Factor investing – standing on the shoulders of Giants - Melb In-Person & Online - June 2023

This meeting is available to financial members of the ATAA and registered visitors.

Melbourne Chapter In-Person and Online Meeting - THURSDAY 8 June 2023

In-Person meeting - 5.00 pm to 9:00 pm

Dinner with guest speaker and Q&A discussion - 8.15 pm onwards

Online meeting 6.00 pm to 8:00 pm (AEST)

How to attend this meeting: All attendees are required to register for this event.

In-Person meeting venue: Auburn Hotel, 85 Auburn Rd, Hawthorn East VIC 3122 (see map) First floor East Room (up the stairs and turn left - this is a different room to previous meetings). You must register for this event so as to reserve a seat (seats are limited and only for those who register).

Drink and meal orders: We have arranged with the hotel to have a bar tender in our function room to take drinks orders, and meal orders until 6pm. Orders will be placed on your personal tab, to be settled the same day. Drinks available at bar prices.

Transport: Auburn Railway Station is less than 200m around the corner. Parking in Auburn Rd and surrounding streets.

NOTE: A new in-person meeting segment will be a Guest Speaker-led Q&A general discussion over dinner from 8.15pm. More details below.

Meeting Agenda:

NETWORKING 5pm to 6pm: In-person networking, purchase drinks (at bar prices) and order dinner.

OPENING INTRODUCTION and HOUSEKEEPING: 6:00 to 6:05 pm

MEMBER SPEAKER: 6:05 to 6:40 pm

Robert Brain – Private Trader, Educator and Nimble Short-Term Investor

Topic: Dividend Harvesting – Definitive Guide

Twice each year, there are several weeks when many companies go ex-dividend and deliver dividends to their investors. Some investors buy and hold stocks primarily to capture the dividend for periodic income over time, while some traders try to harvest the dividends by holding the stock short term around the ex-dividend date.

There are problems with both of these strategies; but exactly what are the problems? What are the pros and cons of holding a stock for the dividend, either short term or long term? Did you know there are serious risks with either approach? Also, do you remember the broadly touted view that a stock’s share price will generally fall by the amount of the dividend? Well, that is absolute rubbish! It’s a complete furphy!!

In this session we will explore these issues, and in particular we will have a close look at how the share price typically performs around the ex-dividend date, and touch on things like:

• The amount of notice a company gives regarding the upcoming dividend details.
• How to find past dividend dates and dividend amounts.
• Some of the publicly published Dividend Yield figures are rather confusing, while some are deceptively wrong!
• Beware of seemingly large Dividend Yield amounts and special dividends.

About Robert Brain:

Robert has been studying the many aspects of technical analysis since 2006, and he is convinced that the share market price charts summarise the underlying opinions and emotions of the real market participants, and that every price chart tells a story. He also believes that Price Action Context is very relevant, and that Nimble Short-Term Investing is the way to go.

A few years ago Robert decided to combine his then casual interest in the share market with his extensive experience as an educator to develop his web-based Share Market Toolbox business to help investors and traders to refine their own strategies, and learn about the strategies of others. Robert is a private trader and educator, an ATAA Councillor in the Melbourne Chapter. He also runs the Australian BullCharts User Group with monthly Melbourne meetings and online webinar meetings. 

GUEST SPEAKER 6:40 to 8:00 pm

Elio D’Amato – Member of the Stockopedia Australasia Team

Topic: Factor investing – standing on the shoulders of Giants

The Factors that drive stock returns are constantly analysed by quant analysts and academics globally. While their findings are limited to the viewing of a select few, Stockopedia aims to make such institutional grade insights available to global investors.

Join Elio D'Amato (ex-Stock Doctor) from Stockopedia Australia and New Zealand as he unlocks the factors that drive stock returns, showcases the power of Stockopedia and talks about his own Momentum journey that he currently follows.

About Elio D’Amato: Member of the Stockopedia Australasia Team

Elio has had a distinguished career over two decades in the finance sector and his experience spans equities research, funds management and as a business owner. A renowned market educator and commentator both domestically and internationally, Elio is a key member of Stockopedia's Australasia Team, contributing to the research, distribution and customer fulfilment.

Approx 8.15pm – Either: guest speaker-led general discussion, OR T.A. case study, over dinner for the benefit of all.

For all of the people attending this session and staying for dinner, there will be a general markets Q&A, or a T.A. discussion, over dinner. This segment will NOT be broadcast and will NOT be recorded. It is for the benefit of the members and visitors who stay for dinner.

In-Person Registration: click here for the Melbourne in-person meeting registration.

Online Registration: click here for the online meeting registration.

ATAA Members and visitors attending the in-person or online meeting need to Register for this session using the links above. 

Further Information: Paul Ash, Melbourne ATAA Chapter President. Email:    

Next Meeting Date: Generally the second Thursday of each month.