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Edition: 199

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Edition 199

  • 28 April 2017

When travelling with time to relax over the leading international newspapers, it's even more apparent that most commentary is suited to short-term trading rather than long-term investing. Today's headline is tomorrow's letter to the editor and not much more. It matters little what the market did yesterday or some expert's opinion on the next day. As Warren Buffett said in 2016 after a bout of market volatility, "Don't watch the market closely. The money is made in investments by investing, and by holding good companies over long periods of time."

Why Australians love dividends and franking

Australians love owning dividend-paying shares, especially with the added benefits of franking credits, and the rewards from owning shares should not be judged in terms of price movements in isolation.

Unpacking the '30-year bull market' in bonds

The reality of investing in a bond is that regardless of whether we have experienced a massive bull market, the most a bond is worth at maturity is the face value.

Do LIC options provide investors with value?

It’s common practice for LICs to issue ‘free’ options with their initial public offerings to offset the effect of listing costs on NTA. So, why are LIC options rarely exercised?

Lessons from a famous shareholder activist battle

Hostile takeover battles can produce heated disputes between company directors, managers and shareholders. What’s in the company’s long term interests and who decides? Does shareholder activism aid or hinder?

The meaning of life and real estate portfolio construction

Most simple questions in investing disguise a myriad of complex issues. Here are 11 questions that should be asked before investment in a real estate portfolio can be pursued.

Four tips on what makes a good commercial property

Direct investment in a commercial property often comes with unique risks not associated with a diversified portfolio, such as the exposure to a single tenant and special lease conditions.

What Luxembourg and UCITS now offer Australian investors

UCITS may be an unknown structure to most Australian investors, but it has been an amazing success around the world, and a special ASIC exemption may increase its use in Australia with easier access to the same system.

Most viewed in recent weeks

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

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