The Australian Financial Review covered the Evans Dixon, Dixon Advisory, E&P saga this morning, or whatever they want to call themselves now to hide their past. For those unfortunates who were involved, it’s a sad tale. Hindsight will have them questioning how they found themselves in the mess. They will be mourning both money and […]
Excuse the clichéd stock image for the topic at hand. An interesting article appeared at RIA Intel discussing “smart, young, high-earners who can be more exacting in their wishes.” Take, for example, Elizabeth (who wished to remain anonymous), a 36-year-old single physician in New York City who has considered hiring an advisor but so far […]
Three months in and it hasn’t been hard to maintain discipline. I’ll talk about that later. Progress after contributions. Portfolio End July: -0.44% Portfolio End August: 1.03% Portfolio End September: 0.46% Lost a little bit in September, though it’s pretty much a who cares issue. Mentally this process is being treated as a savings account. […]
If you ever wanted an illustration of the disconnect between the media and real financial advice, it was delivered wrapped with a bow this week. Robert Gottliebsen has spent more years writing about business and finance than I’ve been alive. On my desk sits a BRW someone left there. They thought I’d be interested. I […]
First published 9 September 2020 for Mancell Financial Group ESG investing. You’ve probably heard the term, but what does it actually mean? ESG stands for Environmental, Social and Governance, it may also be termed sustainable investing. You may say it is an investment decision based on your beliefs. It is a wide term as it […]
First published 2 September 2020 for Mancell Financial Group Ever stopped to wonder why you’re using a particular new word or phrase? Or maybe you’re sitting in the back of some strange person’s Hyundai, they’re driving you to some strange person’s house where you’re staying the night in their guest bedroom. How did that happen? […]
Brief update on month 1 and 2. All contributions made, which is the whole point. I’m unsure of the best way to actually frame this, as I don’t want to use the exact financials. I’ll do a cumulative percentage gain on the whole portfolio at the end of each month. Later when there’s more data […]
First published 26 August 2020 for Mancell Financial Group If you’re interested in financial matters, some of the most interesting and entertaining content on the internet can be found at Dave Ramsey’s YouTube channel. From the US, Dave is a southern gentleman who once went bankrupt. From there, he turned his life around and cleaned […]
First published 20 August 2020 for Mancell Financial Group A few times a year market indices rebalance. ASX 200, 300, S&P 500, FTSE 100 etc. Happens all over the world. Companies enter and exit various indices. It’s a time when companies who might have had a roaring time of late get to move up in […]
First published 12 August 2020 for Mancell Financial Group One of the staples of investment media and stock picking newsletters are the ‘if you had invested…’ stories. The writer will pick a well-known stock, go back to a point in time (usually the IPO) and inform us how many millions we’d have today, if only […]
