Investment

Index Funds vs Fund Managers – Small Caps Funds Managers Win

Regal's small caps fund has achieved 103pc return in it's first 12 months since inception in January 2015.  The key contributors of the past year have been positions in Bellamy's Australia, BWX Limited, and Aconex.  The fund can also short stocks and … [Read more]

First Rule Don’t Lose Money – Repeated by SeekingAlpha

Professionals refuse to lose money. They pay attention to the downside far more than the upside. What they make in the markets - they usually keep. Professionals are always looking for extra leverage. Leverage is when you have the possibility of … [Read more]

Buffett Wisdom – Staying Out of Trouble

Its easier to seek forgiveness than ask permission (EAFP) doesn't work with financial risks because essentially there is no forgiveness. In the case of financial risk Buffett summed it up this way.   Its easier to stay out of trouble than get out … [Read more]

How Warren Buffett Invests – Not!

From USA Today Warren Buffet now 83 speaks about how to invest wisely "Doing reasonably well investing in stocks," Buffett says, "is very, very easy." "Buy an index fund, preferably over time, so you end up owing good businesses at a reasonable … [Read more]

The Graham and Dodd PE Ratio

The Graham and Dodd price earnings ratio simply uses the average earnings over the last ten years as E in the P/E ratio.  Although the time cost of money over the ten years seems to be ignored, there is supposedly a correlation between companies with … [Read more]

The most popular personal finance topics

Credit cards Superannuation Home loans Budgeting Managed funds Saving … [Read more]

Investing in indexes or sectors via Exchange Traded Funds

Investing in indexes rather than individual stocks is a good way to reduce risks associated with individual companies. A great way to invest in indexes via exchange traded finds (ETF) on the ASX see Beta … [Read more]

Fund size matters, big is not always best when you want to outperform

It could  just making life easier for fund managers but often new fund managers are now limiting the size of their funds in order to be nimble enough to out do the index.       … [Read more]

Investment

In theory selecting the right balance of the major asset classes will impact overall portfolio return more than which individual assets are chosen within each asset class. Most fund managers would argue that they can outperform the benchmark for … [Read more]