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 »
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 »
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 »
How does DHHF and BlackRock’s high growth multi-index fund stack up against VDHG? Read on »
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 »
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 »
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 »
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 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 »
What you need to know to design a diversified equity allocation for your portfolio, mitigating concentration risk and currency risk, using Australian index funds Read on »
An overview of the most commonly used bond index funds in Australia and an explanation of the different characteristics to take into consideration when choosing a bond fund for your portfolio. Read on »
A robust portfolio is built on a foundation of risk mitigation. While we can’t eliminate all risks, there are ways to balance many of the risks to reduce the chance of any single risk becoming catastrophic. Read on »
Index funds allow you to know nothing about choosing a company to invest in, or a fund manager who is trustworthy and capable, while still ensuring your returns are consistently in the top quartile of funds year in year out. Read on »