OTHER PEOPLE’S PORTFOLIOS – THE LONG-TERM, LOW-RISK PORTFOLIO Today we continue to look at “Other People’s Portfolios”. For new members, we are developing a Portfolio Assessment business which will be targeted mostly at financial planners and financial advisers but will be offered to members at a price. Whilst we develop this service we are doing…
Let’s take a baseline retiree as an example – An 80-year-old Australian couple with $1m to live off in a house with no mortgage in a zero tax environment. They hold the classic Australian equities portfolio that averages out to a yield of around 4.5% plus average market franking (about 72%) taking it up to…
Leave it to the Grandkids? Reading the ABC News web site, as is my habit, I came across an interesting article by Owain Emslie and Danielle Wood discussing a report from the Grattan Institute on inheritances. The Grattan Institute is well known for its support of an inheritance tax to fix the country’s budget problems…
Stock Market Survival Kit Fantastic. You’ve made the decision to engage with the market. The investing journey is about to begin. Here’s a few things you need to know and do before you dive in. Firstly, be humble. If you want to make money in the market don’t think it’s going to happen by placing…
Here is a video you should all watch, it is on a website called LiveWire and you’ll find it in their top trending articles, for a reason. It is a video from a chap called Donald Amstad from Aberdeen Standard Investments. You have probably never heard of Aberdeen Standard Investments, but they are a large…
Some recent success stories in Small Caps Two recent successes in iSignthis Ltd (ISX) and PolyNovo (PNV). Results this week have galvanised ISX – a know-your-customer (KYC) provider of ID authentication – and it hit new all-time highs of 121.5c. The recent deal it has done with Visa has been the power behind the rally.…
OTHER PEOPLES PORTFOLIOS The Member who sent us this portfolio is happy for you to see what he has been doing on the basis that “if one person can take note and ‘not be like this Guy’ then something will have been gained from the expense I put into creating this monster”. I am also…
OTHER PEOPLE’S PORTFOLIOS I have been developing something I have called a PORTFOLIO SNAPSHOT. It is a business in the development stage – I have developed it in response to a need for a our financial planning side and have been experimenting with a few member portfolios. The idea is to provide a factual snapshot…
CLICK HERE FOR GLOSSARY A-H I Imputation credit – Tax credits passed on to a shareholder who receives a franked dividend. Imputation credits entitle investors to a rebate for tax already paid by an Australian company Indicators – Analytical tools used by technical analysts to help them select shares. Inflation – The increase in…
