Investing Strategies

In asset allocation, you can have anything but you can’t have everything

invalid@example.com (twisted strategies) — Wed, 27 Feb 2019 08:49:54 +0000

In asset allocation, you can have anything but you can’t have everything - Cuffelinks

Reflections on four decades of investing

invalid@example.com (twisted strategies) — Sun, 17 Feb 2019 11:10:30 +0000

Reflections on four decades of investing - Cuffelinks

hopefully some of this will help you

good luck

Property Renovators - Main Residence Exemption - Any suggestions to make it go faster?

invalid@example.com (Adam2019) — Tue, 12 Feb 2019 22:07:23 +0000

Dear Fellow Members,

I heard from a friend that is using this strategy.

Buy, renovate, live in for about 2-3 years then sell then repeat.

So the brownies here are the main residence exemption provided that one only owns this property that he/she lives in.

It might be great starting off or sometimes...ie when things are booming and when things are not or given the 2-3 year rinse and repeat cycle...is there any other things to make it turbo charge or otherwise it is really like a salary...

Property Renovators - Main Residence Exemption - Any suggestions to make it go faster?

Trading economic releases, (US dollar) non farm payroll, GDP vs Quarterly income statements (shares)

invalid@example.com (Phillip) — Tue, 05 Feb 2019 10:54:01 +0000

Hello all, I am new to markets and am not very certain of many factors.

I'm looking into short term investing based on economic reports and at the moment I'm caught between two paths, I will explain why I have come to this conclusion and maybe some people can give me advice on my current ideas or generate new better ideas.

Foreign exchange (AUD/USD) There are some really good economic figures released monthly to trade the US dollar, primarily the non farm payroll and GDP figures, the idea...

Trading economic releases, (US dollar) non farm payroll, GDP vs Quarterly income statements (shares)

Canterbury Property Services

invalid@example.com (armorris007) — Mon, 04 Feb 2019 01:55:23 +0000

I've recently discovered the Canterbury Property Services scheme for property investment. Sounds like an unbelievable proposition ... which raises alarm bells ....

Does anyone have any positive or negative comments to make regarding their claims?

Many thanks,

Andy

Why do we bother with stock market forecasts?

invalid@example.com (Tropo) — Thu, 17 Jan 2019 22:42:25 +0000

Why do we bother with stock market forecasts?

ACCC close to approving tobacco-free certification

invalid@example.com (twisted strategies) — Fri, 21 Dec 2018 23:41:27 +0000

ACCC close to approving tobacco-free certification

NICE !!!

that should keep some whining idiots out of some stocks i hold

indirect links to tobacco must include WOW , COL and MTS , but also include such investments as fuel outlet REITs , retail shopping REITs ( and some warehouse focused REITs ) some packing companies and arguably some transport companies .

that...

ACCC close to approving tobacco-free certification

Private Market Investors Say Fees Matter Most in Manager Selection

invalid@example.com (twisted strategies) — Fri, 14 Dec 2018 06:45:34 +0000

Private Market Investors Say Fees Matter Most in Manager Selection

although i don't swallow the 'prettied up ' performance figures on the funds

i do think ( historical ) dividend yields as an important factor ( more important than fees )

Riding the share market rollercoaster

invalid@example.com (twisted strategies) — Wed, 07 Nov 2018 07:29:11 +0000

Riding the share market rollercoaster

Young Investors (<30) Thread

invalid@example.com (archangelsupreme) — Thu, 01 Nov 2018 09:33:01 +0000

Got inspiration from the Where are you now, where are you going thread.

Though want to restrict discussions to young investors and those just starting out or have just started their careers.

===============================

***Current Situation***

Age = 23

Work = Recently graduated and have just started working full-time.

Investments = 4 x Managed Funds = Total = $35k

* Macquarie Small Companies Growth Trust
* BT Imputation Fund...

Young Investors (<30) Thread

Five factors to check for Nervous Investors

invalid@example.com (twisted strategies) — Thu, 01 Nov 2018 01:48:39 +0000

Five factors to check for Nervous Investors - Cuffelinks

( DYOR )

Investment flows and the trifecta of desire

invalid@example.com (twisted strategies) — Thu, 01 Nov 2018 01:45:17 +0000

Investment flows and the trifecta of desire - Cuffelinks

( DYOR )

Retirement planning gets a recession check

invalid@example.com (twisted strategies) — Tue, 30 Oct 2018 02:00:22 +0000

Retirement planning gets a recession check

i have been cherry-picking less obvious defensive stocks but not of the exclusion of the Asian sector ( i will still need some growth to help tame the future inflation , that will come at some time as well )

Can you make money from real estate without buying it?

invalid@example.com (twisted strategies) — Tue, 23 Oct 2018 10:01:35 +0000

Can you make money from real estate without buying it?

please note this is virtually an advertorial for an upcoming IPO

( DYOR )

i bought several of my REITs back in 2011 and 2012 and am so far quite comfortable with them ,

HOWEVER if this was to list and trade at a discount , i MIGHT be interested

after all property prices are weakening and credit will probably tighten

( but...

