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21 November 2024

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Edition: 552

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Welcome to Firstlinks Edition 552 with weekend update

  • 21 March 2024
  • 15

Being rich is having a high-paying job and accumulating fancy houses and cars, while being wealthy is owning assets that provide passive income, as well as freedom and flexibility. Knowing the difference can reframe your life.

Finding the next 100-Bagger

The holy grail of investing is to find a stock that can generate life-changing returns. Here are four ways to improve your chances of unearthing the next Nvidia or Pro Medicus, and the challenges you may face along the way.

How SMSFs are investing their money

New data shows the number of advised SMSFs is increasing at the expense of self-directed SMSFs. It also suggests more SMSFs are turning to international markets and ETFs to diversify their investment portfolios. 

Australia lags global dividend bonanza

2023 saw global dividends rise to a record US$1.66 trillion, up by 5% on an underlying basis. The year also ended on a positive note, though Australian dividends lagged other countries, largely thanks to the miners.

The aged care recommendations that will cost you more

An 'unofficial' recommendation from the Aged Care Taskforce will see higher aged care accommodation costs for all, and there is still much uncertainty around means-testing, and government subsidies.

Passive investing is bad for capitalism

While capitalism has its downsides, no system allocates resources better, and the result is a complex, adaptive economy. But indexation has amplified the disconnect between valuations and fundamentals, with worrying implications.

Finding single-digit PE stocks in an overvalued market

For one Commonwealth Bank worth ~$200 billion, you can buy three of Europe's leading banks with much larger addressable markets. This is just one example of the extreme valuation divergences across global stock markets.

Credit trumps residential property for headache-free income

Following on from the strong performance of global investment grade credit in 2023, the Australian credit market is emerging as a great diversifier and alternative to investing in other ‘safe haven’ asset classes.

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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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