Passive Investing Guide
Featured Articles
Creating an investment plan and Investment Policy Statement (IPS)
Setting goals gives you long-term vision and short-term motivation. Learn how to create a plan to keep you on track to reach those goals.
Lump-sum investing
Investing a lump sum exposes you to entry-point risk. Depending on your risk tolerance, it can be a good idea to learn to DCA the right way.
Low interest rates – should I move from HISA to Bonds?
With interest rates returning effectively nothing over inflation, is it worth moving from cash to bonds? To answer this, we need to compare the risk and return of each.
How to get worldwide index exposure on the ASX
Unfortunately, there’s no single fund containing everything. Let’s define what worldwide exposure consists of and go through your options using 2-3 funds to achieve it.
ETFs vs managed funds vs index funds
There are two dimensions when selecting ETFs vs managed funds vs LICs: stock selection style and structure. Here is a breakdown of how it applies to your investment options.
How is VDHG tax-inefficient?
Update June 29, 2024 – Vanguard has addressed both of the issues outlined in this article in their notice to investors. However, the ETF issue can not be resolved in…