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1-12 out of 27 results.

The challenges of building a lazy portfolio

John Bogle famously advocated a two-fund portfolio of US stocks and bonds. Recently, I tried to create an Australian version of the Bogle portfolio and found that what seems simple can quickly turn complicated.

$100 billion! Five reasons investors are flocking to ETFs

It's not official, but Australian ETFs are clicking over $100 billion right now. It's a remarkable rise, leaving the traditional rivals, the Listed Investment Companies, in their dust. Why are they so popular?

Everything my friends need to know about investing

Based on a long investing career, the author sets out his beliefs without attempting to justify them here. Readers can agree or disagree. It's his guide for friends and family with an actionable variation for risk appetite.

Vanguard’s Frank Kolimago on democratising investing

In the month when index US equity funds exceeded active funds for the first time in history, a look at the company which started it in 1975, with insider views on mass market financial advice.

How important are investment costs for retirement?

Cost is one part of investing that people saving for retirement can control, and it's surprising how the compounding impact of small cost savings build up to large amounts over a long accumulation phase.

Recession and why timing markets doesn't pay

Inevitably, with each new development in this cycle, investors as what they can do to prepare for a recession. Our answer: revisit asset allocation, diversify, and review active risks in your portfolio.

Retirement planning is not just about income

The main focus in retirement planning should be on the entire return from a portfolio, not just the income generated, and this might help some people in managing changes due to Labor's franking credit proposal.

Vale Jack Bogle

As Warren Buffett said: "If a statue is ever erected to honour the person who has done the most for American investors, the hands-down choice should be Jack Bogle." The 'father of indexing' died last week.

Australian ETFs: end of year reviews 2018

ETFs reached over $40 billion by the end of 2018, with international equities ranked first for net flows, and a rapid growth in fixed income products. Cap-weighted indexes dominated but smart beta is gaining ground.

Reverse mortgages: short-term gain, long-term pain

As the population ages and property prices rise rise, equity in owner homes has more potential as a significant source of 'retirement income'. But an ASIC report highlights complexities in reverse mortgages not well understood.

Interactive: where will your goals take you?

This excellent Interactive Index Chart shows market performance of various asset classes since 1970, and allows readers to compare the growth of $10,000 invested in these asset classes over historical periods.

Some trustees should self-manage out of SMSFs

Although over one million Australians are trustees of SMSFs, ASIC reports that many do not have the expertise or time to take responsibility to manage their own superannuation.

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