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Edition: 508

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Welcome to Firstlinks Edition 508 with weekend update

  • 11 May 2023
  • 6

Everything Old is New Again. For some investors, the ability to sell shares instantly with the click of a mouse button encourages panic selling. Perhaps it's better to lock some investments in a bottom drawer. Plus five things the Budget has confirmed, including finally taking away your utes.

Five strategies to match your investing to your behaviour

Common investor habits are selling when the market falls, worrying about others, a fear of running out of money and losing patience with a fund. Here are strategies and investments to manage these foibles.

Bank reporting season: the good, the bad and the ugly

The May reporting season showed that Australia's banks are in good shape and face a better outlook than many sectors of the Australian market, despite rising interest rates. Patience should reward shareholders.

Australians’ unrealistic retirement expectations

A new report says many Australians want annual income in retirement of $100,000 a year, far above the amount needed by existing retirees. Less wishful thinking and more realistic planning for retirement is required. 

Why equal weighting resolves Australian index skews

The S&P/ASX 200 index is one of the most concentrated sharemarket indices in the world. Equal weighted indices can offer an alternative and have historically outperformed their market capitalisation counterparts.

When markets dive, even the wealthy can lose their heads

A new survey suggests almost all wealthy Australians admit to changing their investment behaviour when the value of their portfolios falls. The market falls of 2022 provided a reality check for many investors.

Market turbulence shows strength of Australian bank T2 bonds

Hybrid securities have gained popularity, though that faith was shaken when Credit Suisse bonds were wiped out. What's overlooked is that it strengthens the case for owning superior quality Australian bank T2 bonds.

What the Federal Budget means for you

The budget has cost-of-living support including energy relief, cheaper medicines, improved bulk billing access, and rental help. It also hints the Government won't change the way it calculates the new super tax.

Most viewed in recent weeks

Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

What to expect from the Australian property market in 2025

The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.

Howard Marks warns of market froth

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.

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.

9 lessons from 2024

Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

The 20 most popular articles of 2024

Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.

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