Click to listen to story. First published at Mancell Financial Group 28 July 2022 On the 24th of April 1854, the Bella was found capsized off the coast of Brazil. It had set sail from Rio De Janeiro for Jamaica four days earlier. No passengers or crew were found, and it was assumed all onboard […]
Despite being quite undisciplined when it comes to updating this website, the intended investment discipline rolls along on its merry way. Let’s catch up. Over the past year things have changed. In the last post at the 12 month mark I’d noted a few things like bonds will stink when rates rise and that I’d […]
Click above to listen to article. What’s the word investors love to hear more than any other? It’s “safe”. Safe is soothing, it implies someone’s looking out for you. That someone cares about your hard-earned money, as if they were there to see the sweat dripping off your brow while you earned every cent of […]
Click video to listen to story. If you didn’t know, Hamish Douglass is probably Australia’s best known fund manager and is the figurehead of one of the most recognisable funds management businesses in the country: Magellan Financial Group. For years his flagship global fund has outperformed the market based on his convictions. It has afforded […]
Click video to listen to story. The eternal investment question – “do I invest my money all at once or do I invest smaller amounts at predetermined intervals?” Otherwise known as lump sum investing vs. dollar cost averaging, or as our US colleague Jeff Troutner once termed it: wading vs. plunging. What’s the best option? […]
Click video to listen to story. Novelist F. Scott Fitzgerald once said, “The rich are different from you and me” to which Ernest Hemingway responded: “Yes, they have more money”. As with many famous anecdotes, there was some embellishment and it didn’t quite happen the way you might expect. However, Hemingway was right. One of […]
The discipline project lost some of its discipline over the past few months – only from a posting perspective though! As noted back in the Month 9 update, I added emerging markets to the portfolio after a sharp sell off. I also noted I was looking at including a value allocation, which also happened in […]
Eight months down, all contributions made, but not as intended… As mentioned last month, I was looking at including the FTSE Emerging Markets Index into the portfolio. Quite fortuitously, I didn’t. As I’d previously been bemoaning that my unintentional “accept the market price”, buy when you have the money strategy, seemed to top tick every […]
Click video to listen to story. You’re out walking with your dog near a railway track. Behind you there’s a rumbling noise. Thundering down the track is a trolley, looking up ahead you can see the trolley is headed for a bridge with five workers on it. They will either be run over or jump […]
Eight months down, all contributions made as intended. As noted a few months back, the time you have the opportunity to buy plays a large determinant in your returns month to month. In the first ten days of February, global small companies moved up 6.7%. Guess when I had the opportunity to make my buy […]
