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Stock | Open ($)* | Close ($)* | Return |
---|---|---|---|
WOW | 36.50 | 38.18 | 5.62% |
REH | 16.56 | 18 | 8.70% |
NIC | 1.00 | 0.83 | -17.00% |
WES | 47.66 | 49.01 | 2.83% |
XRO | 77.39 | 111.28 | 43.79% |
CKF | 8.32 | 8.58 | 3.13% |
APX | 2.21 | 2.42 | 9.50% |
IDX | 2.98 | 3.4 | 14.09% |
ALL ORDS | 7456.1 | 7316.7 | -1.87% |
Average | 8.83% |
No Data Found
Past performance is not an indicator of future performance. Assuming equal portfolio weights of 12.5%. Dividends and execution costs are not included.
* Open Price: Open following report, Closing Price: Close before Next Report
Stock
Recommended 'Buy' Price 06.01.14
Closing Price as at 17.03.16
Total Return
TPM
5.32
10.31
93.80%
BTT
5.80
9.62
65.86%
VOC
3.60
7.66
112.78%
DMP
16.89
56.82
236.41%
RHC
43.23
60.78
40.60%
AMM
2.16
2.45
13.43%
Average Total Return
93.81%
ALL ORD
17.06.2022
1.865
-1.90%
ASX 200
17.06.2022
1.865
-2.94%
Outperformed All Ords By
95.71%
No Data Found
*Past performance is not an indicator of future performance. *Assuming equal portfolio weights of 16.67%.
Dividends and execution costs are not included. (KOSEC’s execution fees are 1.1% Inc GST or min $33). * AMM was taken over by VOC on 09/07/2015. Closing price for AMM reflective as of delisting.
Unlock the power of KOSEC and access not just one, but an entire team of seasoned professionals who are truly passionate about the stock market. Our experts are constantly immersed in market dynamics, dedicated to uncovering the most promising opportunities.
In return, clients are welcomed into a realm of abundant resources and unwavering support, available at your convenience from 8:30 am to 5:30 pm. Each trader meticulously tracks a selection of companies within the All Ordinaries index, delving deep into announcements, articles, institutional ratings, and performing technical analysis that could influence a company’s trajectory. These insights serve as a compass, guiding you to mitigate risks and maximize potential returns. Our mission is to elevate the retail client experience to match that of institutions, ensuring that you receive the highest standard of care and expertise every step of the way.
Immerse yourself in the heartbeat of daily global and domestic market dynamics. Stay up-to-date with the latest developments in commodities, currencies, and company news.
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Dive into a seamless blend of the latest updates and professional insights in our research, meticulously crafted to provide clients with the most recent information about top-performing companies on our watchlist.
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Engage in insightful discussions that dissect their latest developments, equipping you with the knowledge required to confidently pinpoint potential investment opportunities.
Elevate your insights through our exclusive live weekly webinars, held on Monday mornings, where our analysts delve into the latest macroeconomic developments spanning the US, China, Europe, and Australia. These engaging sessions also dissect news and analysis related to currencies and commodities.
Designed to enrich your market understanding, these webinars offer a holistic view that jumpstarts your week, seamlessly integrating you into our team’s discussions as if you were right here in our office every Monday morning. The experience culminates in a Q&A session, ensuring all your inquiries are met.
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Explore insights that unveil the heartbeat of the market, from macro and domestic news to the intricate dynamics of commodities and currencies. Venture deeper with sector analysis, explore pivotal company announcements, and gain a glimpse of the unfolding week ahead.
Our strategy is rooted in solid evidence and marked by transparency. Our investment team meticulously follows a systematic approach to handpick lucrative opportunities.
Accompanying the email is an informative video that delves into intricate aspects such as the company’s product or service offerings, macroeconomics, fundamentals, institutional valuations, and technical analysis. This not only imparts our clients with state-of-the-art insights but also unveils time-sensitive opportunities that can shape their investment journey.
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Submerge yourself in a dynamic world of financial insights as we delve into the latest developments in the global and domestic markets, uncovering the week’s standout companies, commodities, and currencies that wield potential influence over sectors and companies.
Experience firsthand insights from actual professional investors and traders who navigate the daily market complexities in search of opportunities. Each guest presents their unique investment perspectives, granting you access to novel ideas and cutting-edge information that can elevate your investment approach.
When we establish a private wealth account, we initiate the setup of a brand-new bank account in collaboration with one of Australia’s leading banking institutions. This comprehensive service, including the account setup and ongoing support, is provided complimentary to clients. The seamless connection between the bank account and a trading account ensures effortless transactions.
