Keep your powder dry: Sometimes it good to invest less  

Invest less

Investment markets are rarely in perfect balance. There’s almost always something that feels off – asset classes that look overvalued, others that are out of favour, some delivering above-average returns and others lagging behind. That’s what I would call a normal market. Markets are never fully rational all the time.  That said, there are periods …

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Our most popular blogs and podcasts  

Popular blogs

Since launching the Investopoly podcast back in 2018, it’s been a rewarding journey of testing conventional wisdom, learning, research, and discussion around wealth-building, investment strategies, and everything in between.   To celebrate the growth and impact of the Investopoly podcast, we have pulled together the most popular blogs/episodes that have resonated with our audience over the …

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What are the best, safe, income-style investment options?  

investment

The Australian share market is valued at approximately $2.9 trillion. In comparison, the country’s bond market is worth more than half that amount, yet it remains relatively unknown to many investors. This includes bonds issued by the federal government, state and semi-government entities, as well as listed corporations.  This blog provides an overview of the …

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How advisors boost share portfolio returns 

advisor, portfolio

I recently met with a new client that I had previously met 10 years ago. Back then, he opted to work with an advisor in his home state rather than engaging us, since he did not live in Victoria. In the end, he never found an advisor and decided to manage his investments himself.  Fast …

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How to invest in the share market in 2025: index funds, managed funds, or direct shares?  

share market

If you’ve been following my blogs for a while, you’ll know that I’m a strong advocate for evidence-based investment strategies. Put simply, I only employ investment strategies that have a proven track record – where the evidence overwhelmingly shows that a rules-based approach has consistently delivered strong returns over many decades. This approach gives us …

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4 alternative rules-based share index strategies  

Share investing

When discussing share investing, I often advocate for using several low-cost, rules-based, evidence-backed indexing strategies. While most are familiar with traditional market cap indexing, I thought it would be worthwhile to explore alternative methodologies and when and how to use them    Traditional market cap indexing   The first retail index fund was launched by Vanguard in …

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