volatility

1. 4 June 2021

   Volatility is inevitable

   Every time I work with a client, I make a bald statement of fact. If you invest in growth-oriented investments, there WILL be times when the value of those investments drops. Sometimes significantly.…

2. 16 September 2018

   How to calculate your asset allocation

   The most important thing to get right when investing in financial assets is asset allocation. It refers to how your funds are invested across different classes, such as shares and bonds. If you get th…

3. 2 October 2017

   “What investment return can I expect?”

   People often ask me what investment return they can expect. I wish I could give them a number. I can't. Nor can anyone else — historical outcomes for the exact same portfolio vary wildly depending on…