Tag: Australian dividend stocks

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

Should I buy the Future Generation Investment Company (ASX:FGX)?

  • I shall later note how the Future Generation Investment Company Ltd (ASX:FGX), can be a cost efficient way in getting exposure to Australia’s best fund managers.
  • The management expense ratio is effectively very close to a maximum of 1%. The fund managers therefore stand a decent chance of outperforming after fees in this vehicle.
  • You can expect a fully franked yield of circa 4% and a steadier ride compared with most equity funds.

Continue reading “AVOID ASX LIC IPO CONFLICT OF INTEREST & BUY FGX ASX?”

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.”

How to invest efficiently for tax in Australia.

Before you go “all-in” on a portfolio full of the highest franked dividend payers on the ASX, read below to consider being diversified from a political and taxation standpoint. Likewise be wary of going “all-in” to other investments based solely on current taxation incentives in place.

When I come across articles about how Australian investors need more diversification it often does not refer to potentially changing tax laws. There is a bit of overlap with these themes but there are different issues to consider.

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AVOID THIS ASX LIC IPO!

How to buy ASX Listed Investment Companies (LICs)

Or not to buy?

Don’t fall for the hype of conflicted advice on ASX LICs IPOs and get hit with commissions

Warning fictional post about an IPO of an ASX Listed Investment Company (LIC). There is so much cheap money around I fear that if I don’t include such a warning, some will think this is real and want me to send them the prospectus! Continue reading “AVOID THIS ASX LIC IPO!”

Brains in a bull market, Obscure exchange listings, fgx asx

In a bull market like we have seen this year, it is easy for most investors to think they are quite talented. There haven’t been too many weak areas in the markets. Chances are, whatever your method is it is probably at least delivering very solid absolute returns. I must go back about two years to find a period that provided a slight test of investor’s nerves. It has led me to think of a couple of well known sayings in the market. Continue reading “Brains in a bull market, Obscure exchange listings, fgx asx”

TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.

Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and the above one ought to grab the attention of those with a penchant towards a mean reversion, contrarian and cyclical approach to their investing.

This post will predominately be for those that subscribe to the theory that active managers may be in store for some sort of return to favor over the next few years, and potential implications of this for some LICs.

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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

  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”

Some recommended value investing books

What are the best value investing books in 2021 for learning?

If I could pick out 5 or so investing books for a value investor earlier on in their journey to sink their teeth into I would nominate

Top 5 value investing books for 2021

  • Intelligent Investor – Benjamin Graham
  • You can be a Stockmarket Genius – Joel Greenblatt
  • Margin of Safety – Seth Klarman
  • Deep Value – Tobias E. Carlisle
  • The Smart Money Method – Stephen Clapham

Some may argue these are not necessarily the best books around and I won’t necessarily disagree. I just thought these 5 offered a good all-round backdrop for someone that has recently developed a strong interest in value investing. Plenty to sink your teeth into.

I thought I would throw in number 5 above for something new that not everyone may have come across. I haven’t updated this blog post for a few years so at the very end you can see my comments about this and another new book that came out in 2020.

Below is the original blog post I had here all the way back around 2016 where I thought it would be interesting to list a few dozen investing books or so that have helped me over the years..

Continue reading “Some recommended value investing books”