Furthermore, this arrangement grants us third-party access, enabling continuous support and valuable insights into your holdings whenever required. You can find reassurance in the fact that our lines of communication are open and accessible via both phone and email between 8:30 am and 5:30 pm, Monday to Friday, ensuring our availability to offer any assistance you may require.
Navigating your journey could entail various queries, from contract notes and platform access to webinar participation and updating personal details. We’ve assembled a dedicated team ready to extend top-tier support, ensuring your experience is both seamless and exceptional, all of which is extended to you complimentary as a valued client. Feel encouraged to reach out to us via phone or email between 8:30 am and 5:30 pm, Monday to Friday, and it will be our pleasure to assist you in every possible way.
Unveil a world of decision-driving data: from the latest macroeconomic insights to currency and commodities forecasts, laser-focused sector analysis, insider trading intel, company-specific updates, fundamental analysis, institutional valuations, analyst ratings, broker consensus, thematic stocks, unparalleled insights, dynamic charting tools, and the force of Artificial Intelligence. Crafted with the expertise of industry professionals, this remarkable software was initially designed for internal use. Now, we’re opening the doors to you, granting unique access to a universe of knowledge.
Experience the brilliance of KOSEC Gems – a curated selection of top-performing companies with boundless potential. Our advanced watchlist feature keeps you in the loop with company-specific news and announcements that matter to you. All this and more, right at your fingertips, transforming your investment approach into an extraordinary journey.
Fostering a collaborative atmosphere, we extend an invitation to explore an array of stock market fundamentals, delve into the intricacies of fundamental analysis, understand our unique investment strategy, unravel the nuances of meticulous company valuations, and decode the intricacies of technical analysis. In this immersive session, clients are encouraged to pose questions about any market-related queries that intrigue them. This experience empowers our clients with an encompassing grasp of strategies finely honed to mitigate risk and amplify returns, all with the objective of elevating their proficiency as well-informed investors.
Explore an in-depth portfolio review that delves into the core of each business within your portfolio, ensuring a robust financial health assessment. To provide a more accurate valuation, we leverage our own valuation model for each company. Our meticulous analysis spans up to five years of data, ensuring consistent revenue, earnings, cash flow, operating margin, and ROE, coupled with manageable or declining debt. We also consider major institutional valuations and market sentiment towards the business, ensuring that clients hold undervalued companies, favoured by major institutions and thus reducing the risk of a declining stock price.
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Plunge into the depth of our comprehensive report, embarking on a meticulous journey through the realm of top-performing companies. With keen discernment, we analyze their financials, intricate product and service offerings, nuanced market positioning, the excellence of their executive teams, and shed light on any underlying risks. This report serves as your portal to comprehending the essence of these companies and the opportunities they present. This report acts as your gateway to grasping the core of these companies and the prospects they offer.
Engage in the exclusivity of one-on-one consultations, delving deep into a wealth of critical insights encompassing market conditions, impactful announcements, comprehensive fundamental analysis, and detailed company valuations.
Our team of seasoned analysts brings a wealth of knowledge to the table, spanning macroeconomic trends, commodities, and currencies. This ensures that you possess a well-rounded, 360-degree perspective of the investment landscape. Armed with these comprehensive insights, you’ll be well-prepared to navigate the dynamic financial markets with unwavering confidence and a sharp, clear vision.
Seize the advantage of partnering with a distinguished institution boasting extensive industry connections, unlocking access to a realm of exclusive off-market opportunities. In the dynamic field of corporate finance, these prospects span a spectrum that includes venture capital, initial public offerings (IPOs), pre-IPOs, placements, convertible notes and rights issues.
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Step into a vibrant community that thrives on fostering connections among our valued clients, offering exclusive interactions with like-minded peers and revered guests. Immerse yourself in a dynamic blend of professionals, including business luminaries, influential leaders, visionary politicians, and even accomplished athletes. Our meticulously curated events provide an unparalleled platform to engage in meaningful dialogues, exchange ideas, and forge invaluable relationships.
Elevate your networking experience by joining us at these captivating gatherings, where you’ll have the chance to connect with industry experts and our strategic partners. From insightful conversations to relaxed mingling, these events offer a prime opportunity to expand your horizons, deepen your market insights, and establish enduring connections within our thriving community.
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Nurturing these lasting and cherished partnerships is a foundational pillar of KOSEC’s unwavering dedication. To elevate the quality of these connections, we meticulously orchestrate exclusive quarterly luncheons held at prestigious restaurants.
These gatherings are thoughtfully designed to foster relaxed and engaging dialogues, providing our clients with the opportunity to delve into the latest news, intricacies of market dynamics, and insightful portfolio perspectives.
