Thursday, 16 October 2014

Portfolio rebalancing a must for maximum gains

A good article on portfolio rebalancing:

Portfolio rebalancing a must for maximum gains - ASX

Three key strategies can help investors take advantage of portfolio rebalancing:
  • Time-only. Triggers a rebalancing based on a set time schedule such as monthly, quarterly or annually.
  • Threshold-only. Ignores time and triggers rebalancing only when a portfolio deviates from its target asset allocation by a predetermined minimum percentage, such as 1 per cent, 5 per cent, 10 per cent. It requires daily monitoring to determine timing.
  • Time-and-Threshold. The portfolio is monitored on a set time schedule but is rebalanced only if the allocation deviates from the target by the predetermined minimum rebalancing threshold at that time.

Secret to great returns

Secret to great returns - ASX

Diversification, patience and buying when valuations are attractive, are key investment principles.
"Maximising the full range of investment opportunities, only purchasing when valuations are attractive and maintaining a well-diversified portfolio, are important investment principles."


  • Diversification is key
  • Buying at the right price matters
  • Be clear about your objectives and have a plan
  • Consistently achieving a solid return


Tuesday, 14 October 2014

More on Germany's budget and demographics

German model is ruinous for Germany, and deadly for Europe - Telegraph

The European Commission’s Ageing Report (2012) said Germany’s workforce will shrink by 200,000 a year this decade.

Friday, 10 October 2014

CNN Money's Fear & Greed Index

Apart from being almost knocked into the red, the Fear & Greed Index is an interesting indicator to watch.

Fear & Greed Index - Investor Sentiment - CNNMoney