Investing Education
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A Simple test of your time horizon
Tim Kelley
November 15, 2018
We – along with many others – talk a lot about the benefits of being able to take a long-term view in equity markets. A study of history shows clearly that equity markets regularly throw up challenges to investor patience, and that those investors best able to meet these challenges are likely to do better. The very best investors are often people who have mastered the art of doing nothing at crucial times. continue…
by Tim Kelley Posted in Investing Education.
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Short-sellers: friend or foe?
Dean Curnow
November 15, 2018
The VGI thesis on Corporate Travel Management (ASX: CTD) has certainly been grabbing the headlines. Catching up on the weekend media, you only have to google “VGI + Corporate Travel” and there is at least 10 plus updates from various publications over the last 30 days. There is certainly a dichotomy of opinions on the topic, especially amongst the financial intermediary market. continue…
by Dean Curnow Posted in Investing Education.
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Part 2: Stay or leave?
Roger Montgomery
October 25, 2018
In our last article we demonstrated that ‘time in’ the market is clearly important but let me first remind you that if you are investing for the long-term, you must stick to ‘quality.’ continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Part 1: Stay or leave?
Roger Montgomery
October 24, 2018
Trying to accurately predict a market correction successfully is virtually impossible. As the legendary former mutual fund manager Peter Lynch said: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves.” continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Compare the pair: is it that simple?
Dean Curnow
October 18, 2018
The peak of the Royal Commission seems to have coincided with the peak in advertising air time for the industry super funds. I am not sure of the experience of the readership here on the blog, but it appears to me that the industry funds have really stepped up their campaigns over the last 12 months. continue…
by Dean Curnow Posted in Investing Education.
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Risk management – a free lunch
Tim Kelley
September 28, 2018
There are very few free lunches when it comes to investing, but something that comes close – in my view – is good risk management. There are different ways to think about risk. One common way is to think about it in terms of volatility, or standard deviation, which describes the range within which the price of an asset or portfolio might be expected to move in a given time frame. continue…
by Tim Kelley Posted in Investing Education.
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How imputation changes could hit retirees
David Buckland
September 12, 2018
Bill Shorten’s prospects of claiming The Lodge at the next Federal Election got a shot in the arm in recent weeks, and hence I thought it worthwhile focusing on how the ALP’s proposed imputation changes could hit retirees and change investing patterns. continue…
by David Buckland Posted in Editor's Pick, Investing Education.
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How to invest your super with Montgomery
Dean Curnow
September 4, 2018
Superannuation funds, from retail to industry funds, offer different levels of investment choice and control over how your super is invested. The investment options available play an important role in what super fund you may want to invest in. continue…
by Dean Curnow Posted in Investing Education, Montgomery News and Updates.
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One-Off Items Field Guide: Onerous Leases
Tim Kelley
August 27, 2018
Something that has caught our eye recently is a prevalence of companies taking onerous lease provisions as part of their financial reporting. continue…
by Tim Kelley Posted in Investing Education.
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Two ways to measure risk adjusted returns
Dean Curnow
August 17, 2018
At Montgomery we are constantly asked which fund of ours is the best to invest in? This is an incredibly difficult question to answer, as a) we don’t provide financial advice and are unaware of each of your personal circumstances (and risk preferences), and b) the strategies are not all created equal, in that they are trying to achieve slightly different things from an objective point of view by way of investment design. continue…
by Dean Curnow Posted in Investing Education.
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