Can you make money from real estate without buying it?

ETFs attracting more money than LICs

invalid@example.com (twisted strategies) — Tue, 16 Oct 2018 02:59:51 +0000

ETFs attracting more money than LICs

i pick the best option for the outcome i desire

so far it is roughly equal between ETFs and LICs for me , but i see more opportunities in ( selected ) LICs in the medium term ( especially the actively managed ones )

( DYOR )

Investing and spouses tax strategy / questions

invalid@example.com (barduck) — Mon, 15 Oct 2018 08:29:12 +0000

Hi all,

Am looking to get some advice on a hypothetical investment strategy that i've been pondering over. It's probably not something unique or innovative, and i'm sure its been done before, but would really appreciate your thoughts / insights.

Strategy overview:

Me: 37% tax bracket.
Wife: 0% tax bracket (housewife - 0 dollar income a year currently)

1) Take out a line of credit under both of our names - this is to increase serviceability as wife doesn't have an income.
2) Use...

Investing and spouses tax strategy / questions

Building portfolios: diversification without the heartburn

invalid@example.com (twisted strategies) — Thu, 04 Oct 2018 01:37:35 +0000

Building portfolios: diversification without the heartburn - Cuffelinks

Investing in global disruption, four years on

invalid@example.com (twisted strategies) — Thu, 27 Sep 2018 01:43:34 +0000

Investing in global disruption, four years on - Cuffelinks

Three reasons shorting can benefit your investment returns

invalid@example.com (twisted strategies) — Tue, 25 Sep 2018 05:08:56 +0000

Three reasons shorting can benefit your investment returns

this is obviously and advertorial for a new LIC/fund

i hold some inverse index ETFs and at least 2 olf my held LICs dabble in selective short-selling

so while i do not short sell myself , i do have some exposure to short-selling

... but our markets are near cycle highs , could this be useful to you

( DYOR )

GFC and personal reflections, 10 years on

invalid@example.com (twisted strategies) — Wed, 19 Sep 2018 22:13:13 +0000

GFC and personal reflections, 10 years on - Cuffelinks

i was NOT in the markets during the GFC and was quite busy with other things at the time ,

so yes , i like to read diverse views of history , hoping to learn something

Being an obvious idiot is the worst part of value investing

invalid@example.com (twisted strategies) — Wed, 19 Sep 2018 22:08:46 +0000

Being an obvious idiot is the worst part of value investing - Cuffelinks

i don't mind the market disagreeing with me , as long as the dividends keep flowing

Paul Tudor Jones

invalid@example.com (Tropo) — Tue, 18 Sep 2018 00:54:43 +0000

Goldman Sachs | Talks at GS - Paul Tudor Jones: Investing in a More “JUST” World

Retail investors can invest like institutions

invalid@example.com (twisted strategies) — Wed, 12 Sep 2018 03:35:18 +0000

Retail investors can invest like institutions - Cuffelinks

When good defensive investments go bad

invalid@example.com (twisted strategies) — Wed, 08 Aug 2018 11:28:17 +0000

When good defensive investments go bad - Cuffelinks

i expected a severe downturn in 2013 , and made several ( counterintuitive ) defensive investments which actually flourished in the good times ( call it dodging an artillery shell )

the main problem for me is that my strategy still hasn't been properly 'crash-tested '

so while in theory everything LOOKS like there is a back-up plan in place , what...

When good defensive investments go bad

Lessons from the endgame for Toys ‘R’ Us

invalid@example.com (twisted strategies) — Wed, 08 Aug 2018 11:20:20 +0000

Lessons from the endgame for Toys 'R' Us - Cuffelinks

Should you be a value or growth investor?

invalid@example.com (twisted strategies) — Thu, 19 Jul 2018 01:59:42 +0000

Should you be a value or growth investor? - Cuffelinks

Japanese Pensions Push Hard into Alternatives

invalid@example.com (twisted strategies) — Tue, 10 Jul 2018 02:58:13 +0000

Japanese Pensions Push Hard into Alternatives

are we getting close to the top , when conservative managers are forced to take on extra risk to generate returns ??

Combining Fundamental Analysis and Value Investing?

invalid@example.com (MoneyNotorious) — Sun, 08 Jul 2018 23:37:14 +0000

Many have told me that fundamental analysis is a tool of value investing whilst others have said its two different things. I've always seen the two go very closley hand in hand as value investing principles tell us what it should be worth and fundamental analysis tells us how good that company is.

