What’s the deal with small caps?
Small caps are a higher risk, higher return asset subclass. Learn what makes them riskier, the conflicting research on them, and how much to include in your portfolio. Read on »
Blog
What’s the deal with REITs?
REITs or Real Estate Investment Trusts are publicly-listed companies that invest in real estate. They are often targeted by investors seeking yield that seldom appreciate the risks. Read on »
What about other asset classes besides stocks and bonds?
Investing outside the main asset classes of stocks and bonds has some challenges to be aware of. We go through a number of them, including property, infrastructure, and commodities. Read on »
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. Read on »
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. Read on »
Summary, next steps, and further reading
A recap of what you’ve learned so far, next steps such as creating an investment plan, and a reading list for furthering your education on passive investing. Read on »
DHHF and other VDHG alternatives
How does DHHF and BlackRock’s high growth multi-index fund stack up against VDHG? Read on »
Does the 10% bonds in VDHG make it a no-go?
Is the drag on returns from the 10% allocation to bonds in VDHG enough reason to avoid it? Read on to find out. Read on »
VDHG or roll your own
An easy-to-understand explanation of what VDHG is composed of and the pros and cons of the all-in-one approach vs a do-it-yourself approach. Read on »
Portfolio maintenance – rebalancing
Different parts of your portfolio move independently over time and the level of risk within your portfolio deviates from your desired asset allocation. Learn how to bring it back in line with rebalancing. Read on »
Currency risk – Personalising your AUD to non-AUD allocation
There are two currency risk – upside and downside currency risk. Learn what you need to know about these currency risks and how to apply it when designing a portfolio tailored to your individual circumstances. Read on »
Franking credits – how much more are you really getting?
Franking credits are a tax advantage available specifically to Australians who buy shares in Australian companies. But how much of that advantage are you really getting? Read on »