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Measuring up the price of shares
January 7, 2025Wealth Creation
Analysts have many financial measures to value companies. Here’s a brief overview. Share market investment analysts thrive on numbers. So, when you read reports about markets or specific companies being “overvalued” or “undervalued”, you can generally assume there’s been a fair bit of analytical number crunching going on behind the scenes. But how do investment...Read More
The end of hybrids. What that means for investors
December 9, 2024Wealth Creation
Why high-quality bonds are a logical alternative to hybrid securities. Some of the biggest changes on financial markets that are likely to have a profound impact on many retail investors can occur without attracting too much attention. The Australian Prudential Regulation Authority (APRA), the regulator of banks, superannuation funds and other financial institutions, flagged such...Read More
The global 60/40 portfolio: Steady as it goes
December 2, 2024Wealth Creation
Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about 16% in 2022—a painful period for balanced investors that raised doubts about the viability of this strategy.1 Some commentators even declared the old standby dead. Yet, by the end of...Read More
Australia’s equities exodus is finally taking off
October 14, 2024Wealth Creation
Many Australian investors are discovering the benefits from investing offshore. Australian financial markets are continuing to evolve, and that’s why more and more Australians are finally spreading their investment wings and leaving home. That’s very apparent based on the increasing investment inflows into exchange traded funds (ETFs), some of which offer exposure to thousands of...Read More
Household wealth or net worth is a measure of a household’s assets less its liabilities. Household wealth always generates a lot of interest in Australia which probably comes down to the obsession with housing. Around 70% of household wealth is tied to the value of the home (made up of land and dwelling). In the...Read More
Average household wealth, and what it takes to rank among Australia's wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990, Australia had one of them – the late media mogul Kerry Packer. But these days Australia has lots. According to the just-released Australian Financial Review Rich List, there are now...Read More
Investment warnings
June 24, 2024Wealth Creation
If you’re considering investing in something everyone is talking about, do some checks first. If it sounds too good to be true, it probably is. Watch out for investment hype Investment hype is where something is widely promoted and creates a lot of buzz. You may hear about it on social media, in the news,...Read More
The advantages of investing early
June 11, 2024Wealth Creation
You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk while increasing your reward? Investing: Risky business? When some people think of investing, they focus on the potential for great rewards—the possibility of picking a winning share that will increase in value over time....Read More
Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan. Although investing can seem perplexing and complex, success is largely within your control. Having a tailored investment strategy can go a long way to reducing the stress and noise associated with...Read More
You can't control what happens on financial markets. But you can control one factor to improve your returns. When it comes to investing, there are things you can never control and things that you can. You can't control what happens on financial markets on a day-to-day basis or the market returns from your specific investments....Read More