Tag: dividend imputation

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.”

The other side to the older, low fee LICs.

The positives of the older, low fee LICs I feel are very well known and covered. I personally think they have been excellent investment products for so many for such a long time. I particularly like the positive influence they have had on investors helping them with the behavioural aspects. i.e. sticking the course and seeing the benefits of compounding, highlighting dividend returns and benefits from not overtrading, including taxation benefits.

Now for the section where I might receive some negative feedback!

Continue reading “The other side to the older, low fee LICs.”

Is your portfolio diversified from our politicians?

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.

Continue reading “Is your portfolio diversified from our politicians?”

AVOID THIS LIC FLOAT IN 2018!

Warning fictional post. 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 LIC FLOAT IN 2018!”

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