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Robin Bowerman

To speculate or not to speculate

More retail investors than ever are speculating on the stock market, driven to FOMO by the success of others. Here are five rules which have stood the test of time rather than hoping speculation works.

Vital lessons from the long-term Index Chart

A look at long-term performance gives a sense of perspective that helps tune out short-term noise, focus on your long-term goals and ‘stay the course’. Here are some interactive charts.

Vale Jack Bogle

As Warren Buffett said: "If a statue is ever erected to honour the person who has done the most for American investors, the hands-down choice should be Jack Bogle." The 'father of indexing' died last week.

Reverse mortgages: short-term gain, long-term pain

As the population ages and property prices rise rise, equity in owner homes has more potential as a significant source of 'retirement income'. But an ASIC report highlights complexities in reverse mortgages not well understood.

Interactive: where will your goals take you?

This excellent Interactive Index Chart shows market performance of various asset classes since 1970, and allows readers to compare the growth of $10,000 invested in these asset classes over historical periods.

Some trustees should self-manage out of SMSFs

Although over one million Australians are trustees of SMSFs, ASIC reports that many do not have the expertise or time to take responsibility to manage their own superannuation.

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Investment strategies

Dog-eat-dinner: a tough day in the life of a broker analyst

What do stock analysts do in reporting season, faced with hundreds of company reports? Take a look inside the secret world of broking and the analysts burning the midnight oil for a month, hoping for a special insight.

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What drives Australian versus global equity performance?

We tend to think of the 'stockmarket' as one beast, but it pays to know the drivers of the different parts, especially global versus Australian stocks. The outlook favours global due to better sector exposure.

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Invest in Australian value stocks before it is too late

By now, we know 'growth' stocks have outperformed 'value' for many years and investors look to the future, but there are good reasons why the switch is on, especially as value companies emerge from the pandemic.  

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Gains of a lifetime reward new retail investors

Nobody knows how to pick the bottom of the market, but new investors did well in 2020. They captured most of the returns since the lows, and contrary to popular opinion, they are not punting away on tech stocks. 

Investment strategies

FANMAG: Because FAANGs are so yesterday

FANMAG returns have been strong but not relative to their predecessors. Looking at a broader group of large tech companies, most have lagged the market. Fad-based investing is no substitute for broad diversification.

Overdue overhaul of Australia’s aged care system

To support a better aged care system appropriate to the needs of all Australians, critical changes are needed including a new financing approach. The current system has failed seniors, carers and providers for years. 

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‘Super-defensive equities’ may rescue struggling 60/40 portfolios

The 60/40 portfolio has been the mainstay of 'default' Australian investing, but large allocations to bonds compromise returns when rates are low. Strategies with exposures negatively-correlated to equities are needed.

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