My Say – No. 73 07th March 2023 Property Investing??A couple of years ago the property industry decided to make it easier for people to access investment properties by effectively unitising them like a managed fund. This allowed people to access a property with smaller amounts of cash by simply buying a few “bricks”.Thus, was […]

My Say – No. 72 20th Jan 2023 Happy New Year Happy I am, as it’s that time of year when Santa Claus delivers the data to allow me to update my presentation. So, let’s start with my key slide, Industrial shares versus cash. The ‘Covid crash’ is like all previous market setbacks, they are […]

The current resource bubble will no doubt have many people salivating, as usual, and whilst my charts are all calendar year, I thought I would have a look at the last 3 financial years just to bring myself up to date. Ever grateful to Angus Gluskie, CEO of Whitefield, for his assistance; the chart below […]

My Say – No. 70 15th Feb 2022 Follow the Trajectory Well, it’s the time of year that I look forward to the most, the new year and the updates to my presentation material. It is also a welcome distraction from the mind-numbing boredom of lockdowns, travel bans etc. Below is my “Mothership” comparison of […]

My Say – No. 69 17th September 2021 This one is good news. I want to cover a couple of topics here so will curtail my verbosity. Let’s begin with another update, the Listed Property Trust index. I had covered yet again in detail in ‘My Say No 63’ so I merely want to confirm […]

My Say – No. 68 24th July 2021 WELL, WHAT A SURPRISE I am grateful to Jonathan Shapiro, an Australian Financial Review journalist, for a sobering reminder as the ETF mania continues to gather pace. I have tried to expose the ineffective structure of the old-fashioned managed fund (unit trust) that is the basis of […]

My Say – No. 67 18th July 2021 Is it good or bad news With lockdowns dancing around the country it is hard to focus and with time on one’s hands scanning trivia becomes a bit of a trap. However, a piece in the Sydney Morning Herald, Monday 28th June, that resonated with me I considered […]

My Say – No. 66 18th January 2021 Affirmation It was with bated breath that I waited for the year end results and now that they are in, I can only say how pleased I am and how affirming they are. For this newsletter let’s begin with the “Mothership”; All Industrials compared to cash. Although […]

My Say – No. 65: What a year it’s been 24th Dec 2020 Well, what a year. I make no apologies for the lack of newsletters; it has been a rather tumultuous time and talking sense about investing was made difficult amidst the storm of commentary. However, it is year end and I am always […]

“Retirement Income: the place of Listed Investment Companies & other managed funds”. Although this newsletter is ostensibly about retirement, I would like you to keep in mind that the principles apply whether we are investing for our grandchildren, using the cash flow to help reduce a mortgage or retiring. Retirement is a time for some […]

“The surest way to corrupt a youth is to instruct him to hold in higher regard those who think alike than those who think differently.” (Nietzsche) With the longer-term effects of Covid19 becoming more apparent by the day I was reminded of another asset class that deserves a critical review, Listed Property Trusts (REITS). The […]

With ‘breaking news’ shattering our peace at present, I am rather reluctant to add any more to the tumult attempting to address the health aspect of the current ‘crisis’. However, I would like to add some comfort for committed investors. Whilst this current situation is the result of a pandemic over which we, as individuals, […]