You may know the names Vanguard, Blackrock, and State Street. All are global investment managers who have done a lot to champion low-cost access to investing for retail investors. Due to their scale and focus on index tracking funds, they have a stake in the great majority of listed companies, and they own a decent […]
One of the more lamentable developments in business, particularly in the financial space, is the growth of content. Something I’ve described elsewhere as: An uncharitable, but probably accurate assessment of content, is being little more than the end of a massive sewer pipe with unrelenting flows that cannot be controlled or curbed. An overwhelming number […]
Month 26 was two buys. One at 1x contribution level which went to global value and one at 0.5x contribution level which went to Australian High Yield shares. My memory must be failing me because I don’t recall the high yield purchase, I assume it was cash built up in the account so I deployed […]
Click to listen to story. First published at Mancell Financial Group 18 August, 2022 This year’s US Open will be Serena Williams’ farewell from the game of tennis. A recent article in Vogue by Williams explained her thinking behind the decision. She wasn’t retiring as much as evolving to something else, she explained. She wanted […]
Month 25 was a 1.5x contribution and it went into a new fund or index (as I’m not mentioning products). It was dropped into the S&P/ASX 300 A-REIT Index, something I’d avoided up until now. I’d never seen any compelling reason to add Australian property earlier, especially as I was starting from zero dollars on […]
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? […]
