Remember when ARK's Tesla price target was based on modelling yearly capex of $300 bucks a year instead of $300m? Good times.
Happy new year all – I hope you all have a safe and prosperous 2020. Its time for my annual attempt to make everyone think a little bit harder...
Any thoughts as to the merits of either? I was thinking about taking the Master Builders one day course to start off but may try to get the UDIA...
Hopefully the Australian brokers pull their collective heads in and start lowering ludicrous fees.
Never interested me to be honest.
I have a reasonable allocation to infrastructure. I expect distributions broadly for the class to grow in line with global growth (although no...
The other thing to consider with these assets is that natural owners (pension funds/SWF/superannuation funds) have extremely low cost of capital...
I think, and don't quote me on this one (although I'm pretty sure its very close to the mark) that these get grouped in defensive given the return...
Hearts and Minds stock picks are literally published in the AFR the day after. More directors fees for everybody!
If you've got a very vanilla portfolio of very liquid ASX200 stocks trading at a 15% discount...
thats not how interest rates work
Some interesting charts in the WHF annual report for those interested, particularly those who subscribe to the "industrials>broad market" point of...
probably not o_O
Just pick one and don't budge. Or 50/50 and don't budge. Whatever, just don't get tempted to try to time your hedges.
I'm pretty sure this would be hard work! I've always used Sharesight as a portfolio tracker primarily - I think there are other tools you can use...
I've got some strong feelings on hybrid instruments but not so much on corporate bonds. Something to be aware of is bond income isn't dividends,...
I agree that everyone should read the article and follow the blog. Of dollars and data is another good one for everyone. Unfortunately both lack...
ho ho this is an interesting little thread with some interesting little "facts" in it.
This is a really interesting point and something that I know a lot of people in the industry battle with. I understand that there is a school of...
This guy will eventually be right I suppose. I think he's been going since 2014.
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