Portfolio


If there are more than 100 matches, only the first 100 are displayed here.

The psychology of control

28 October 2014 |

ControlSMSF super funds are usually set up so trustees can gain greater control over what happens to them. So when markets become volatile and it is apparent that nobody controls them, what are the psychological effects?


How independent minded are SMSF members?

12 October 2014 |

MindSMSF members are 'very trusting' of financial advisers. More so than superannuants in a big super fund. It raises questions about how much DIY super investors want to use their fund to gain more control.


Three investment strategies used by the wealthy

06 October 2014 |

RichRich investors are not much different from ordinary investors. They tend to have three approaches, each of which has very different implications.


Are fund managers getting a free lunch?

04 October 2014 |

LunchGuaranteed inflows, no transparency, no penalty if things go wrong. Australia's fund managers may be getting extremely well rewarded. Trouble is, there is no way of knowing.


Does it pay to employ active investment managers?

23 July 2014 |

ManagersHolding on to investments can make a lot of sense. There has to be a very good reason to pay extra to employ an active manager.


Things to look for in financial advisors

06 July 2014 |

ChecklistThe rise of SMSFs is based on a recognition of a basic reality. Most advisers are essentially sales people and clients are, in a fundamental sense, on their own. It is a case of buyer beware -- and buyer taking personal responsibility.


The perils of borrowing in super

06 May 2014 |

DangerLimited recourse borrowing is something that can be used in self managed super funds to acquire assets. But there are strict protocols on how the asset must be bought. The ATO is also starting to look at the income from such borrowing. If it is not deemed to be "on commercial terms", there may be problems.


The perversities of investment

05 May 2014 |

 confusingOne of the strange aspects of investment markets is that the rational thing to do is to buy low and sell high. But in reality it happens the other way around. Past pessimism may be deceptive, but the markets are still looking shell shocked.


Picking the best portfolio allocations

23 April 2014 | Broker reports editor

AllocationMaking the right allocations into industry sectors is an important investment skill. Brokers are moving away from resources and Wesfarmers is believed to be fully priced.


The supposed advantage of shares

21 April 2014 |

AdvantageShares are supposed to do much better than other asset classes. But it depends when you start your comparison.


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11-20 out of 48 results.

 

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