A newbie's journey into Value Investing in the stock market.

Discussion in 'Share Investing Strategies, Theories & Education' started by Sackie, 4th Feb, 2018.

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  1. Sackie

    Sackie Well-Known Member

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    I was actually thinking 50/50 , oz and international . Still trying to absorb sooo much from pc and books its like info overload but im learning heaps . Enjoying it actually . Hopefully when some of my friends talk about stocks I will be able to join the conversation in the future and not just speak up when they discuss real estate :)
     
    Sackie, 8th Feb, 2018
    #161
  2. Sackie

    Sackie Well-Known Member

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    You guys are awesome . Thanks for all the info.
     
    Sackie, 8th Feb, 2018
    #162
  3. Chris Au

    Chris Au Well-Known Member

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    Out of curiosity, can I ask why 50:50 Aus:Intl?? Possibly closer to 66:33? I'm sure it will all sort through.

    Thanks for starting another great discussion.
     
    Chris Au, 8th Feb, 2018
    #163
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  4. Sackie

    Sackie Well-Known Member

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    Just a stating point until i get more direction . Are you suggesting to weight international more than Australia?
     
    Sackie, 8th Feb, 2018
    #164
  5. willair

    willair Well-Known Member Premium Member

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    With what's starting to unfold ,particularly with the raw silent character of the truth it may be wise just to stay on the sidelines for now,because if we go into a bear market it always comes with adverse outcomes and human error..imho..

    [​IMG].
     
    Last edited: 8th Feb, 2018
    willair, 8th Feb, 2018
    #165
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  6. Sackie

    Sackie Well-Known Member

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    That will be my last dilemma ..when to go in. Coming from my value add background ...i would LOVE to get in after a good dip or correction .
     
    Sackie, 8th Feb, 2018
    #166
  7. Zenith Chaos

    Zenith Chaos Well-Known Member

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    Zenith Chaos, 8th Feb, 2018
    #167
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  8. Redwing

    Redwing Well-Known Member

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    Hi @Leo2413

    Has the plan and the strategy evolved over the years

    If so, what is its current format?
     
    Redwing, 8th Feb, 2018
    #168
  9. Sackie

    Sackie Well-Known Member

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    Yes its evolved as our equity grew and risk profiles changed over time. Started of with buy, reno and sell to buy reno and hold. Did a lot of that then progressed to small developments and more recently we've engaged in a few JVs at the same time.

    Also before a few of the Chinese markets exploded we managed to invest in some units (partner is Chinese so it helps) as well as buy some commercial shops in Taiwan . Some very good timing that's for sure .

    Partner has always wanted to have some exposure to the stock market and I was hesitant. But now we're in a position where it won't affect our asset base and business so I'm willing to diversify a small amount of capital. I've been interested in it too for sometime so it's not like I'm anti stocks . Just don't want something that requires many hours a week of work so i think lics/etfs and a small handful of individual stocks may be a good compromise .

    Putting this small part aside, we mostly focus on residential developments and jvs. Partner also does some consulting as a side busines for high net worth clients wanting accounting/tax advice.
     
    Last edited: 8th Feb, 2018
    Sackie, 8th Feb, 2018
    #169
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  10. Sackie

    Sackie Well-Known Member

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    Sackie, 8th Feb, 2018
    #170
  11. willair

    willair Well-Known Member Premium Member

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    Maybe now is the time to buy some gold

    upload_2018-2-9_5-53-12.png

    Looks like it will be another interesting day on the Australian markets 20%plus downturn is in the range now,and once it goes above that downward trend it does not take a genius to work out what happens next..
     
    willair, 9th Feb, 2018
    #171
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  12. Sackie

    Sackie Well-Known Member

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    Watching with interest. Dow took a hitting yesterday..
     
    Sackie, 9th Feb, 2018
    #172
  13. Alex Straker

    Alex Straker Financial Life Coach Business Member

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    [
    Now we talkin' ;)
     
    Alex Straker, 9th Feb, 2018
    #173
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  14. Redwing

    Redwing Well-Known Member

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    upload_2018-2-9_8-29-54.png

    This morning
     
    Redwing, 9th Feb, 2018
    #174
  15. wombat777

    wombat777 Well-Known Member

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    In my super I’m currently at 32% international, 60% Australia, 8% cash. Was at 18% cash before the Dow plunged.

    Don’t forget the cashflow benefits you get from fully franked Australian dividends.
     
    wombat777, 9th Feb, 2018
    #175
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  16. Sackie

    Sackie Well-Known Member

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    OK so this is where I am so far with my research. The reading is very interesting at enjoyable too.

    ETF: VAS, IBK
    LICs: WHF, ARG, BKI, MLT
    Individual stocks: Not researched yet.
     
    Last edited: 19th Feb, 2018
    Sackie, 19th Feb, 2018
    #176
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  17. oracle

    oracle Well-Known Member

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    IBK is US Domiciled ETF. As long as you are aware of it. If you are interested in investing in Asia I would recommend VAE. It is Australian domiciled ETF from Vanguard and has management fee of 0.40% compared to management fee of IBK which is 0.70%. It has most Asian countries including China, India, South Korea, Hong Kong, Taiwan, Singapore, Thailand, Philippines, Malaysia, Indonesia etc.

    Regarding LIC I guess you mean MLT and not MET (There is no stock with that symbol)

    Else looks good

    Good luck!

    Cheers,
    Oracle.
     
    oracle, 19th Feb, 2018
    #177
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  18. Sackie

    Sackie Well-Known Member

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    Hi Oracle,

    Yes it was a typo, I meant MLT. Thanks for the info re VAE, I am looking into it now mate. Cheers. Appreciate the feedback.
     
    Sackie, 19th Feb, 2018
    #178
  19. pwnitat0r

    pwnitat0r Well-Known Member

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    Haven't read the whole thread, but value investing is not too common or popular.

    Funds that are successfully using this style of investing include:

    - Castlereagh Equiry
    - EGP Capital
    - Samuel Terry Asset Management

    google the names for more information
     
    pwnitat0r, 20th Feb, 2018
    #179
  20. Sackie

    Sackie Well-Known Member

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    Appreciate the feedback
     
    Sackie, 20th Feb, 2018
    #180
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