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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

Retirement is a risky business for most people

While encouraging people to draw down on their accumulated wealth in retirement might be good public policy, several million retirees disagree because they are purposefully conserving that capital. It’s time for a different approach.

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

The challenges with building a dividend portfolio

Getting regular, growing income from stocks is tougher with the dividend yield on the ASX nearing 25-year lows. Here are some conventional and not-so-conventional ideas for investors wanting to build a dividend portfolio.

How much do you need to retire?

Australians are used to hearing dire warnings that they don't have enough saved for a comfortable retirement. Yet most people need to save a lot less than you might think — as long as they meet an important condition.

Welcome to Firstlinks Edition 594 with weekend update

It’s well documented that many retirees draw down the minimum amount required and die with much of their super balances untouched. This explores the reasons why and some potential solutions to address the issue.

  • 16 January 2025

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