SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
Term deposits vs treasury bonds
I would like to apologize for the lack of new posts in the past few weeks as we were away for two weeks and last week I have been busy with getting the household back in order and helping the newest member of our family (a homestay student from China) settle in. I have also [...]
International shares – which ones are outperforming?
In my humble opinion, allocating some of your funds to invest in international shares is a good idea for any SMSF. Most large super funds do offer exposure to international shares but most SMSFs prefer to hold Australian shares only. One of the favourite investments for SMSFs are “blue chip” Australian shares but when you [...]
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 [...]
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 [...]
Is China a leading indicator? Part 2
On August 20, I wrote my first post on this when the Shanghai Composite (SSEC) convincing broke through the multi-month uptrend line. Since then, the index has completed a failed retest of the trend line from the back side and has put in a lower high similar to Jan 08. This is very bearish and [...]
Module 1.3 How to protect stocks that do not have options
As promised, we have started on our training videos to show interested readers implement some of the investment strategies discussed in our blog posts. Our first training program is called “Options Education for the Stock Investor“. For the complete program, check out the Training Videos page. Below is the third video in this program.
NOTE: This [...]
Is China a leading indicator?
China’s stock market started rebounding in November 2008, about four months before most other global markets which only started their rallies around March 09. I have been watching the Shanghai Composite Index (ticker symbol ^SSEC on Yahoo Finance) which has rallied about 100% since Nov 2008 and seems to have peeked around early August 2009. [...]
Create your own DIY capital protected investment
Every now and then I would get emails from my broker to ask me to buy some special Capital Protected investments. These products are generally share investments with a guarantee that your capital will be protected if the share falls below your purchase price, and you can keep any capital gains made if the share [...]
Alternative Investments 2 – Exchange Traded Funds
In my earlier blog on April 30, I talked about using Exchange Traded Funds (ETFs) to gain exposure to gold and silver without the hassle of having to store the physical commodity. ETFs can be used to gain targeted exposure to a class of investments while maintaining diversification to manage individual company risk. For example, after [...]
