Tag: ASX Listed Investment Companies

Guest Post – The ‘Melbourne Cup of LICs’: Our form guide and three favourites

This is a guest post that I thought would be of interest to my readers. It is in the spirit of Melbourne Cup Day, so I will be tempted soon in having my own punt on a LIC trifecta in the comments section at the end (feel free to do the same). Please read below to find out more about the author. (Note I have no affiliation with the below author / business).

Continue reading “Guest Post – The ‘Melbourne Cup of LICs’: Our form guide and three favourites”

ASX LICs and Claytons Buybacks

I am not sure where I first read of someone describing a buyback of the “Claytons” variety, but ASX Listed Investment Companies are relevant to this topic. Perhaps I first read about Claytons buybacks here. Since then though it is always in my mind when I look at certain companies release their buyback announcements, especially LICs. Continue reading “ASX LICs and Claytons Buybacks”

VALUE INVESTING READING LINKS FROM FEBRUARY

Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE, dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM FEBRUARY”

VALUE INVESTING READING LINKS FROM JANUARY

Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE, dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM JANUARY”

LAZY 2019 LIC BASED PORTFOLIO. – thanks to Sharesight discount offer.

It is approaching that time of year where I am looking forward to some lazy time having a beer or two whilst watching the Boxing Day Test Match on TV. I thought it was also worth discussing how a lazier way of investing can work. One that involves its fair share of ASX Listed Investment Companies (LICs). Continue reading “LAZY 2019 LIC BASED PORTFOLIO. – thanks to Sharesight discount offer.”

AVOID ASX LIC IPO CONFLICT OF INTEREST & BUY FGX ASX?

Within the active v passive investing debate I think it sometimes focuses too heavily on active managers with large portfolios. I shall explore why active management can make sense with smaller portfolios. Continue reading “AVOID ASX LIC IPO CONFLICT OF INTEREST & BUY FGX ASX?”

Unusual Fees in LICs?

There are now well over 100 ASX LICs. I must have looked reasonably closely at the fee structures of more than half of the current crop and have noticed a couple with unusual structures. I would be interested in the view from others about these features, and also if other LICs follow a similar arrangement? Continue reading “Unusual Fees in LICs?”

Factors to Consider When Going Global with Your Asset Allocation.

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.”