Portfolio construction is always a popular topic among investors, but as markets become more volatile, the practice of carefully piecing together a jigsaw of investments that weathers both good times and bad is particularly relevant. Effective portfolio construction is essential to successful investing, but many investors struggle to understand the...
WHY SUPER AND GROWTH ASSETS LIKE SHARES HAVE TO BE SEEN AS LONG-TERM INVESTMENTS
This is an update of a note I wrote last November, but after the recent plunge in shares and the associated 10% or so loss in balanced growth superannuation funds through the March quarter, it’s particularly relevant now. When share markets plunge as they did into March the standard questions...