High-growth portfolio comes with the lot
![The Wealth Focus high growth portfolio includes hedge funds.](/content/dam/images/g/i/z/g/b/f/image.related.afrIndexLead.320x210.gk2iyf.png/1444714769798.jpg)
When you're managing other people's money it's a good idea to keep costs down. Paying for expertise here and there is fine, so long as you get good value.
When you're managing other people's money it's a good idea to keep costs down. Paying for expertise here and there is fine, so long as you get good value.
Truly conservative investors are certainly in the minority, but for those at the lower end of the risk curve, the options to keep that cash safe have multiplied in recent years.
Asset allocation is a "living and breathing" process, says Lonsec Research's Lukasz dePourbaix.
The chart here shows the frequency of daily returns for the S&P;/ASX 200 for the past 12 months, divided into brackets of 0.2 per cent.
The risks can be higher, sure, but emerging markets are worthy of consideration for inclusion in many portfolios.
Daily volatility levels are high and investors are fearful. A long-term objective that acknowledges risk of loss but is nearly half in defensive assets might calm nerves.
The debate around active and index investment can be settled in investors' minds if they choose to use a bit of both.
Professor Shachar Kariv, chair of the economics department at University of California Berkeley, has developed a scoring system which applies mathematical rigour to determine a person's risk profile.
When markets are as jittery as they have been it can be hard to find growth and the chance of losing money is real.
The price-earnings ratio is easy to understand but harder to put to good use. It can show where the value is or provide a phoney boost to co...
Conventional wisdom tells us rising interest rates will lead to underperformance of higher-yielding equities. But it's not that simple.
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