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Showing Tag: "investment" (Show all posts)

The Benefits of Infrastructure Investing

Posted by Naomi Rosenthal on Saturday, December 19, 2015, In : Investments 
For some time, we have been overweight to infrastructure assets in our client portfolios, believing these assets will provide the returns required for our clients over the longer term.

For an insight into one of the infrastructure funds we use in client portfolios, how it is positioned, where they are (or are not investing and why) and how it has performed recently, [this video] from Portfolio Manager Gerald Stack provides an update on the Magellan Infrastructure Fund.

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What is the Disposition Effect?

Posted by Naomi Rosenthal on Thursday, May 22, 2014, In : Investments 

The disposition effect

All investors are prone to behaviours and emotions that can lead to poor investment decisions. One of the most common of these is the tendency to sell investments that have risen in value, and hold on to investments that have fallen in value. In 1985 two academics, Shefrin and Statmen, studied this behaviour and coined it the ‘disposition effect’.

The disposition effect quickly destroys value in two ways:

1.       An investor misses out on the returns of a rising...

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Franklin Templeton Global Investor Sentiment Survey

Posted by Naomi Rosenthal on Tuesday, March 25, 2014, In : Investments 

Recent events have presented many opportunities – and challenges –for investors. In this complex financial landscape, Franklin Templeton's Global Investor Sentiment Survey provides insight into how investors are feeling about the year ahead.

For their fourth annual survey, they interviewed over 11,000 investors across 22 countries to explore some key questions, including:

  • Where do investors see the biggest opportunities – and risks?
  • Which asset classes are they adding to their portfolios?
  • A...

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The Power of Compounding

Posted by Naomi Rosenthal on Tuesday, March 18, 2014, In : Investments 
Compounding isn’t a new concept – many of us will remember studying it back in our school days. Legendary scientist Albert Einstein famously called it ‘the most powerful force in the universe’, while American business magnate John D Rockefeller suggested compounding is the ‘eighth wonder of the world’.
These might sound like bold claims, but the power of compounding on an investment portfolio should certainly not be underestimated.

[Click here] to learn how compounding can work for...

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Are you suffering from FOMO?

Posted by Naomi Rosenthal on Wednesday, November 13, 2013, In : Investments 

Do you suffer FOMO? The increased usage of social media has brought to light a new anxiety condition called FOMO – the Fear Of Missing Out. It is where social media users who are away from or unable to check their social network accounts fear missing out on events, news and important status updates.

A survey conducted recently by MyLife.com found 56% of the 2,084 adults sampled on their social media use claimed they do have FOMO.

For users between 18 – 34, 61% juggle multiple accounts (...

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7 Reasons for NOT buying a house in your SMSF

Posted by Naomi Rosenthal on Wednesday, November 13, 2013, In : Superannuation 

It's all the rage right now - setting up a self managed super fund and borrowing to buy a residential property as the major asset.

On paper it sounds like a great idea - you've got some money in your fund, borrowing costs are very low right now, rental returns are pretty good, it offers asset protection against bankruptcy and income and capital gains are concessionally taxed.

There are only a handful of occasions when we think it's a good strategy and plenty of reasons why we have concerns ...

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5 Steps to Building a Great Investment Portfolio

Posted by Naomi Rosenthal on Thursday, June 27, 2013, In : Investments 

My favourite Warren Buffet quote is “Someone's sitting in the shade today because someone planted a tree a long time ago.”

Our society today is always looking for the quick fix. The fastest way to get rich, make a million and be a superstar. TV shows like Australian Idol, Australia’s got Talent or The Voice suggest to its audiences that you can be a star overnight. The reality is that most of the contestants who make it to the finals have been crafting and honing their talents over man...

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Why quitting won't pay

Posted by Naomi Rosenthal on Monday, August 20, 2012, In : Financial Planning 

A colleague of mine recently told me that he’d given up on his business and was moving back into the corporate arena in a “safe” job with a set salary (plus bonuses!). Our conversation came at a time when things in my world were spinning like crazy.
I thought if he can jump ship, then surely I can do the same! I went online to the job ads and found in an instant the most perfect job for me. It satisfied all my criteria for the kind of work I want to be doing and the base salary was prett...

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What you see is NOT what you get

Posted by Naomi Rosenthal on Friday, November 18, 2011, In : Investments 
Last month, a letter came into our office from an organisation that had the look and feel of a government department. They were offering “term investments” with the benefits of competitive fixed investment rates, flexible investment terms, monthly income payments and no entry or exit fees.

You’d be excused for thinking that the offer was for secure term deposits with a government guarantee.

However, the company offering the product has nothing to do with a government body and the investme...
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A Clever Strategy for getting back into the market

Posted by Naomi Rosenthal on Friday, November 18, 2011, In : Investments 
There is plenty of concern over where markets are headed with such news stories as the “European crisis” scaring us with doom and gloom commentary.

It’s at this time that Dollar Cost Averaging can help you. This is when you “drip feed” into the market by buying bit by bit, rather than all in one go. A simple way to do this is to set up a monthly Regular Savings Plan for your managed investment or an automated purchase order for your shares.

This approach means you don’t have to try ...
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Grow or go?

Posted by Naomi Rosenthal on Thursday, September 1, 2011, In : Investments 

A critical part of building portfolios is getting the right balance between income and capital appreciation to help ensure your long term investment objectives are achieved.   Often in times of market volatility we witness investors move to cash.  While the security of cash has its temptations, this strategy needs to be weighed against the potentially costly mistake of missing out on capital growth.

I just came across this great video from Zurich Investments which explains the importance of ...

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Will your kids pay tax this year?

Posted by Naomi Rosenthal on Monday, July 18, 2011, In : Financial Planning 

In the most recent budget, the government changed the taxation laws such that minors receiving non-working income WILL NOT be entitled to the low income tax offset of $1,500 from 01 July 2011.


This means that if you have kids with investment monies (such as a bank balance that has accrued from all that birthday money), they might find they have a tax liability at the end of the financial year.


It also has an impact on your more complex affairs such as paying distributions from a famil...

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Psychology of Investing

Posted by Naomi Rosenthal on Thursday, March 17, 2011, In : Financial Planning 

 (Click on picture to enlarge)
At the annual conference I attended recently in Hobart, I had the pleasure of seeing
Peter Thornhill deliver a no-nonsense, emphatic and impassioned talk on his favourite topic – the boring world of the sharemarket. He says, “I prefer the safety and security of the sharemarket to risky assets like term deposits.” What the…?

He believes the share markets are guided by forces beyond reason. Their ups and downs can be linked to collective human behaviour, n...

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