Your Wealth
How to build a portfolio from scratch

How to build a portfolio from scratch

January 14, 2020

One of the questions we most frequently get asked is how to build an investment portfolio. If you’re just starting out, or you’ve decided to review your portfolio, what are the key principles you can use to build a suite of investments you’ll want to hold for the long term?

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A new decade and what it means for your portfolio

A new decade and what it means for your portfolio

January 2, 2020

As we enter the 2020s, there are signs of the end of globalisation, trade liberalisation and capitalism as we know it. Critical technology and demographic trends will arise, presenting both opportunities and threats for your portfolio.

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Equities for income – the best of both worlds?

Equities for income – the best of both worlds?

December 17, 2019

Equities have traditionally been seen as a ‘growth’ investment, but investors have increasingly become dependent on dividends and franking credits for their income. A dividend bonanza in early 2019 has rewarded many income investors, however some have hurt badly with unexpected dividend cuts from former blue chips. So how to manage an income-focussed equity portfolio?

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How to value a company

How to value a company

December 3, 2019

One of the greatest challenges for any investor is determining the value of a company they wish to invest in – how good is the business model, and how much should you pay for it?

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Is retail dead? What a downturn could mean for your shares

Is retail dead? What a downturn could mean for your shares

November 20, 2019

Australian retailers are currently recording some of their worst trading conditions on record, but are these challenges cyclical or structural? In other words, is the pain inflicted on your portfolio likely to be temporary, or permanent?

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What I’ve learned - from a share investing podcaster

What I’ve learned - from a share investing podcaster

November 5, 2019

Phil Muscatello hosts the podcast Shares for Beginners, where he shares his experiences on getting started in the sharemarket.

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Finding diamonds: why the ASX still offers value

Finding diamonds: why the ASX still offers value

October 22, 2019

The ASX has delivered over 18% calendar year to date, an exceptional result. So is there still value to be found in Australian equities, or should you look elsewhere for returns on your investments?

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What the ATO wants you to know

What the ATO wants you to know

October 9, 2019

The ATO recently sent letters to 18,000 SMSF trustees with potentially inadequate diversification, which sent a lot of recipients and their advisers into a spin. So what is the ATO really looking for when they regulate the SMSF sector?

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Reporting season and what it bodes for the Australian economy

Reporting season and what it bodes for the Australian economy

September 25, 2019

While the overall results looked mildly positive, there were some warning signs in the latest reporting season, for specific sectors and the outlook for the ASX in general.

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Five key risks and how to avoid them

Five key risks and how to avoid them

September 17, 2019

With interest rates at unprecedented lows in Australia, the search for yield is pushing investors into new assets and asset structures to boost their income. Lower yields may result in higher risk strategies, however; how do investors avoid falling income along with falling rates?

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