I thought this article may of be interest to the readers of my blog. My sense is that some Australian investors may rely too much on historical returns from the best global equity markets in history. Continue reading “Factors to Consider When Going Global with Your Asset Allocation.”
I thought I would go with this heading after seeing so many financial pundits on social media focusing on how right they were shortly after the recent correction. Continue reading “I was wrong! How to deal with FOMO in the markets.”
Is there even such a thing as a simple passive investment strategy?
Before rushing into ASX index ETFs or index hugging low fee LICs, there are many behavioural biases to think about. I will explore below what you should think about first to better equip yourself to this popular strategy.
Firstly, let’s get started early with the obligatory Warren Buffett reference you always come across from any financial article in the media. (Hey at least I didn’t put it in the headline with a huge picture like most do). I consider a key driver behind the popularity of ETFs in recent times is due to media attention given to Warren Buffett’s Berkshire letter in 2013 that discussed a strategy for the trustee for his wife’s inheritance. Continue reading “ASX INDEX ETFs, LOW FEE GRANDFATHER LICs SIMPLE NOT EASY.”
It is funny how in early January we see so many articles in the media from pundits predicting how the various asset classes will perform over the next 12 months. For these couple of weeks in the year, suddenly it is critical that we form an exact 12 months view of various asset classes, with often precise end of year targets.
There has been quite a bit of shift in what is driving performance on the ASX since the 3rd quarter of 2016. At that time, I was surprised to note the extent of the outperformance of small caps compared to large caps for the previous year. Continue reading “HOW TO RESPOND TO THE POPULARITY OF PASSIVE INVESTING?”
- LEVERAGE 2. LEVERAGE 3. LEVERAGE 4. LEVERAGE 5. HOPE
My ramble on the property market, the banks, APRA, index investing, market timing and diversification.
Ok so you probably gathered I am experimenting with a bit of click bait.
I first made comment about CLT for the share idea website back in March this year.
The stock was trading at 18 cents at the time and has since paid a 1.25 cent divided. Last week it received a proportional (83%) takeover offer at 28 cents. Continue reading “COMMENTS ON CLT, APW, AIK, GDXJ:US, RMS”
I have made a guest post on a website I only recently came across, but now see it as being a useful tool for many investors. My article here touches on points I probably have already made on the blog but thought I shall share the link here anyway.
Let me admit from the start I’ve been quite cautious about overall market levels for over a couple of years at least so it may pay to ignore this post!
Most are probably aware but I wanted to note the performance of the ASX larger stocks versus the smaller sized counterparts. Continue reading “Small Ordinaries major bull market, is it time to get a bit defensive? Sales of ELD & NUF.”
I would have to admit I am quite staggered by the moves we have seen since Brexit. I am not surprised that the market found some support given the initial panic, but to post new highs so quickly together with highs in bonds and in the gold price was a shock to me. Continue reading “Various recent portfolio changes”
I sold my EVN shares today at 2.77. Note this is purely from staying within my maximum allowable asset allocations as touched on in the “about me” section of this blog. I remain positive on gold. Continue reading “Rebalancing discipline.”
At the beginning of May, I did de-risk the portfolio via shorts in the Dow Jones and also some well out of the money put options in the S&P 500. Currently this decision is looking unnecessary, with May seeing risk appetite being fine. Continue reading “May update – market calm about the Fed”
The main thing I wanted to touch on was volatility which is fairly low again after spiking late January. On rare occasions I may examine using this reduced volatility to provide a little further protection by buying S&P 500 put options and I have elected to do so today. A few reasons have lead me to this. Continue reading “Volatility and some portfolio protection”