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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Here’s what I think about crypto

Crypto

The price of Bitcoin has risen 64% in 2024 so far. That’s after rising 156% in 2023!   Last week, a client brought to my attention that the CEO of the largest asset manager in the world, Blackrock, suggested that crypto is a good long-term store of value. He likened it to digital gold.   This might …

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Warning: Share market close to all-time high. What to do…

The stock market has kicked off the year on a positive note, reaching record highs in the US. While this may initially appear promising, it’s essential to consider potential risks that investors need to be mindful of. On the flip side, I identify promising investment opportunities amidst these considerations.  Past performance should guide decision-making   The …

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Share market outlook: How to navigate the risks and capture the opportunities 

Navigating the stock market in the coming years may prove challenging, primarily because markets need to adapt to higher interest rates. Whilst there are significant risks to avoid, I also believe there are promising opportunities worth considering. Do these 3 things to successfully invest in stock markets To maximise your investment returns in the stock …

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ETFs vs. Managed Funds: Which investment vehicle is right for you?

Exchange Traded Funds (ETFs) have gained significant popularity in the past 8 years, with total investments in Australian ETFs soaring from $20 billion in mid-2015 to over $150 billion by mid-2023, representing a remarkable growth rate of more than 27%. This surge can be attributed to the compelling advantages ETFs offer over traditional managed funds. …

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Are index funds still outperforming?

Share markets have been highly volatile over the past couple of years. Markets fell by circa 30% when Covid hit in March 2020 and then proceeded to boom until the end of 2021, fuelled by government stimulus and zero interest rates. However, markets fell by circa 20% in 2022 after central banks aggressively hiked rates. …

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A recession in the US will crash stock markets! What to do before that happens

We are all aware that central banks around the world have been hiking interest rates to reduce inflation back to normal levels. The US economy, and particularly the labour market, have been more resilient than most expected. This means the US central bank might have to hike interest rates higher than in other jurisdictions to …

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What’s going on with share markets!

Calendar year to date, the stock and bond markets have produced some of the worst returns on record, which is unusual because bonds and stocks are typically negatively correlated. In fact, this has only happened two times over the past 96 years, as illustrated in this chart. Even gold, commodities and property have lost value …

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