SMSF Investment StrategiesSharing Simple Strategies for Self Managed Super Funds
Learn, Do, Teach
We just received the FY2011 financial statements for our SMSF and once again we are very pleased with the returns from our Australian stock portfolio. For the past 3 years, we have been using options to enhance the returns on our stock portfolio using the simple strategies that we have shared on this blog such [...]
Book Review: The Big Short
Things are slowly settling down in my parent’s household and I finally have some time to catch up on my reading. I just finished the book “The Big Short: Inside the Doomsday Machine” by Michael Lewis which was on the New York Times non-fiction bestseller list for 28 weeks last year. Michael Lewis is a [...]
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 [...]
Investment Strategy Part 4: Summary and Example
This is the final part of this four part series of posts on Preparing the Investment Strategy for your SMSF (the complete series can also be found on the Articles page). To wrap up, I will just summarise some of our discussions and give an example of how to prepare this document and when you [...]
Investment Strategy Part 3: Passive vs Active Investment Methods
This is Part 3 of a four part series of posts on Preparing the Investment Strategy for your SMSF (the complete series can also be found on the Articles page). In my previous post, I talked about using Asset Allocation as an investment method. This is a passive investment method and we found it inadequate [...]
Think like a Professional Fund Manager
According to this article “Small Funds now Biggest Sector of Super Industry” in The Australian newspaper, Self Managed Super Funds have become the biggest sector in the Superannuation industry since October 2008. As mentioned in a speech by the Deputy Commission of Taxation in a SMSF conference in February 2009, funds invested in the sector [...]
3 Good Reasons Why Stock Investors Should Learn About Options Today
At the time of writing this post, the All Ordinaries has rebounded about 30% from the March 2009 lows. Some individual stocks have even done better than that. Rio Tinto went up 80% from $43 in March 09 to $77 in June 09. The rally has taken a pause after touching 4000 and we really [...]
