Far from middling performance: How the EX-20 Index has outshone small and large caps

Although the Australian sharemarket has delivered relatively sluggish performance in recent years, one standout area in terms of returns has been EX20 stocks, as broadly captured by the BetaShares Australian EX-20 Portfolio Diversifier ETF. Not only has this exposure outperformed the largest market-cap stocks in Australia, it has also outperformed smaller cap stocks.  This performance

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Exchange Traded Basics: ETF, Exchange Traded Managed Funds, ETP or Active ETF?

As every modern day citizen can well attest, we’ve experienced real advancements over recent years. Technology is one area, for example – with the iPhone being  a classic example: you now have access to multiple services such as connecting with your loved ones for a video chat, accessing almost every song ever recorded, monitoring your

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Abe’s Win: What does it mean for Japanese Equities?

Japanese Prime Minister Shinzo Abe recently called an early snap election, resulting in a resounding win for his party (the Liberal Democratic Party). Abe’s party now holds a two thirds majority, thereby establishing an extremely stable government, allowing for continuity and a continued focus on economic policy. Aside from maintaining ultra-loose monetary policy through ‘Abenomics’

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ex20 blog post

Taking some eggs out of the basket: A case study on EX20

Whilst a number of Australian investors derive the majority of income from their share portfolios from the 20 largest companies on the ASX, there can be significant benefits to diversifying away from these shares and looking at the remaining 180 companies that make up the S&P/ASX 200 Index. Indeed, recent reductions in dividends and the

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