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When searching for businesses that can generate excess returns on a sustainable basis, the concept of a moat can be invaluable. How wide is the barrier between you and your competitors, and can it be maintained?
It is said you can’t avoid death and taxes, but how do taxes affect your earnings, and what can you do about it? Listeners regularly ask us to discuss franking, the 45 day rule, deductions and other tax rules that affect how much of your investment returns you keep.
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?
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.
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?
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?
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?
Phil Muscatello hosts the podcast Shares for Beginners, where he shares his experiences on getting started in the sharemarket.
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?
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?
