NewsBite

Portfolio diversification

August

Fund manager Chris Heller toyed with the idea of putting $10 million into an alligator farm.

The hunt for truly diverse investments – from alligators to concrete

With regular asset classes increasingly correlated, wealthy investors are looking to some esoteric choices.

  • Alan Livsey

July

How to navigate the greatest risk to your portfolio

If inflation is sticky and volatile, many holdings may be more dangerous than you think. Here’s how to drive around the potholes.

  • Giselle Roux

May

Debt recycling is a strategy used by the rich to get richer.

How the rich use this tax strategy to get richer

For many people, debt is a scary word. But debt can help build wealth so long as you’re careful about it.

  • Michelle Bowes
There are 635,000 rich Australians, representing around 2.5 per cent of the total population.

There are 635,000 rich Australians. Are you one of them?

Once, being a millionaire made you wealthy. But the goal posts have shifted, and a two-storey house with in-ground pool doesn’t really cut it any more.

  • Michelle Bowes
Anthony Selby says lingering high interest rates mean there’s nothing wrong with bagging a 5 per cent risk-free return in cash savings.

10 investment tips to ride out the ‘new normal’

Given elevated interest rates and inflation are forecast to flow through financial year 2025, investors are eyeing stocks, property and gold to get ahead.

  • Tom Richardson
Advertisement

February

The cryptocurrency industry is largely unregulated and accompanied by considerable risks, including high rates of fraud and extreme volatility.

If you can’t resist bitcoin, treat it as a ‘satellite’ investment

Often the hardest part of creating wealth is not figuring out the most exciting investments, it’s about remaining committed to a sound portfolio.

  • Duncan Burns

January

When overseas shares can be too much of a good thing

Not all SMSFs should increase exposure to global equities at the expense of the Australian market. Here’s why.

  • Ben Smythe

December 2023

Experts say the chief risk to many forecasts is the US election cycle and the efforts the US government might make to stave off recession. Simon Letch

The best five assets to buy in 2024, and three to dump

With inflation remaining high and markets fluctuating wildly, active investors stand to gain the most.

  • Andrew Hobbs
Investors have to approach exchange-traded funds (ETFs) that invest with a theme with eyes wide open.

Ignore global assets at your peril

Over-emphasising Australian assets in a portfolio at the expense of global stocks can mean missing out on fast-growing sectors and heightens risk.

  • Alexandra Cain
Peter Edwards is the executive chair of the Smorgan Group and Victor Smorgon’s grandson.

What these fundies want to buy in 2024

After the most rapid interest rate hiking cycle in decades, experts agree on one thing: investors need to do their research, more than ever.

  • Lucy Dean

November 2023

Three years of negative returns have left investors wondering if the bond balloon has burst.

Want to make more money in bonds? Skip the ‘bargain hunt’

Duration risk, and the volatility it causes, is the trickiest part about investing in bonds, even after they’ve copped a beating.

  • James Weir

Five boxes to tick before buying commercial property

Rising cap rates mean investors need to consider whether there is underlying rental growth to support property valuations.

  • Sam Tamblyn

What investors need to know about companies with high cash flows

Cost-cutting or delaying on the basics may be one of the bigger flaws in corporate cash allocation. Qantas is a classic example.

  • Giselle Roux

Six ways to profit from rising gold price

The precious metal has shrugged off a strong US dollar and surging bond yields, signalling renewed strength.

  • Tom Richardson

October 2023

Exchange traded funds are a popular form of low-cost investment.

Why everyone is investing in ETFs

Exchange-traded funds are an investment megatrend that offer cheaper fees and a vast array of choice. But there is a lot to consider before buying.

  • Tom Richardson
Advertisement
History shows you can’t keep a good market down for ever.

‘Don’t catch a falling knife’ and 10 other investing mistakes

Dividend traps, selling winners and buying declining stocks are just a few of the other errors to avoid.

  • Tom Richardson

September 2023

Interest rates are likely to remain structurally high for a number of years, which is not reflected in equity, commercial property, residential real estate, venture capital, high-yield bond and/or private debt prices.

Cash and bonds to beat equities and high-risk debt

Elevated sharemarket valuations imply that future returns will be very poor.

  • Christopher Joye

How to reap higher yields offshore as rates coast sideways

Emerging economies and sub-investment-grade companies have good reasons to pay chunky yields.

  • Jeremy Chunn

Why family offices are rethinking their asset mix

With troubles across their portfolios, they are scrambling to rediscover defensive income.

  • James Wright

PE funds are making it easier to invest like the ultra-rich

Schroder slashed the minimum investment in one of its private equity funds by $480,000 to just $20,000. But wider access comes with higher fees and lock up periods.

  • Updated
  • Duncan Hughes

Original URL: https://www.afr.com/topic/portfolio-diversification-hvl