How should I rebalance my growth portfolio?
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The key decision is your defensive versus growth allocation It is a key element of our approach to investment risk management that you should select a target asset allocation that…
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The only free lunch(es) in finance
The investment equivalent of par golf One of our four key investment philosophies is that “Diversification is key”. Effective diversification requires you to invest in broad based asset portfolios of…
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What we know now is no guide to future investment returns
Asset prices quickly reflect everything we know A fundamental tenet of our investment philosophy is that markets do a pretty good job in quickly incorporating information into asset prices. Current…
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Investing without feeling or forecasting
You don’t need to feel or forecast for a good investment experience In our previous article, we warned of the dangers of letting both your emotions and predictions/forecasts influence investment…
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Managing investment uncertainty
Most investors should hold a combination of defensive and growth assets In our last article, we explained why we don’t think that the past five years of poor share market…
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Should Gen X ever desert the share market?
Gen Xers should be rejoicing An article in “The New York Times” of 29 May 2012 titled “Younger Investors Jaded About the Stock Market, Survey Finds”, reported that a survey…
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The Allure of Gold
Gold as a safe haven The allure of Gold, as a viable long term investment option, has shot to new heights in the past five years. While this is perhaps…
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Is a 100% defensive portfolio low risk?
The real risk is running out of money In turbulent and generally downbeat financial markets, like we have experienced since the end of 2007, there is natural tendency to become…
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How does your “Personal Financial Scorecard” look?
A picture paints a thousand words… Our recent article, “What is “The Value of Financial Planning”?”, introduced a number of key metrics that we monitor to assess clients’ progress toward…
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Transitioning to your target asset allocation
How do you close the gap between your current and target asset allocation? Our previous article, “Measuring your current asset allocation”, explained how we believe wealth accumulators (those whose after-tax…
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