Following on from my recent blog, ‘Utilising leverage in investment portfolios’, I’d like to show you a potential gearing strategy you could consider within a Self-Managed Super Fund (SMSF). Remember this all assumes you’re comfortable with the concept of gearing and are willing to accept high levels of investment volatility and potentially large moves (both
This note puts the recent share market performance in a longer-run perspective. It highlights the fact that equity returns over the short-run can be uncomfortably volatile. The note also suggests, however, that based on some longer-run valuation measures, the market is not especially expensive at current levels. Together with recent modest returns, this suggests scope
With the January sales in full swing savvy shoppers are looking to get more for their money. Savvy investors, on the other hand, should be aware of the value to be had all year round with ETFs, which I believe are the ultimate low cost diversifier.
With the Australian dollar seemingly on a downward trend, investor interest in gaining offshore investment exposure is growing. In our recent Portfolio Construction post, we looked at some strategies to implement ‘risk-on/risk-off’ for domestic equities exposures. In this post, we look at how currency can be used to de-risk your international share allocations.
In a previous post for our Portfolio Construction series we explored the concept of a ‘risk-on/risk-off’ investment strategy and dynamic asset allocation (DAA) as a way to attempt to position portfolios for markets with different levels of perceived risk. In this post, we look at some specific BetaShares tools that investors have used as part of
One of the difficulties in share market investing is that you may invest in an individual stock – due to your positive opinion on an individual company’s prospects – only to see its share price stumble in a market-wide sell-off. This is because when you buy an individual stock, you can’t separate market risk from company
In my last blog piece I set out what I thought were the top 6 tips for trading ETFs. In my daily contact with clients, I am often asked a series of the same questions from a wide variety of investors. As such, for this post for the BetaShares Academy I thought I’d take some
I recall a meeting I had with a financial planner roughly three years ago responding to my question of ‘How familiar are you with ETFs?’ with ‘I’m a financial planner, I don’t need an EFTPOS terminal. Thank you!’ Oh, how times have changed. In my day to day role as one of BetaShares’ Business Development
Investors often choose to buy index tracking products like ETFs because of their lower cost (compared to the traditional actively managed fund) as well as a range of other potential benefits, like improved tax efficiency, better transparency and control. ETF users often also cite concerns about poor performance from traditional actively managed funds as another
ETFs are becoming an increasingly popular and mainstream investment tool for individual and institutional traders alike. By now, most people know that ETFs can be bought and sold like any share on an exchange (like the ASX), through a full service or online broker. However we often get asked if there is anything else that