Why Advice

Three years down! Same old, same old for the month. Made the contribution early and moved on with life. The contribution was split in Australian REITs and Australian high yield. Performance for the month was obviously good, but we have reached something of a milestone here, three years of contributions and a visible 3 year […]

As one of Hollywood’s most successful screenwriters, William Goldman won two Academy Awards and had over twenty of his screenplays made into movies. You’ve probably seen one (or more) of his most notable produced screenplays, such as Butch Cassidy and the Sundance Kid, All the President’s Men, The Princess Bride, Maverick, Misery, and The Ghost […]

This one’s a bit late, but it’s month 35, and when they’re late it reminds you “oh that was a poor month, but I’ve long forgotten about it and it the scheme of things, it doesn’t matter.” According to my account I sent 1x contribution on the first day of the month and made the […]

It went without mention at the time, but a few weeks back we ticked over 600 columns/articles/ blog posts. So, before we get too much further into writing our next 600, we thought it was a milestone worthy of reflection. We started writing back in 2010 after being offered a column in our local newspaper, […]

Often hindsight can be a good teacher. Revisiting things away from the time and place they were said. Being able to look at them in another context. Pieces of information can be glued together; patterns can emerge, and the totality of a message becomes clear. Looking back on the daily or weekly cycle of the […]

Left this update a little longer than usual and can’t exactly remember how last month went. This might be a good thing, as I’m not spending too much time thinking about things! Logged into my account and the transaction history says I split the month’s contribution on the forth of April between global large and […]

John D. Rockefeller once said “Do you know the only thing that gives me pleasure? It’s to see my dividends coming in”. Rockefeller was once the richest man in the world, and according to some, the richest man who ever lived. Hopefully dividends being his only source of pleasure wasn’t a commentary on how happy […]

Over the past decade investing has become more accessible. Anyone who wants to do more than leave their money in the bank has an ever-increasing number of investment platforms to access financial markets. With the rise of exchange traded funds (ETFs), investors can move beyond just stock picking to be broadly diversified or (more dubiously) […]

Bit of a wild month. The banking world was about to melt down and take the whole financial world with it. Didn’t quite eventuate, so discipline won again. Made the contribution on the first day of the month and hoped the market would do me a solid. Split the contribution and allocated to global value […]

The 18th president of the United States and the Commanding General of the Union Army, Ulysses S. Grant, spent the final year of his life in a desperate race to write his memoirs. Complaining of a sore throat in the summer of 1884, Grant delayed seeing a doctor until mid-autumn where it was confirmed he was […]