. Investor angst has also it seems come full circle in that time, with fears over rising interest rates, usurped by unease over a global trade war, and actual shots fired across the bow in Syria. Recent sessions have though seen a steepening yield curve back in focus with the 10-year T
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Income Report – October 17, 2017

Rewarded for patience The Australian share market has sprung to life in recent days, but the reality is that the ASX200 has done very little since our last quarterly review of the Fat Prophets Income Portfolio. In total, the index has mustered a gain of just 1% in that time. The collection of high yielding stocks represented by the Fat Prophets Income Portfolio has taken a step back, with high yielding stalwarts CBA, QBE, and Telstra disappointing on various fronts. That said,
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Income Report – July 18, 2017

Holding the line Income stocks have been relatively mixed in the last quarter, with investors globally generally looking ahead to the prospect of further tightening by the Federal Reserve . The cautious words of Janet Yellen at her testimony last week have though indicated (as we have suggested) that official rates are not going to shoot up drastically overnight, and provides a good reason to maintain a concentrated basked of stable, income generating stocks. Closer to home, the RBA is clearly some way
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Income Report

Holding the line Income stocks have been relatively mixed in the last quarter, with investors globally generally looking ahead to the prospect of further tightening by the Federal Reserve . The cautious words of Janet Yellen at her testimony last week have though indicated (as we have suggested) that official rates are not going to shoot up drastically overnight, and provides a good reason to maintain a concentrated basked of stable, income generating stocks. Closer to
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Income Report

Raising the Bar Income stocks have taken a back seat over the past quarter, and this is evidenced by the performance of the income portfolio over the past quarter . This has been as the ‘Trump bump’ has continued to see risk come back on the table, and also as the reality of interest rate tightening in the US has started to hit home. The prospect of the yield curve steepening upwards is something we have
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Income Report

Raising the Bar Income stocks have taken a back seat over the past quarter, and this is evidenced by the performance of the income portfolio over the past quarter . This has been as the ‘Trump bump’ has continued to see risk come back on the table, and also as the reality of interest rate tightening in the US has started to hit home. The prospect of the yield curve steepening upwards is something we have
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Income Report

Raising the Bar Income stocks have taken a back seat over the past quarter, and this is evidenced by the performance of the income portfolio over the past quarter . This has been as the ‘Trump bump’ has continued to see risk come back on the table, and also as the reality of interest rate tightening in the US has started to hit home. The prospect of the yield curve steepening upwards is something we have
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Income Report

The Trump cardThere is no question that the election of Donald Trump has been the main game for investors since we last reviewed the performance of the Fat Prophets Income Report in FAT-AUS-794. While this is not to say that the actions of the Reserve Bank of Australia or the ongoing debate regarding a Brexit from the EU have faded to insignificance, but rather that the election of Donald Trump as the 45th President of the United States of America
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Income Report

Are we approaching a macro-economic cross-road or crisis?While Brexit risks are arguably still simmering away in the background, there is no doubt in our view that the key focus of the market is now the US election, and what the Federal Reserve is likely to do once America’s 45th president has been voted in. This is not to say that the ECB and the Bank of Japan are not a focus for global markets, but rather that the looming US
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Income Report

Cash is king, but income is your best friend With the dust from the recent Brexit vote still settling in global financial markets, it seems as good a time as any to promote the virtues of having income stocks in your portfolio. Since we last reviewed the income portfolio in FAT-AUS-769, the ASX 200 has moved from 5,137 to 5,281. Whilst a reasonable percentage increase of 2.8 percent, it is what happened between these two points that
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Income Report

Hanging tough around 5,000 As was the case when we published our last Income Report in mid-January, Australian shares (i.e. the S&P/ASX 200) have continued to find support at around the 5,000 point level. While volatility has reigned supreme since our last report, the index has in fact edged higher over this period, with the calming influence of the Federal Reserve seemingly providing the catalyst for the recent rally from 4,931 points on 11 April to the current level
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Income Report

Some good support in tough times To say that markets have been under pressure since our last review of the income portfolio, and thus far in 2016, would be something of an understatement. The Australian share market, along with many others globally, has made its worst start to a calendar year in living history, and has evoked fears that we are heading for GFC part II.   China has been leading the way on the downside with investors continuing to confuse the performance
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Income Report

Living up to its billing The Fat Prophets Income portfolio has continued to live up to its billing of delivering a robust and sustainable income stream, augmented by capital appreciation. The portfolio has also maintained an out-performance gap versus the broader market, although this was always bound to close to a certain extent when risk comes back on the table – which it has done since the middle of October (the time of our last update).   To date the Income
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Income Report

Coming into its own Against the backdrop of recent market volatility the Fat Prophets Income portfolio has come into its own of late. The overall performance of the portfolio has been tapered by about 1.2 percent since our last review in mid-July, but has outperformed the market significantly. To date the Income portfolio has delivered a total annualised return of 23.2 percent versus 18.7 percent for the ASX200. The out-performance gap versus the broader market highlights the intrinsic stability of the
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Stock Disclosure

