Latest News from Newealth

11 Feb 2019

Warren Buffett, The Oracle of Omaha

Warren Edward Buffett is 88 years of age, still working and one of the best Portfolio Managers that has ever lived.

Here he talks with Bill Gates (age 63) about the most precious commodity that we all own.

Click to watch.

 

7 Feb 2019

Harvard Business Review: Accounting for Time

This is a genius 6 part series on the interrelationship between time, happiness and money.

The read is far more insightful than the video.

Click to watch.

Click to read.

 

29 Jan 2019

Asset Class Returns: The last 38 years…

Morning all and what a sour end to 2018 for clients having a biased allocation to growth assets.

The returns have been low and the year ending 31 December 2018 resulted in a defensive asset class (specifically Australian fixed interest) finishing highest followed by property (meaning Australian listed property).

This is the first time in 7 years that a defensive asset class has ended the calendar year with the highest return figure and the first time in 7 years that Australian shares have delivered a negative performance.

WARNING, past performance is no guarantee of future performance and these index return figures do not reflect the ability of top professional investment management teams to outperform their respective index/benchmark. Most importantly, the above does not constitute Personal Advice.

Please also note that these figures do not show the opportunity for a client to buy low and add to their investment holding when an asset class is out of favour which in turn will accelerate the rate of return well above the index performance.

Click for index returns.

 

19 Dec 2018

Medical Advances: Killing Cancer Cells

Cancer is a leading cause of death Worldwide with more than 1,700,000 new cases to be diagnosed in the United States alone in 2018 according to the National Cancer Institute.

However there is always the hope of a breakthrough and this just maybe the cure, starve the cancer cells to death.

Click to read.

 

5 Dec 2018

Asset Class Returns: The long view

Often it is hard to see the wood for the trees and that very much applies to investing because it can take decades to find out the real outcome of your past investment decision.

This is a key reason for why we follow the investment philosophy of Benjamin Graham, the Father of Value Investing.

Attached is a chart that plots the very best and the very worst 12 month performance for each asset class since 1993 using indices.

The message, the very best returns have been delivered by growth assets (property and shares) and to get these very best returns you will need to endure through negative performance.

So when fear and panic take hold during the next financial catastrophe, investors will be presented with the opportunity to buy more quality assets at discounted prices.

Click to view.

WARNING, past performance is no guarantee of future performance and the above does not constitute Personal Advice.

 

27 Nov 2018

Taxation: Rising tax burden

It is now a fact.

What you have long suspected is true.

Taxation in Australia has been increasing and you are paying more tax.

Click to read.

 

23 Nov 2018

50 million

The Australian Bureau of Statistics (ABS) has released population forecasts for Australia which on a best case scenario see us reaching 50 million by 2066.

Let’s put aside the fact that some of us may not be around in 2066.

The implication, assuming the population does increase, is multiple decades of increasing consumption of goods and services which is good for business and good for property prices.

This does not mean that we are immune from a property crash and or a share market crash and or a bond market crash along the way which is defined as a fall of 20% or more from recent peak.

So remember, when fear and panic take hold during the next financial catastrophe, investors will be presented with the opportunity to buy more quality assets at discounted prices.

Click to read.

 

22 Nov 2018

Late 1930’s

Ray Dalio is the Founder of Bridgewater which is the largest hedge fund in the World with US$160 billion in assets and he likens the World today to the late 1930’s.

Is he right or overly pessimistic?

You be the judge.

Click to watch.

 

13 Nov 2018

China: Stepping into the future

This is an excellent research paper on China detailing its current position as the World’s second largest economy, the specific goals for its 13th Five Year Plan and the two key risks that it faces (high debt levels and trade tariffs).

Enjoy.

Click to read.

 

7 Nov 2018

Newealth FSG & CG (November 2018)

We have updated our Financial Services Guide and Credit Guide to include the newly created Australian Financial Complaints Authority (AFCA).

For more details, click ‘Newealth FSG & CG’ or alternatively go to the FINANCIAL SERVICES GUIDE & CREDIT GUIDE link at bottom of the page.

 

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