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Participate in our captivating interactive conferences, thoughtfully designed to provide investors with profound insights into the economy and key market trends. Delight in the opulent atmosphere of prestigious venues, accompanied by delectable canapes and beverages.
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Much like the lotus symbolizes knowledge, wisdom, and confidence, our software serves as a conduit for empowered decision-making. Rooted in the ethos of the lotus, Lotus Blue meticulously identifies investment-grade companies within the All Ords index, with an unwavering focus on factors like profitability and return on equity (ROE). These selections undergo meticulous refinement, earning ratings that mirror not only their financial consistency but also their excellence in product/service offerings and the strength of their management teams.
What initially evolved as an internal tool catering to our fund management endeavors has now been entrusted to you. The reins have been placed in your capable hands. Embrace this opportunity to take control and finely tune your stock selection process through an array of filters that meticulously consider crucial parameters. Just as the lotus flourishes with intention, our software empowers you to flourish in your investment journey with intention and precision.
Inspired by Warren Buffet’s remarkable ability to uncover hidden gems in the stock market, our journey began with the visionary leadership of our Founder, Michael Kodari. His goal was nothing short of elevating valuation methodologies to a new level of precision. To bring this vision to life, Michael collaborated with a team of brilliant mathematicians and data scientists, affiliated with the esteemed Fields Institute of Mathematics in Canada—a Nobel Prize-winning institution.
This innovation took shape through meticulous back-testing of major valuation models, resulting in the creation of a more robust and powerful intrinsic company valuation model. What sets us apart is our commitment to a comprehensive integration of a diverse range of financial metrics, a departure from conventional models. This holistic approach optimizes accuracy, giving our valuation model an unparalleled foundation of solidity and precision. Join us on this exciting journey where innovation meets precision, and your investment decisions are guided by the expertise of the best in the field.
Our relentless pursuit of a distinctive advantage propelled us to engineer a meticulously honed Artificial Intelligence/Machine Learning algorithm. Forged by a collaboration of exceptional programmers, data scientists, and mathematicians, this algorithm emerges as our beacon of strategic differentiation, setting us head and shoulders above the competition. This cutting-edge algorithm bestows upon us the power to swiftly discern time-sensitive opportunities that remain beyond the reach of conventional methods.
Through rapid analysis of thousands of pivotal data points, we unveil prospects that might otherwise elude human perception. Notably, this advanced technology equips us to precisely identify any potential risks associated with our clients’ holdings. In essence, we harmonize groundbreaking technology with a heritage of success, delivering an investment experience that is truly unparalleled. With us, innovation and legacy merge seamlessly, offering you a truly exceptional experience.
Our Portfolio Screener takes your investment analysis to the next level. It goes beyond the surface, delving deep into the financial health and key fundamental ratios of each company within your portfolio. But that’s just the initial step. Our tool elevates the process by meticulously comparing ratings and valuations from major institutions, in addition to utilizing our proprietary valuation model. As a cherry on top, every company is automatically charted, and a comprehensive technical analysis is conducted.
Prepare for a revolutionary transformation in your portfolio review approach. Our Portfolio Screener emerges as a true game-changer, illuminating the untapped potential of your portfolio and introducing an unparalleled level of clarity to your investment journey. With our tool at your side, you’re empowered to make informed decisions like never before.
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Tailor your experience with the choice between our standard or premium product and service offerings, aligning with your preferences. Seamlessly transition your portfolio or decide on the ideal investment amount. At KOSEC, each of our valued clients receives complimentary dedicated account support and assistance. Reach out to us at 1300 854 151 to connect with a representative who will expertly guide you through the next steps, including a smooth account opening process.
Paying your annual service fee is effortless—simply opt for credit or debit card payment over the phone or initiate a direct bank transfer. Your convenience matters, which is why your yearly service fee will automatically renew unless you decide otherwise. Your journey with us is designed to be effortless and fulfilling.
KOSEC takes immense pride in upholding exceptional standards while delivering a product and service offering of the utmost premium quality. Our foundation rests upon a robust, evidence-based, and transparent investment strategy, fostered by a culture of excellence and innovation. At the heart of our success lies a collective of the industry’s most brilliant talents, synergistically working together.
This cohesive approach empowers us to provide clients with access to exceptional opportunities that are rarely spotted in the market, elevating their investment experience to new heights.
Depending on the account type, the process may be as straightforward as sharing your name, residential address, contact number, date of birth, occupation, and Tax File Number.