ASX- Listed Australian stocks:

A1M, AAC, ABX, ABY, ADI.AU, AKE, ALK, AMC, AMI, ANN, ANZ, APA, ARB, ASM, AZS, BFC, BFC.AU, BHP, BKL, BLD, BOQ, BUB, BWP, CAT, CHC.AU, CHN.AX, CKF, CNR, COF.AX, CQE.AU, CSL, DHG, DMP, DXS.AU, ECF.AX, EHE.AUX, ELD, ENN.AX, ESS, EVN.AU, FAL, FATP.AX, FID, FMG, FPC.AU, FPP, GBS, GOLD, GOR.AU, GPT.AU, HUB, IDX, IGO, IPL, JHC.AX, JHX, KRR, MCR, MPL, NAB, NCM.AU, NEC, NML, NSR.AU, NST.AX, NUF, NXM, ORA, ORI, PAN, PAR.AU, PPS, PRN, QAN, QBE, RED, RIO, RXL, S32, SBM, SCG.AU, SCG-2, SFR, SGP, SHL, SLR, SRG, SRV.AU, SSPG-2, SSR, STO, SUN, SVY, TLS, TPG, TRS, TWE, VCX, WBC, WDS, WHC, X64, PDN, GNC, MGR, TYR, ATOM, 29M, RRL.AU, STO.AX, WDS.AX & GMD.AX

International stocks:

3382, 3690, 5930, 6506, 6954, 8058, 9432, 1128.HKE, 1818.HKE, 1821.HK, 1876.HKE, 1928.HKE, 1972.HKE, 2282.HKE, 2840.HKE, 2883.HKE, 3289.TKS, 3690.HKE, 388.HKE, 435.HK, 5929.TKS, 6367.TKS, 6481.TKS, 6758.TKS, 683.HKE, 69.HKE, 700.HKE, 7167.TKS, 7186.TKS, 7974.TKS, 823.HK, 8306.JP, 8316.JP, 8331.T, 8411.T, 8604.TKS, 8604-2, 8801.JP, 8804.TKS, 9684.TKS, AAL, AAPL.NAS, ABX.TSX, ACA.PAR, AIR, AMH.NYS, AMS, AMS.MAD, ANGPY, ANTO, APF, ARF, AT1.ETR, ATVI, ATYM, AUTO.LSE, AV, AVB.US, BA, BABA.NYS, BAC, BARC, BBOX.LSE, BGFD, BHP.NYS, BHR.NYS, BIDU.NAS, BKIA, BMW, BN, BNP.PAR, BP, BT.A, BXP.NYS, C, CAST.SE, CAT, CCH, CCL.LSE, CDE.NYS, CDE.US, CEY, CHL, COL.ES, CQR, CSCO, CSGN, CUZ.NYS, CVO.PA, DGE, DHC, DHI, DIS, DIS.NYS, DLR.NYS, DOM.LSE, ECMPA.AMS, ENAV-uk, ENTRA.OSL, ENX.PAR, EQIX, ESS.US, EXR.NYS, EZJ, FDX, FRES.LSE, G24, GDX.LSE, GDXJ.LSE, GDXJ.US, GEMD, GLD.ARC, GLEN, GOCO, GOLD.NYS, GOOG, GRG, GSK, HDB, HEIA.AMS, HL, HLT.NYS, HMY, HMY.NYS, HSW, HUFV.SE, IAG, IBN, IMG, IMPUY, ITRK, ITV, JHX.NYS, JP.8308, KGC, KIM.US, KNEBV.HEL, KWS, LEG.ETR, LEN, LGEN, LLOY, LRE, LSE, LVMH, MC.PAR, MCRO, MCRO.LSE, MKS, MOL, MONY, MRL.ES, MTN.NYS, NEM, NG, NSR, NWH.U.CA, NWH.UN.TSX, OXY, PETS, PG, PHE, PHE.LSE, PLATJPN, PLD.US, PLEF, PLG.CA, POLY, PPH, PSA.NYS, PZC, RB, REL, RELX, RI, RIGD, RIGD.LSI, RING, RMV.LSE, RNK, RR, SGE, SGRO.GB, SHEL, SIL, SKT, SKT.US, SLP, SMDS, SMI, SMSN.LSI, SN, SNE, SPG.US, SPK, SRC.US, STAY.NAS, SYY, TGYM, TJX.NYS, TME, TRNO.US, TSM, TTWO, TWR, UBER, ULVR, UMH.NYS, VER, VNO.NYS, VOD, VOW, VTR.US, WELL.K, WMG.NAS, WYNN, XERI.PK, XOM, YTRA, YUMC, ZG.NAS, URA, HEM.SE, 9888.CN, 9988.HK, 7163.JP, CDE.US, GENI.GB, PDN.AX, RIOT.US & ZG.US