Portfolio Update

One of the policy areas where the Coalition and Labor differed most was delivery of a national broadband network. There are other policies--such as Australia’s carbon tax--where change is on the horizon. Here’s how the Coalition’s win affects AE Portfolio Holdings. Read More

Our exposure to gold has brought nothing but red ink. Our experience with Newcrest Mining Ltd (ASX: NCM, OTC: NCMGF, ADR: NCMGY) will provide value, however, with the lessons we’ve learned about exercising stronger sell discipline. Read More