Advised investors, retirees diversify stock purchases: AUSIEX
The most recent Australian Securities Exchange (ASX) reporting season saw some of the highest trading levels on record, according to wholesale platform AUSIEX, with retirees and older Australians dominating and advisers encouraging diversification.
AUSIEX data sourced from a sample of its platform users found traded value jumped almost 40 per cent during the latest reporting seasons compared to the previous 23 trading days in July, with a 28.5 per cent hike also seen when comparing the 2024 earnings season.
Retirees and the ‘Baby Boomer’ cohorts trumped the other generations according to the trading data, joining advised investors who saw a 22.5 per cent increase from the 23-day period and 26.19 per cent from the 2024 earnings season.
Across the market comprised of advised and direct retail investors and self-managed super funds (SMSFs), the banks suffered during the 2025 reporting season with Westpac, Commonwealth Bank and Macquarie Group among the top 10 sells. Blue chip industrials and resources companies enjoyed renewed interest from the market, while advised investors and SMSFs looked to diversify their holdings across technology, resources, exchange traded funds (ETFs), real estate and healthcare.
The top 10 stock purchases made by advised investors were:
- Nextdc
- CSL
- Northern Star Resources
- BHP
- Woodside
- AGL
- Macquarie Group
- Amcor
- Cochlear
- Rea Group
The top 10 buys made by advised SMSFs were:
- Nextdc
- Macquarie Group
- CSL
- Northern Star Resources
- Westpac
- Wesfarmers
- Bramble
- Vanguard Australian Corporate Fix Interest Index ETF
- BHP
- Amcor
The top 10 buys made by retail investors were:
- CSL
- Pilbara Minerals
- DroneShield
- Boss Energy
- BHP
- AGL
- Commonwealth Bank
- Mineral Resources
- Fortescue
- Telix Pharmaceuticals
The top 10 purchases made by retail SMSFs were:
- CSL
- BHP
- AGL
- Commonwealth Bank
- Pilbara Minerals
- Woodside
- Woolworths
- Amcor
- Mineral Resources
- Canopy Growth Corp (Nasdaq)
I expect whatever outcome occurs, certain super fund trustees will get a great deal.
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