My strategy thus far has been to utilise both. I apply the principles of value investing (such as financial ratios, intrinsic values through DCF etc...) and combine to the principles of...

Combining Fundamental Analysis and Value Investing?

Going global? Don’t break the ‘Golden Rule’

invalid@example.com (twisted strategies) — Thu, 05 Jul 2018 01:37:06 +0000

Going global? Don’t break the 'Golden Rule' - Cuffelinks

2018: an SAA odyssey

invalid@example.com (twisted strategies) — Thu, 28 Jun 2018 02:57:46 +0000

2018: an SAA odyssey - Cuffelinks

Five simple checks when investing long term

invalid@example.com (twisted strategies) — Thu, 28 Jun 2018 02:52:09 +0000

Five simple checks when investing long term - Cuffelinks

Podcast: What did you do during the GFC? Warning signs and lessons for investors

invalid@example.com (twisted strategies) — Wed, 27 Jun 2018 11:28:01 +0000

Podcast: What did you do during the GFC? Warning signs and lessons for investors - Cuffelinks

2007/2008 ??

i paid very little attention to the economy or financial markets ( probably in hindsight a big mistake or a lucky break as several stressful events were unfolding in my life )

however hindsight and analysis may help investors now

Debt Free..... The Best Place To Be!

invalid@example.com (CairnsFinancialPlanner) — Wed, 20 Jun 2018 03:34:23 +0000

Paying off debt and never owing it again is a truly liberating experience. By implementing the debt reduction method of one debt at a time; one’s confidence builds through reinforcement as the evidence of progress reveals itself, (releasing debt burden) one debt at a time. I encourage you to embrace this approach if you are lost and confused when it comes to how to best pay out your debts....

Debt Free..... The Best Place To Be!

Why stock selection beats macro forecasting

invalid@example.com (twisted strategies) — Thu, 31 May 2018 05:19:11 +0000

Why stock selection beats macro forecasting - Cuffelinks

a topic close to my own heart

this matched up with Buffet's concept of investing in what you understand , has worked very nicely for me ( SO FAR ) a bit of investment cash rescue ( to lock out investment capital losses )

true my gains are smaller , but i will willing do that to safeguard against ( investment ) capital loss .

( DYOR )

What do you do when your research doesn't match?

invalid@example.com (MoneyNotorious) — Sun, 27 May 2018 04:25:40 +0000

One of the core topics that I have learned from Graham's 'Intelligent Investor', is simply DO YOUR OWN RESEARCH before investing. A value investing pillar we can all agree on.

I have attempted my first ever stock hunt with the principles I have learned. The company that fit my own criteria - Coca Cola Amatil (CCL).

My first baby step was the EPS. Since I started I've been using Investing.com and I see the EPS is listed as 0.6. But when I do my own calculation I get 0.42. It wasn't until a...

What do you do when your research doesn't match?

Unlisted Growth/Smallcap/Microcap Managed Funds : When is a good time to buy in ?

invalid@example.com (SouthernRiver) — Mon, 14 May 2018 13:59:49 +0000

Hi there,

I was just wondering if there was an optimal time to buy into a growth driven unlisted managed fund such as a microcap or smallcap fund. The problem I can imagine is that if I was to buy prior to the end of the financial year (eg in June) I might be responsible for paying tax on a capital gain at the end of June that I did not derive any significant value out of (e.g. it was a capital gain that the fund accumulated over many years that Idid not really partake in). Conversely, I do...

Unlisted Growth/Smallcap/Microcap Managed Funds : When is a good time to buy in ?

Warren Buffett’s Not-So Secret Budget Strategy

invalid@example.com (twisted strategies) — Sun, 13 May 2018 23:11:01 +0000

Warren Buffett's Not-So Secret Budget Strategy | Rask Media

something i have just stumbled on ( the web site )

seems to focus on shares i have little interest in , but i am not 'everyone '

may mature into a nice little research asset

Betashares A200

invalid@example.com (Jay) — Wed, 09 May 2018 21:36:52 +0000

This has a MER of 0.07%. What are the downsides to this ETF?

2018 Berkshire Hathaway Annual Shareholders Meeting

invalid@example.com (twisted strategies) — Sat, 05 May 2018 22:21:53 +0000

2018 Berkshire Hathaway Annual Shareholders Meeting

now i am far from Buffet's biggest fan ... but i DO listen and think about what he ( and Charlie Munger ) say and then make my own decisions ( using any extra wisdom i feel is useful )

Wealth Within

invalid@example.com (Alwayslooking) — Thu, 03 May 2018 09:40:06 +0000

Hi All
Does anyone here follow Dale Gillham's strategy from Wealth Within.

I did try to search but came up within nothing.

Would be keen to learn more about this group.

Cheers, AL