Much has been written about Labor’s franking policy, so we bring together a range of possible strategies. It’s likely that even if implemented, it will not be in its current guise, so anyone affected should wait before taking action.
Tag Archives | investment strategies
The rise in bond rates in the US in 2018 has tilted investment opportunities away from the easy choice of collecting higher dividends on shares, and now, greater prudence is required.
Technological innovation is transforming industry. Asia is where much of it is happening. But traditional portfolio approaches need amending to take full advantage of opportunities in the tech-enabled sector.
Many people, especially SMSF trustees who expect to go on the age pension in future, remain confused about Labor’s proposed franking policy. These 10 emails confirm Labor’s position.
The concept of factor investing has been around for decades and features in many portfolios. A considered and patient use of factors can enhance investment performance but not short term in all market conditions.
Global small caps have outperformed large caps over the last 15 years, and offer sector and country diversity for Australian investors worthy of a small allocation in a portfolio, modelled at about 5%.
Everyone can be a naive investor at times, even the professionals. Outside of a sphere of expertise, the quality of investment decisions can suffer. Try to avoid being the ‘patsy’ in a transaction.
When a managed fund reports its amazing five-year track record, who actually experiences this same return? The timing of entry and exit and mismatched time horizons are counting against the average investor.
Here are three simple investment rules that should see you through the volatile times, or indeed all times. But for starters, it’s a good idea to have a plan, and a portfolio that suits you.
Dan Pink TED talk on motivation.
There are more than a few similarities between running and investing. Success in either discipline is about having specific goals and strategies, avoiding the big risks, and not diverting from your plan.
A report card from AQR’s tenth anniversary seminar in Sydney covering two of the presentations. One on market respect and strategy, the other in defence of High Frequency Trading and the role it plays.
Noel Whittaker kindly did a great write up of Cuffelinks in his own newsletter, which led to a surge in new registrations. He said, “The people behind Cuffelinks have high integrity, top skills, a great reputation, and share my passion for financial education. I know you will gain a lot from becoming a subscriber.” Noel’s excellent free newsletter has been published for 15 years, and you can subscribe on noelwhittaker.com.au, where he also has several useful calculators.
Following up on last week’s article on the ASX’s managed fund services, the announcement this week of the Foundation Members shows an impressive group of institutional and boutique fund managers.
Some of our best investing insights come from a few words issued by the most famous people in financial markets (or elsewhere). Do you know who said these gems?
It’s too simple to assume that more choice is better for consumers and investors. It can lead to indecision and inaction, and yet some platforms persist in adding dozens of funds each year to an already vast range.