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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 […]

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

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

Additional resources Investing for beginners: Part 8 of 8 Forums Websites/blogs Podcasts Youtube channels

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.

The stock market: setting realistic expectations Investing for beginners: Part 2 of 8 It is often said that the stock market is a risky and long-term investment, but what does this actually mean? Risk can mean a number of things, depending on the context. For example, risk can be defined as how volatile it is

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

Most popular brokers to buy ETFs Investing for beginners: Part 6 of 8 Contents After deciding on what ETFs to invest in, you need to sign up with a broker to facilitate the buying and selling of ETFs. This article summarises the most popular brokers to do this, assuming the ETFs are listed on the

Choosing index funds for Australians Investing for beginners: Part 5 of 8 In the previous article, I touched on the theory behind investing in a market portfolio and why it is sensible to start off with index funds. But I’ve yet to define what exactly an index fund is and how it matches the performance

All-in-one ETFs: Using a single ETF to get global exposure The objective of these ETFs is to gain exposure to both the Australian market and the global market, all in one ETF. Key differences are summarised in the table below: VDHG DHHF IGRO Management Expense Ratio (MER) 0.27% 0.19% 0.22% Tax drag 0.00% 0.09% 0.00%