Passive Investing Guide
Featured Articles
Why 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.
The stock market is forward looking
The stock market is forward looking means that stocks are valued by their estimated future profits, and the price is adjusted to those expectations as soon as they are known, long before it impacts their profits. Read on to find out how this affects your decision of whether to invest or pay down your home loan.
GHHF – The moderately leveraged ETF
One of the most innovative new funds was released in 2024 – GHHF.
GHHF is a leveraged ETF with a similar asset allocation to DHHF, but it differs from most leveraged ETFs in that it is moderately leveraged, making it more appropriate for long-term passive investing. However, while it is appropriate for long-term passive investing, it is still further up on the risk-return spectrum than an unleveraged fund.
Read on to learn more about how GHHF works, what it invests in, how much leverage it has, how it is rebalanced, how much it costs, and more.
Should I chase higher interest rates in another country?
Each country’s bank interest rate is a little different. Read on to find out if it’s worth investing in a term deposit in a country with a higher interest rate.
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.
What is total return investing?
When a former financial adviser doesn’t even understand what total return investing is, it’s time to write an article to explain it!