Category Archives: Index Funds

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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Are Fixed Interest investments Stagnant?

I presented to a share-market group 3 months ago. One of the things we discussed was that every investor has a decision about which Asset Allocation approach they want to adopt. “Do I want to set a target asset allocation, … Continue reading

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One Investment Approach: Only buy “The best” businesses

  As we have shown in previous blogs, there are over 500 investment approaches available to SMSF investors. Which one is right for you? One approach promoted by some is that you should simply buy “the best” businesses, otherwise known as “Blue … Continue reading

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One investment approach: Move to quality stocks in downturns

It is notoriously difficult to pick when markets are going to go through a period of sustained growth, and when they will go through a period of sustained decline. One thing is for sure though –  the share-market direction is … Continue reading

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