Sweat the Big Stuff… first

For the last twenty-four years’ or so I have moved in the circles of people who trade the financial markets. People who trade all sorts of instruments in all sorts of timeframes on all sorts of platforms. People on all sides of the financial markets spectrum, people who analyse, trade, advise, report and study the […]

Core Satellite Investing Approach

The Core Satellite investing approach provides a framework for investors to allocate their investments across different asset classes, investing strategies and instruments. An Investment Plan can be formulated using the Core Satellite approach that ensures structure, rigour, process, appropriate capital allocation and personalised risk management according to a prepared plan rather than deferring to gut […]

LICs (Listed Investment Companies) vs ETFs (Exchange Traded Funds)

The following question was asked on my Facebook page in response to a recent shared posting that I made about index investing: “Hi Gary, what are your thoughts on LIC’s as, say, opposed to ETFs for the Australian Market i.e. WHF, AFI, ARG, MLT vs VAS, STW, IOZ, VHY?” Barry, great question. And an answer […]

Big picture perspective on the S&P500 & ASX200

The five-year weekly chart below shows that the S&P500 is trending up in a secular bull market demarcated by the bold red rising channel lines. Secular – meaning a long-term cycle – bull and bear markets typically last around 16 to 18 years. However, the last secular bear market from 2000 to 2013 lasted just […]

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