SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
Portfolio Construction For the Next Decade
It’s so good to be able to sit down and write a blog post today. I had so many things I wanted to write about but I determined to focus on finishing my Dip FS course before the end of February. I submitted my final case study yesterday so I can finally get back to [...]
How should you measure your SMSF performance?
Most mutual funds measure their performance against a market index and I know some Self Managed Super Funds (SMSF) do the same. Each public fund has an investment strategy which is outlined in their product disclosure statement (PDS) and it cannot be changed by the fund manager without the approval of the members of the [...]
Using Fibonacci to identify potential turning points
In my last blog post, I talked about some “topping” chart patterns used in technical analysis. Since Elliott Wave International is giving away a free e-book on using Fibonacci to identify turning points this week, I thought I would continue my series on technical analysis and write a post on how I use Fibonacci Retracements [...]
AORD head and shoulders – an example of when to hedge
Yesterday I decided to buy XJO put options to hedge my Australian stock portfolio because of what I observed as a “head and shoulders” pattern on the daily chart of the All Ordinaries Index (see $AORD chart above). This pattern is formed when the price charts make a new lower “high”. In a healthy bull [...]
Flight to safety starting
In the last few days, the only “green” on my watchlist of Australian stocks were those of defensive stocks like utilities and consumer staples while the mining and banking stocks tumbled. Telstra, which was so unloved in the past months is finally making a strong comeback. For those public super funds who have to maintain [...]
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 [...]