We offer various account types to cater to different clients:
Certainly, your designated Private Wealth Client Assistant can facilitate a HIN (Holder Identification Number) transfer using a straightforward broker-to-broker transfer form. This transfer is both cost-free and swift, typically completed within 48 hours, while leaving your existing portfolio entirely unchanged.
Client funds are securely held in their own name with a prominent Australian banking institution. Whenever a transaction occurs, contract notes are issued under the respective client’s name.
We present our clients with opportunities and proceed with trades once we obtain their approval. Our commitment to full transparency empowers clients with enhanced control and security over their investments. It’s important to note that we provide factual information and do not provide specific advice to consider clients’ circumstances, needs, personal situations, or investment objectives.
Clients have the option to get in touch with our trading and dealing team at 1300 854 151, where one of our market experts can place transactions for you over the phone right away. Alternatively, you can also log in to your account and personally execute trades.
At KOSEC, in our commitment to deliver a superior service, we grant clients access to a team comprising traders, dealers, an analyst, and a client relationship manager. This comprehensive approach ensures that every client receives the utmost care and attention.
Upon setting up a client’s trading account, we can, upon request, provide them with a username and password, enabling online access to their account.
Absolutely not. KOSEC takes pride in its transparency, which means, unlike other institutions, we won’t burden you with any administrative fees, management fees, consultancy fees, cash holding fees, outperformance fees, or exit fees. Your costs are limited to an annual service fee and brokerage per transaction.
Our private wealth clients are cordially invited to schedule an appointment and visit our offices to engage in portfolio discussions. Appointments can be arranged from Monday to Friday, between 8:30 am and 5:30 pm.
Certainly, a majority of our clients possess a self-managed super fund (SMSF), an area we actively engage with as well.
Absolutely! The end of the financial year (EOFY) can be a busy time for investors as they arrange their financial affairs. We provide clients with all the necessary documentation, which is automatically sent to you at the end of the financial year without any additional costs.
Indeed, numerous clients oversee portfolios on behalf of another individual, a process achievable by completing a “Third Party Authority Form” and furnishing the necessary identification documents.
If your stocks are presently held with a different broker, they will be connected to your broking account’s HIN (Holder Identification Number) through CHESS sponsorship. A HIN, marked by a 10-digit number commencing with an ‘X’, serves to identify you as the proprietor of a collection of stocks. Conversely, if your shares aren’t under the purview of a broker, they are probably Issuer-sponsored and administered by the company’s chosen share registry. Such shares are assigned an SRN (Security Reference Number), which comprises nine or ten digits and starts with an ‘I’.
Certainly, you have the ability to do so. As long as the shares are registered under the same name as your KOSEC Private Wealth Account, one of our representatives can facilitate the transfer of these shares to your CHESS Sponsored HIN and execute their sale as per your instruction. Should the shares be registered under a different name, we can assist in opening separate accounts for you.
Absolutely, that’s achievable. The method to accomplish this is called an off-market transfer (OMT).
Should there be changes in your contact details, address, trust information, or other account particulars, please don’t hesitate to reach out to KOSEC at 1300 854 151 for further assistance and guidance.
Market orders are engineered for swift execution at the most favorable market price. In contrast, limit orders are crafted to stipulate a specific price at which an investor aims to either buy or sell a security.
Upon your preference, you can initiate the placement of contingent orders on your account, with the most typical being a stop loss or stop gain. A stop loss serves as a risk management tool in investment and trading, employed to restrict potential losses on a position. This entails an automatic sell order for a stock when its price reaches a pre-set level, known as the stop price. Conversely, ‘stop gain’ signifies a predetermined price point at which an investor chooses to sell a stock to secure profits.
You have a 14-day window, starting from the date of your initial payment, to request a refund for your annual service fee.
If the provided FAQs do not address your inquiry, kindly get in touch with a representative at 1300 854 151.
Chifley Tower, 2 Chifley Square,
Sydney NSW 2000
1300 854 151
© 2023 KOSEC | Kodari Securities Pty Ltd | ABN 90 147 963 755 | FSG | Terms & Conditions | Disclaimer & Legal
© 2023 KOSEC | Kodari Securities Pty Ltd
ABN 90 147 963 755
KOSEC - Kodari Securities does not provide any investment advice, nor is anything mentioned an offer to sell, or a solicitation of an offer to buy any security or other instrument. Anything discussed is for informational purposes only and does not address the circumstances or needs of any particular individual or entity. Investing in the stock market is high risk. Under no circumstances should investments be based solely on the information provided. We do not guarantee the security or completeness of information on this website and are not held liable. Kodari Securities PTY Ltd trading as KOSEC is a corporate authorized representative (AFSL no.246638) which is regulated by the Australian securities and investment commission (ASIC).