SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
Hybrid Securities Part 3 – Preference shares
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Many thanks to Dean Greacen from SMSF Investor for today’s post. Dean will be sharing with us a series of posts on Hybrid Securities, which could be a great investment for SMSFs seeking high yield with capital growth.
A preference share is [...]
Hybrid Securities Part 2 – Convertible notes
Many thanks to Dean Greacen from SMSF Investor for today’s post. Dean will be sharing with us a series of posts on Hybrid Securities, which could be a great investment for SMSFs seeking high yield with capital growth.
Convertible Notes are debt instruments that may be converted to an equity holding at a future date. [...]
Hybrid Securities Part 1 – what are they and what are the risks?
Many thanks to Dean Greacen from SMSF Investor for today’s post. Dean will be sharing with us a series of posts on Hybrid Securities, which could be a great investment for SMSFs seeking high yield with capital growth.
Hybrid securities have the characteristics of both debt and equity and the enormous growth of hybrid securities [...]
Is the DOW in trouble?
Watching the stock market action in the past week for me has been more exciting than watching the Australian Open. The most “entertaining” market is none other than the venerable DOW (see chart above) which comprises of the 30 largest companies in the US. Just one day after making a new high, the index fell [...]
The tortoise and the hare
I saw this article “Non-profit super shows best returns” today which reported that between 2000 to 2009, funds operated by unions and employers on behalf of members posted the best annual returns. Retail funds – those run for profit by financial institutions – were nowhere to be seen on the league table, which ranked a [...]
Risk vs Reward
After the spectacular stock market rally of 2009, even the most bullish analyst is not expecting an encore of this performance in 2010. The more optimistic forecasts are for a 10-20% increase but the odds are higher for stocks to go sideways or down in 2010. There is still a lot of uncertainty if the [...]
2010 Bear Market Strategies
I was surprised when I found out that the top keyword search phrase for my blog this month was “2010 Bear Market Strategies”. Due to the lack of bearish articles on Australian sites, my little old blog appeared in the top 2 listings on the Google search results! For the few bears out there (according [...]
Get your fair share of commission rebates
I am sure no consumer likes to pay commissions for the financial products we buy. Unfortunately, the financial product providers have no choice but to pay commissions to provide incentives for financial advisers to recommend their product. Last weekend, we had drinks with one of Kingsley’s good friends who works for a fund management company [...]
My outlook for 2010
I wish I can be a little bit more enthusiastic when I exchange “Happy New Year” wishes with family and friends. I just cannot do it because deep inside, I think there will be more pain to come in 2010 for investors. When I look at the events that have taken place in the past [...]
Where is the AUD headed in 2010?
Yesterday, the Aussie dollar index broke below a key technical support level of 89.89 which was the most recent low on 28 Oct 2009. From the chart below, you can see a “head and shoulder” chart pattern (not a classic textbook one as there appears to be three right shoulders). The “head” is marked by [...]
