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Edition: 12

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Edition 12

  • 26 April 2013

Look towards your investment horizon, asset owners need to take action, shareholder returns, not your average investor, the delight of compounding and the Rule of 72.

Look towards your investment horizon

Every super fund member fears a downturn, but with an expected working life of 45 years and retirement of 30 years, we need to look beyond the short -term. A look at stock market cycles helps with the long-term view.

Ownership requires taking action

A fundamental tenet of free market capitalism is that owners choose how their assets are used to their best advantage. Does this apply to shareholders? And do super fund members get to exercise such choice?

Not all growth is good

As equity holders we love to see companies reporting profit growth. In fact, we become wary if they don't. Find out how the wrong sort of growth can quickly and permanently destroy wealth.

There’s no such thing as an average investor

Models, statistics, historical data and forecasts can paint a picture of the average investor, but just who is average? Financial planning and investment decisions need to consider the individual.

Let’s talk more about compounding and the Rule of 72

Could this be the greatest mathematical discovery of all time? An appreciation of compounding is essential for understanding investments, and an accumulation index rather than a price index better measures performance.

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Which generation had it toughest?

Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate. 

Maybe it’s time to consider taxing the family home

Australia could unlock smarter investment and greater equity by reforming housing tax concessions. Rethinking exemptions on the family home could benefit most Australians, especially renters and owners of modest homes.

The best way to get rich and retire early

This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.

A perfect storm for housing affordability in Australia

Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.

Supercharging the ‘4% rule’ to ensure a richer retirement

The creator of the 4% rule for retirement withdrawals, Bill Bengen, has written a new book outlining fresh strategies to outlive your money, including holding fewer stocks in early retirement before increasing allocations.

Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

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