IVV and NDQ: The problem with US concentration When you start learning about investing, it is very likely that you have heard of the S&P 500 index, an index that invests in the top 500 US companies. It is the most well-known index that gets recommended by influencers and even popular figures like Warren Buffet. […]
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Geared funds: are they suitable for long-term holding? Gearing, the act of borrowing money to invest, is commonly associated with investment properties, but can gearing be applied to stocks as well? Fund managers like Betashares and VanEck seem to think so with their recent additions of geared ETFs available to investors. However, how gearing affects
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A Koala’s Guide to Factor Investing In my article, Why index funds are the optimal place to start, the academic literature suggests the average person should start with index funds. So what should a person who is not average do? Ignoring the philosophical question on what it means to be “average,” if someone is uncomfortable
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Comparing indexed options between industry super funds Although fees are an important factor to consider when choosing a super fund, there are other considerations that people should be aware of. On top of fees, I’ll also be comparing index & market exposures and ESG implementation. I’ll also be explaining how Rest achieves 0% fees for
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Active Management is a Viable Option for Emerging Markets We’ve all heard the passive beats active echoed over and over, citing the $1M bet made by Warren Buffet or the 90% of managers couldn’t beat the S&P 500 in a 10-year period. But is it really that clear cut? Although generally true, there is evidence
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Next steps Investing for beginners: Part 8 of 8 If you’ve read through the whole beginner series, you should now have a solid foundation to start your investing journey by knowing the following: I say in the article that index funds are the optimal starting point for the average investor. If you are the average
Investing tips and fundamentals to be aware of Investing for beginners: Part 7 of 8 All of the information in this beginner investing series so far is to help get started with investing. This article will be a list of tips and additional information to hopefully prevent common mistakes and misunderstandings when beginners start investing.
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The stock market: setting realistic expectations Investing for beginners: Part 2 of 8 In the previous article: Should you invest in the stock market?, I talk about other places one should consider prioritising their money before investing in the stock market. But it is now the time to understand the risks and returns of the
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Should you invest in the stock market? Investing for beginners: Part 1 of 8 So, you have some spare cash and you want to put it to good use, but you don’t know where to start. You don’t know whether to leave it in a savings account, put it into your super fund, or dip
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Most popular brokers to buy ETFs Investing for beginners: Part 6 of 8 In the previous article: Choosing index funds for Australians, I go over what ETFs one can use to get started. After deciding on what ETFs to invest in, you need to sign up with a broker to facilitate the buying and selling
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