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Asset Allocation

  • The ONLY six things that matter when you invest for real wealth
  • At a new year's party, a family member introduced me to a friend and mentioned to them that I work in the investment industry.   The guy leaned in and asked, “So what will the stock market do this year?”   To which I replied “There’s no way to be sure, and it’s not something I focus on when investing”   “How about the economy, will it grow again in 2019?... ››› more
  • [06 February 2019]
  • If you make one investing New Year's resolution, make it this…
  • Consider this… From 2013 to 2015, South Africa's listed property sector has achieved a 17% annual average return. Over the same period, that's: Five times more than what SA bonds returned Three times more than what SA cash returned 3% better return than what SA equities has achieved But the many investors who allocated a large portion of their wealth into listed property in 201... ››› more
  • [22 September 2017]
  • How to shield your portfolio against this one type of risk
  • No one can accurately predict where the markets will go in 2017. The fact is, the markets become volatile in times of uncertainty. And when the markets become volatile, there's a good chance your investments could decrease in value. This is simply known as market risk. The main causes of market risk are recessions, political turmoil, natural disasters and terrorist attacks. Or even sm... ››› more
  • [22 September 2017]
  • Warning: This type of investor's behaviour will destroy your wealth…
  • Since 28 December 2016, the JSE has rallied around 6%. Some investors or analysts will say it's just erased the losses from last year. But many will say the strong rally will continue delivering even more returns. Whether or not that's true, it would be no surprise to now see investors pile money into the stock market. And if you're one of those investors, that have been waiting pa... ››› more
  • [22 September 2017]
  • The most important investment decision you can make, in two minutes
  • Please don't let your portfolio fall because of this single mistake… In 2014, I got a mail from an investor: “Francois, I'm not investing in a single investment recommendation of yours again. I've bought Mr Price shares with my whole portfolio. And at the rate it's going now, I'll retire in a few short years. I bought Mr Price at R136 in February, and now that it's August, the sha... ››› more
  • [22 September 2017]
  • Putting a few eggs in other baskets is easier than you think
  • Imagine a country with massive amounts of natural resources. The richest economy in its region. However, there are signs of trouble, including rising inequality and societal unrest. To combat this the government is turning to populism by taxing the rich, confiscating assets and dramatically increasing the redistribution of funds to the poor. This is not South Africa in 2017 I am t... ››› more
  • [16 March 2017]
  • 21 Complex terms experienced investors use - that you don't need to be intimidated by
  • Do you walk into a room full of investors and struggle to understand what's going on around you? Are you lost in the jargon and anxious that someone is going to ask you a question, you just can't answer? Well, if that sounds like you then I have some good news. You don't need to play second fiddle to your investment advisor, your broker or even your smarty-pants friends. You don't need t... ››› more
  • [23 August 2016]
  • The number 1 way to protect and grow your retirement nest egg
  • One of the keys to successful income investing is proper asset allocation, how you balance your portfolio among stocks, bonds, cash, real estate, commodities, gold, and other investments. And asset allocation is not just for your investment portfolio. The can apply the same strategy to your retirement nest egg. Read on to discover the number one way to protect and grow your retirement nest egg… ... ››› more
  • [07 March 2016]
  • The key aspects you should include in your investment strategy
  • Investing in the stock market provides you with a way to grow your wealth over the years. But investing comes with risks. So what can you do to minimise the risks you take on when you invest? Read on to find out… The basis of a great investment strategy   For your investments to perform well over the long-term, you need to build up a core holding of great stocks in your port... ››› more
  • [30 November 2015]
  • Your three-step action plan for successful investing
  • When the markets seesaw up and down like they have been of late, it makes many investors nervous. Will the market just keep falling? The first thing that's important to realise is you can't forecast what's going to happen in the markets. No-one can. But what you can do is take steps to prepare for what could lie ahead. This means following a simple investment strategy that removes your e... ››› more
  • [15 September 2015]
  • Asset allocation: The key to building a solid investment portfolio
  • If you want to start investing or already have started buying different stocks and bonds, you want to ensure the best chance of success so you can grow your wealth over the long-term. Picking winning stocks isn't as important as you may think it is. One factor that's vitally important is asset allocation. In other words, how you spread your money across different asset classes. So how do... ››› more
  • [02 September 2015]
  • How to use asset allocation with your retirement investments
  • Investing for retirement isn't easy. There are so many aspects that can bring you worry. The biggest is seeing a good enough return from your investments. One way to tackle this is to apply asset allocation to your investments for retirement. So how does this work? Read on to find out… What is asset allocation? Asset allocation is how you split your investment cash across diffe... ››› more
  • [26 June 2015]
  • How to address asset allocation when you invest offshore
  • Asset allocation involves spreading your investment across a number of different assets, for instance shares, bonds, property, commodities and cash. And it's something you should address when investing offshore. So why is asset allocation important when you invest offshore? And is there an easy way to do it? Read on to find out… The importance of asset allocation If you want to... ››› more
  • [11 June 2015]
  • A novel way to determine your asset allocation
  • Asset allocation involves the spread of your investment capital across a wide array of different assets. By doing this you hope they perform slightly differently to one another. This evens out investment performance over time and reduces your risk. But how else can you go about asset allocation? Read on to find out… How ‘classic’ asset allocation works The simplest form of... ››› more
  • [25 May 2015]
  • Avoid making blunders by following this sensible investment strategy
  • Emotions play a big role in the way you invest. Listening to your emotions can result in you making erratic decisions that could cost your dear. That's why it's vital to have a sensible investment strategy in place. You just need to stick to it. So what should your sensible investment strategy include? Read on to find out… The merits of asset allocation and rebalancing Asset al... ››› more
  • [22 April 2015]
  • Working out the right asset allocation mix for you
  • Asset allocation, along with portfolio diversification, is all about investing in a mix of asset classes. The asset allocation you select will vary depending on whether you're investing for capital gains or income. And the level of risk you're comfortable with will also have a bearing. So how can you work out what suits you? Read on to find out… What sort of asset allocation suits... ››› more
  • [09 April 2015]
  • Want to reduce your investment risk? Use this strategy…
  • One of the biggest mistakes you can make as an investor is having your investments in too few asset classes. If you put all your capital into one asset class, such as stocks, and stocks crash, it will have a devastating effect. So what's the best way to deal with this risk? Read on to find out… The most important risk-reduction strategy you can follow The easiest way to combat ... ››› more
  • [27 February 2015]
  • Why asset allocation is the most effective way to manage your investments
  • When you first begin investing, you may find an investment strategy that your find simple to follow. Yet this way might not be the most effective way for you invest. By slightly changing what you do, you can see great results. So what is the most effective way for you to invest? Read on to find out… Asset allocation determines your portfolio’s ups and downs Back in the 1980s,... ››› more
  • [26 February 2015]
  • Financial planning conundrum: How much cash should you hold?
  • When it comes to investing, you might spend a lot of time thinking about how much money to put into stocks, bonds, property and the likes. Holding cash is also a vital component. But how much cash should you hold? Cash is the money you have in your bank and savings accounts. In other words, money you can get your hands on quickly with relatively little fuss. Read on to find out more… ... ››› more
  • [30 January 2015]
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