Stock investment resources

Discussion in 'Sharemarket Investing Platforms, Tools & Services' started by The Falcon, 22nd Jul, 2015.

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  1. The Falcon

    The Falcon Well-Known Member

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    Ah, big “no warranty” warning on that list of course :) haven’t looked for ages, I’m sure my view would be different on some of them.
     
    The Falcon, 15th Feb, 2018
    #241
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  2. APINDEX

    APINDEX Well-Known Member

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    good video even though US centric with bond allocation lots of good points interesting points on DCA.

     
    APINDEX, 23rd Feb, 2018
    #242
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  3. Nodrog

    Nodrog Well-Known Member

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    This gets his message across in less than two minutes:);

     
    Nodrog, 23rd Feb, 2018
    #243
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  4. Anne11

    Anne11 Well-Known Member

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    Anne11, 1st Mar, 2018
    #244
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  5. Anne11

    Anne11 Well-Known Member

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    Anne11, 1st May, 2018
    #245
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  6. The Falcon

    The Falcon Well-Known Member

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    Ben Carlson and Michael Batnick’s podcast “animal spirits” (on iTunes) is bloody good...a solid resource for deeper insights.
     
    The Falcon, 2nd May, 2018
    #246
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  7. APINDEX

    APINDEX Well-Known Member

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    I have also really been enjoying this podcast great topics and a lot to learn I also like that they make the podcast accessible I dont feel as though I need to be a CFA to understand the concepts they are talking about! I liked Meb Fabers podcast episode with Ken Fisher as well..

    Newish interview with Jack some good questions like his view on factor investing at around 35 min.. maybe something to think about before I go and buy that new value active Vanguard ETF!

     
    APINDEX, 5th May, 2018
    #247
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  8. Lancel_Bracken

    Lancel_Bracken Member

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    I really enjoyed this: "Financial Fitness Forever" by Paul Merriman

    Sorry if it's already been posted!

     
    Lancel_Bracken, 6th May, 2018
    #248
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  9. The Falcon

    The Falcon Well-Known Member

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    The Falcon, 23rd May, 2018
    #249
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  10. Nodrog

    Nodrog Well-Known Member

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    Some very interesting stats there.

    Balanced Fund and Bonds performance over 30 years during the monster Bond bull market is interesting.

    Also listed property. It’s probably the time frame but Thornhill’s chart doesn’t seem to present AReit performance fairly?

    A23C2141-AC45-4654-B00A-A4D6B607EDAC.png

    @dunno, you there? Are you able to check if the above AReit data is correct and apply different time frames?
     
    Nodrog, 23rd May, 2018
    #250
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  11. The Falcon

    The Falcon Well-Known Member

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    I’ll be as delicate as I can here...let’s just say that the wrong conclusions can easily be reached from PTs chart. This is not a total return chart, but something else entirely. LPTs with a higher component of shareholder return paid out as distributions will always look terrible in PTs chart. Total return on the other hand is a different story.
     
    The Falcon, 23rd May, 2018
    #251
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  12. Anthony Brew

    Anthony Brew Well-Known Member

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    Wow fantastic!
    Even though when I first opened it and saw 2.5 hours I let out a moan, he turned out to be such a good presenter, enthusiastic, convincing and full of top notch information that I was engrossed the entire time and couldn't wait for what was coming next. Thanks for posting!

    Here is the short version in an article. Video is still worth watching though.
    6 steps to the ultimate retirement portfolio

    Now I have to find out if there are US and international value ETF's on the ASX.
     
    Last edited: 24th May, 2018
    Anthony Brew, 24th May, 2018
    #252
  13. Nodrog

    Nodrog Well-Known Member

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    That must have been hard:D.
     
    Nodrog, 24th May, 2018
    #253
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  14. The Falcon

    The Falcon Well-Known Member

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    @Anthony Brew , Merriman’s stuff is pretty exciting when you first see it. If you are interested in this then head over to Bogleheads, lots of discussion on Merriman and “slice and dice” portfolios. It’s a good exercise as it helps you understand correlations. A big caveat though, this is all based on back testing and gives zero consideration to the tax effects of frequent rebalancing. If, after investigation you wanted to assemble a portfolio like this on the ASX it can be done, but without the same level as specificity as NYSE listed products.
     
    The Falcon, 24th May, 2018
    #254
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  15. Nodrog

    Nodrog Well-Known Member

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    Best I could do for TOTAL RETURN comparison chart is for data going back around 26 years. Although given the history of the listed property sector the commencement date of this data is a useful one:
    CEFDCA29-A295-4F60-97B5-480835B4EA72.jpeg
     
    Last edited: 24th May, 2018
    Nodrog, 24th May, 2018
    #255
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  16. The Falcon

    The Falcon Well-Known Member

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    Yep. A very different picture than PT presents !!
     
    The Falcon, 24th May, 2018
    #256
  17. Nodrog

    Nodrog Well-Known Member

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    The comparison of Resources vs ASX200 / All Ords vs Industrials Total Return chart is even more stark. Different start dates in that mine is less (26 years ago) but probably more relevant given the composition of the index today. I did query him on this at one stage but didn’t really get a clear answer:

    My Chart:

    57F99FC3-20BE-4D02-A9FE-8E8C421FFD4A.jpeg

    Thornhill’s Chart:

    FD274AF5-2399-411C-B48E-287C39346B8E.jpeg
     
    Nodrog, 24th May, 2018
    #257
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  18. The Falcon

    The Falcon Well-Known Member

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    Correct. No surprise the course has been quietly discontinued. That ship is not made for turning.
     
    The Falcon, 24th May, 2018
    #258
  19. Hodor

    Hodor Well-Known Member

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    All the out performance is in that first decade (as you have shown).

    Did not know that.

    The importance of multiple view points on this stuff can't be underestimated. Too easy to get caught up in the spell of a good story with plenty of historic data and facts etc.
     
    Hodor, 24th May, 2018
    #259
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  20. Nodrog

    Nodrog Well-Known Member

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    From memory Peter didn’t choose to stop running the courses it was the Uni. I imagine he’s still running them for advisors etc when requested.

    I feel the message is still a good one but the full picture including potential negatives and realistic outcome needs to be presented.
     
    Nodrog, 24th May, 2018
    #260
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