Investors Voice Category: Diversification
Rising inflation fears and market uncertainty could boost the investment appeal of government bonds, an obvious safe-haven asset.
When you focus on the total return of your portfolio, it’s OK to take some capital gain profits and use them for income.
To understand where we are, it is important to be in possession of two frameworks: the first is how booms begin and turn into bubbles that burst; the second is to understand the maths of valuing assets.
Research has shown that the ideal number of stocks to hold in a portfolio is around 20.
Property is the largest real asset class in the world, and makes up the largest component of household wealth in Australia.
Technology companies can get very big, very quickly, reflecting the size of the global markets they are addressing and their ability to scale rapidly.
Noting the current US equity bull market recently passed its ninth anniversary, increasingly, opportunities exist in identifying individual stocks with compelling business characteristics rather than riding the vagaries of entire markets.