Tag: LICs

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.”

SHOULD I INVEST IN ASX LICs VS MANAGED FUNDS?

I often mention to other investors that looking for opportunities in the ASX Listed Investment Company (LIC) sector has been a significant part of my strategy.

A reaction I have had on several occasions from them is to bring up an example of a LIC boasting great performance figures.

Continue reading “SHOULD I INVEST IN ASX LICs VS MANAGED FUNDS?”

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!”

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.

Continue reading “TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.”

DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.

dog

No harsh comments about the dog in the picture as he is a close friend of mine.

June 30 is often a time of reflection for investors and I thought I would sit down and do a quick self-review of the financial year gone by. As promised I went through and just noted the stocks that I have mentioned on the blog previously where I still hold, and picked out the ones that have looked shaky of late as at June 30. Continue reading “DOGS OF THE PORTFOLIO AND A REVIEW OF FY 2017, RECOMMENDED RESEARCH SOURCES.”