Thursday, 19 September 2019
Recently trending Most investors are wrong on dividend yield as incomeMy 10 biggest investment management lessonsLessons from the Future Fund for retail investorsFour companies riding the healthcare boomFive reasons SMSFs are making asset allocation changes
Within a few years, a massive global industry will shift its well-established form entirely as electric vehicles become the norm. But the opportunities might not be among the car makers.
Investing in a traditional index can be compared with taking the main road to a destination, but if you know the backroads and traffic conditions, you coud reach your goal quicker.
Investors are looking overseas for investments more than ever, but most do not hold some of their cash in US$. It gives exposure to the world's leading economy, perhaps at a higher rate.
A Chris Cuffe classic article that never ages. Every experienced investor develops a set of beliefs about how markets operate.
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Up, down or sideways? From disruption to de-globalisation, these six key themes will determine the sectors and companies that will do well in portfolios in coming years.
As term deposits no longer satisfy the need for income, more investors are turning to alternative sources. Here's a check on where three types of fixed income sit in the company funding structure.
Learn to make better decisions. We are human be-ings not human do-ings. We don’t always need to be active and switching investments often means selling and buying at exactly the wrong time.
If you think those darlings of the ASX, the WAAAX stocks, have the most spectacular valuation excesses, how about 80 cents to $280 in a few months? Poseidon was the biggest of all, and we don't learn the lessons.
Rebalacing can feel counterintuitive as you sell your winners and buy more losers. A reasonable compromise is to rebalance every 12 months, which might offer capital gains tax advantages.
Think you can pick winners? A minority of listed Australian companies make a profit and most are speculative stocks that will eventually disappear, taking the dreams and money of investors with them.
Investment styles go in and out of fashion and can explain why some fund managers spend long periods under- or out-performing an overall index. But what are these major styles?
The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.
The Annual Report from Australia's sovereign wealth fund reveals new ways it is investing in fixed income and alternatives. The Fund considers its portfolio as one overall risk position with downside protection in one asset class allowing more risk in another.
There are strong demographic trends in ageing and consumer spending and investing in the right healthcare companies can ride this wave as well as produce better health outcomes for people.
Substantial changes are underway in SMSFs which until recently held a narrow range of assets dominated by cash, term deposits and Australian equities. Trustees have never faced so many choices.
Changes implemented by super reforms since 1 July 2017 have brought greater incentives for spouses to equalise their superannuation balances, including tax and estate planning benefits.
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