by Andrew Doherty | Nov 12, 2018 | Insights
The three triggers for the recent sell-off in stocks were the rapid rise in US bond yields, a reappraisal of valuations for strongly-performing technology and healthcare stocks and concerns about the impact of geopolitical conflicts on earnings. None of these factors...
by Andrew Doherty | Sep 24, 2018 | Insights
“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” Warren Buffett The AssureInvest Australian Equities portfolio has a strong performance record....
by Andrew Doherty | Sep 24, 2018 | Insights
Whether intentional or not, every investor makes asset allocation decisions. A portfolio 100% in cash is an asset allocation decision. There is no doubt asset allocation decisions need to be made, otherwise financial goals are unlikely to be met. Most importantly,...
by Andrew Doherty | Sep 24, 2018 | Insights
Exchange-traded funds (or ETFs) are a highly effective complement to an investor’s direct securities holdings. ETFs assist investors to extend exposures to various asset classes, control risks and achieve portfolio outcomes suiting their specific goals. Too many...
by Andrew Doherty | Sep 20, 2018 | Insights
When it comes to designing the ideal portfolio for any investor, one size does not fit all. An ad-hoc approach to allocating across different asset classes risks reducing the ability of the investor to fund their retirement and lifestyle needs. A well-managed...
by Andrew Doherty | Sep 15, 2018 | Insights
AssureInvest’s direct equities portfolio management goal is to achieve attractive long-term returns at lower-than-average risk. We do this by investing in a concentrated and appropriately-diversified portfolio of attractively-valued outstanding businesses. Here we...