Passive Investing Guide
Featured Articles
How much do I need to save every month to meet my retirement goal?
With this calculator, you can adjust the variables (savings rate, years, portfolio aggressiveness) until you find a combination that meets your retirement goal.
Risk premium explained
A risk premium is the additional expected return for higher risk asset classes. Find out the mechanics of why the risk premium exists and examples of it in action.
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. My understanding is that: Updates to the Diversified Funds…
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.
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.
Cash vs bonds (or both) in your portfolio
The different characteristics of cash and bonds, including risk and return, diversification, de-risking, and how to use this information when constructing your portfolio.