Category: Asset allocation

I was wrong! How to deal with FOMO in the markets.

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.”

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Is there even such a thing as a simple passive investment strategy?

frustratedman

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 “Is there even such a thing as a simple passive investment strategy?”

2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?

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.

Continue reading “2017 MEANS US SHARES OUTPERFORM EMERGING MARKETS, HIGHER BOND YIELDS, STRONG US DOLLAR, MORE VOLATILITY IN MARKETS. OR DOES IT?”

HOW TO RESPOND TO THE POPULARITY OF PASSIVE INVESTING?

 

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?”

YEAR 9 STUDENT AND PART TIME MCDONALD’S EMPLOYEE GOES FROM 0 TO 13 INVESTMENT PROPERTIES DURING THE SUMMER HOLIDAYS – HERE ARE HIS 5 TIPS FOR BECOMING A PROPERTY TYCOON

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  1. 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.

Continue reading “YEAR 9 STUDENT AND PART TIME MCDONALD’S EMPLOYEE GOES FROM 0 TO 13 INVESTMENT PROPERTIES DURING THE SUMMER HOLIDAYS – HERE ARE HIS 5 TIPS FOR BECOMING A PROPERTY TYCOON”