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Category: Articles

Memory loss affects some Generations more than others. What key things do investors often forget?

You know, I know where this question wants us to go. But I’m just not sure that it’s right. The obvious answer? “They forget about the unbreakable relationship between risk and reward. And they forget about pain.” But is it forgetting, if you’ve never experienced it before? Every time a stock market really, really soils […]

Secret out on indexed funds

Investment Wars, episode whatever. Cue the starting rolling credits. “In the never-ending battle of good over evil, of investment performance over opportunity cost, for positive returns over capital losses, in the hope that financial dreams triumph over budgetary nightmares …” Today, I bring you the most powerful investment philosophy of all time. Bizarrely, and sadly, […]

Property trusts versus direct property – what’s your preferred option for real estate investment and why?

Oh, no, no, no! That’s not the right question. Try these. Would you rather cycle across town … or take a chopper? Do you want to holiday at home … or in strange/exotic foreign locations? Would you rather eat toast … or phantasmagorical street-vendor food in Phnom Penh? Bikes, downtime at home and toast are […]

Living today, paying tomorrow: A super dilemma

PORTFOLIO POINT: Have Australians “outsmarted” superannuation? Here’s a compelling argument for compulsory annuities. What happens when the best of intentions from our elected representatives is beaten by the people’s own mathematical ingenuity? What if someone forces you to save money against your will, but given the knowledge that those savings will eventually become yours, you […]

Which Generation would you trust the most to give you good financial advice, and why?

Or, I could ask, which one would you rather slap in the face with a huge cream pie? Easy! Boomers, of course. They got everything delivered to them. They raped and pillaged the planet. They created financial disaster after economic catastrophe. Actually, I don’t believe that. All up, Boomers have done a pretty good job […]

The big super raid is on the way

PORTFOLIO POINT: The rumblings have not been denied. A super raid seems inevitable in a desperate bid to balance a beaten up budget. That the Federal Government is going to raid superannuation to make a surplus of the current year’s budget is now considered a done deal. How do we know this? Because none of […]

Mining stocks have been hammered lately. Are they still good for your share portfolio or super fund?

Every great bubble story comes with its own disastrous crash landing. And when it’s the stock market, it’s so often carnage of the mid-air jumbo jet explosion variety. Debris and casualties strewn over thousands of hectares, tens of thousands of lives impacted, plans changed forever, general fear and panic. Don’t think Flying High. This is […]

Look left, look right and handball the financial risk

Crossing the road safely is a life skill you can’t handball. Not something you can delegate. Look right, look left. If Lightning McQueen (a mad driver and not such a great role model for kids) isn’t speeding in your direction, seasoned judgement, or your Jedi powers, guides you across safely. In a similar basket go […]

SMSFs in the firing line

PORTFOLIO POINT: SMSFs could  become a specific target for a Federal Budget surplus in trouble. Most of the rule changes surrounding superannuation are aimed broadly at the entire sector, rather than picking on individual parts. Sure, there are too many changes. And those changes, in recent years, have been overwhelmingly negative. But most of the […]