Here are some basic principles to help give investors the best chance of success. Be deliberate The first step to building a sound investment portfolio is to know why you’re investing. Setting measurable investment goals gives investors clarity and direction, and prevents them from falling into common investment...
What's the difference between managed funds and ETFs? If you're an investor on the Australian stock market, or are considering becoming one, there's a good chance you've heard of ETFs. ETFs are exchange traded funds, and they remain the fastest-growing investment segment on global stock markets. But there's...
The reality for investors is share markets have been on a record run for decades. It’s very easy to get caught up in the hype whenever share markets hit record highs. That was the case again last week as media coverage around the world celebrated global markets...
Consider deploying your extra cash as part of a regular investing strategy. Millions of Australians are about to start receiving their first pay packet for the 2024-25 financial year, and it should contain some extra cash. In fact, according to the federal government, all 13.6 million Australian...
By doing a few calculations you can easily see if your portfolio is still on track. If you’re someone who likes a good balance in your investing life, now may be a good time to do some calculations. It’s not something you must do, but doing so...
Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about taking a calm and considered approach and not blindly following trends or hot tips. Let's delve into some of the most...
A new financial year can bring a chance to reset and focus on your investment goals. For many, a new year brings new beginnings and a chance to reset and focus on what matters most. So, the imminent start to a new financial year may be a...
While cash is often viewed as a safe haven, it does have investment risks. Australian households are collectively sitting on close to $1.5 trillion in cash, which for the record is substantially more than the total value of Australian bank notes in circulation. This vast sum represents...
Exchange traded funds are a tax efficient way to build wealth over the long term. Index-tracking exchange traded funds (ETFs) are tax effective because they generally pursue a 'buy and hold' strategy as they seek to track their benchmark. Here are five ways ETFs are tax effective: Low...
Rather than worrying about day-to-day price movements, focus here instead. If you checked on the status of your investment portfolio today, don’t worry. You’re definitely not alone. In fact, you may have looked at how your various investment holdings are faring multiple times by now, just to...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.