Category Archives: Investment Approaches

Are Hybrids Defensive Assets?

Do you want to go into the match with a hybrid defense (sort of defensive and sort of attacking)- which may lead to a good result in an easy match, or a solid, boring defense – which may protect you … Continue reading

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Where is that $600 Billion exactly?

Critics of Self-Managed Super Funds (SMSFs) sometimes point to the ATO Statistical reports and become apoplectic about the fact that only 1% of the $600 Billion in SMSFs is invested in International shares. That statistic is sometimes used as evidence … Continue reading

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How is your Self-Managed fund really going, and why should you care?

As January is a quieter month for many people, it may be a good time to review how your Self-Managed Super Fund (SMSF) is really going, not just for compliance reasons, but because it might actually lead you to have … Continue reading

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2016 – It’s time for standard investment nomenclature

One of the best ways for investors to manage risk is to determine their most appropriate asset allocation. How much they want to have in Growth assets, and how much they want to have in Defensive assets. But what is … Continue reading

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I ♥ Volatility (part 3 of 3)

Following on from my last blog on ‘Volatility’, one reason for setting a target asset allocation is to manage risk. Another is the potential to increase returns, especially in times of increased volatility. For example, Owen sets a target asset … Continue reading

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I ♥ Volatility (part 2 of 3)

Following on from our last blog on ‘volatility’, we used to have a “news story of the day.” Now we have a “news” story of the hour. This accelerating pace of “news” causes us to feel more and more anxious, … Continue reading

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I ♥ Volatility (part 1 of 3)

I love share market volatility. Do you know why? Because it means “Opportunity”. When you look at past returns, and I don’t mean just last year or even the last 3 years, I mean the whole twentieth century, you learn … Continue reading

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Should I go to cash?

In August 2011 a client, Alan, commented that his brother-in-law (David, who was the CEO of a respected retail company), had told him that he was “going to cash” and that he should do the same, as he knew the … Continue reading

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Investing: Mistakes and Emotions

We all make mistakes, the only question is how you act when you realise you’ve made a mistake I came across an excellent blog from Dr Travis Bradberry (link below) which demonstrates  one way that human nature affects investment decisions … Continue reading

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What makes a market?

There will always be different opinions about whether peaches are delicious or horrible, and whether they are worth buying at current prices. The fact that there will also be different opinions about the best investment approach should be celebrated. Without … Continue reading

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