by Dan Miles | Mar 19, 2024 | Portfolio Insights
A better equities portfolio: actively-managed outperformance with passive-level fees Equity portfolios offer the lure of enormous gains, but they also come with substantial risk. Fortunately there is a way to shift the balance between risk and return with lower fees...
by Dan Miles | Feb 13, 2024 | Portfolio Insights
Equities have outperformed default MySuper funds but not all equity options are created equal The average equity portfolio has outperformed its default balanced super fund rivals over decades but that doesn’t mean all equity portfolios are guaranteed to be strong...
by Dan Miles | Jan 16, 2024 | Weekly Blog & Press Articles
We provided commentary in December on the year of 2023, as well as our outlook for 2024 (click here to review that article), but thought it might be worthwhile examining trades we made in 2023, designed to set ourselves up for 2024 and beyond. Back in January of 2023...
by Dan Miles | Dec 12, 2023 | Weekly Blog & Press Articles
It’s that time of year again when we reflect on what transpired over the current calendar year and look forward to what may come in the next. There will be plenty of reviews published by credible investment houses, so we will keep ours brief, and concentrate more on...
by Dan Miles | Dec 12, 2023 | Portfolio Insights
Analysis: Younger Australians in default MySuper funds missing out on returns More than 5.2 million young Australians are missing out on higher super returns by leaving their retirement savings in default MySuper accounts, according to an analysis of APRA data by...
Recent Comments