TOPIC

INVESTMENT POLICY STATEMENT News & Analysis

Future Focus: A better way to use financial advisers' favourite investment strategy
Personal Finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
Shani Jayamanne | 26 February 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
Transitioning to a ‘grown up’ portfolio
Personal Finance
Transitioning to a ‘grown up’ portfolio
What do you do when you have made investments in the past that you no longer believe in?
Shani Jayamanne | 14 February 2025
Negative gearing: is it a tax concession?
Personal Finance
Negative gearing: is it a tax concession?
Negative gearing allows investors to deduct rental property expenses, including interest, from taxable income, but its tax concession status is...
Paul Tilley | 22 January 2025
Is the "watch and wait" investing strategy for you?
Personal Finance
Is the "watch and wait" investing strategy for you?
I walk a potential watchlist candidate through some of my investing criteria.
Joseph Taylor | 18 November 2024
Self-reflection as a key to investing success
Personal Finance
Self-reflection as a key to investing success
Is the investing baggage you carry hampering your ability to achieve your goals?
Mark Lamonica | 15 October 2024
Focus on what you can control
Personal Finance
Focus on what you can control
In this week's Investing Compass episode, Shani goes through her investment strategy.
Shani Jayamanne | 22 July 2024
How to define an investment strategy
Personal Finance
How to define an investment strategy
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Mark Lamonica | 05 May 2024
5 steps to create an investment strategy - Part 3
Personal Finance
5 steps to create an investment strategy - Part 3
Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.
Mark Lamonica | 05 December 2023
My latest investment checks all my boxes
Personal Finance
My latest investment checks all my boxes
Aligning a share to your investment strategy is the key to investing successfully. This ASX share with a moat is finally trading at an attractive...
Mark Lamonica | 28 August 2023