investment strategy

18 May 2023
Articles I never published

I'm taking a break from publishing on this blog — it might be permanent, I'm not sure. Before signing off, I thought I'd share some articles I wish I'd published: exit interview thoughts on Fairhaven…
22 January 2021
What is your asset allocation?

Asset allocation — how your investments are split up — is really, really, really important. Get it right and you can make plenty of other mistakes and still be fine. Get it wrong and you're choosing b…
19 July 2019
My (in)efficient market hypothesis

I don't think markets are efficient. Markets move up and down for all sorts of unpredictable, weird reasons. But they're inefficient in ways we can't predict — and valuing a share means betting on a f…
17 May 2019
A financial plan should be based on YOUR circumstances, needs, and objectives

When it comes to money, I'm a "set and forget" kind of guy — one sign of a good strategy is that you can leave it alone. What you should review, every so often or when life shifts, is whether the plan…
6 August 2018
The folly of predicting market downturns

I'll start with a prediction. At some point in the future, the sharemarket will go down. It might go down in a big way. That's as accurate a prediction as anyone can make — timing and scale are out of…

Articles I never published