Tag: investing
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Portfolio Update December 2023
As 2023 draws to a close, the financial markets have taken us on a remarkable journey, ending the year on a strong note after enduring a challenging fourth quarter. This resilience in the market has been a beacon of optimism amidst a year riddled with economic uncertainties. Globally, inflation continues to be a stubborn adversary.…
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Crush Your Money Goals: Easy Steps to Track Expenses and Build Wealth
Learn how to gain a better understanding of your financial situation and make informed decisions about your money by tracking daily expenses and creating a personal balance sheet. Follow these steps to get started.
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Mastering Your Money: A Beginner’s Guide to Portfolio Management in Australia
Learn the basics of portfolio management in the Australian context with these tips. Assess your financial situation, set investment goals, diversify your portfolio, choose the right investments, and regularly review and adjust your portfolio for optimal results. For more information, visit passiveinvestinaustralia. com.
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Portfolio Update December 2022
The financial market finishing strong in the final months of 2022 after a terrible 6 months. Financially, 2022 was not a great year with inflation raging around the world and crypto fraud companies finally got binned into a long crypto winter. It seems that recession is coming in the first half of 2023. The portfolio…
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Portfolio Update December 2021
The final months of 2021 have been a deja vu all over again. It seems almost identical to the previous year with yet another variant of corona virus still raging on. Financially, 2021 had been a good year – plenty of new lessons, and exciting period of watching the portfolio slowly growing over time. Some…
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Portfolio Update December 2020
2020 is almost over. What a year it has been. At the end of this weird year, sharemarkets all around the world are recovering strongly even more than ever. Of course, the sharemarkets are not the representative of how the economy is doing. I wish many things can be simpler and more straight forward than…
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Portfolio Update September 2020 – COVID recovery
Here is my current asset allocation in September 2020. Some of the current allocation % are way off the new target %. REIT is a bit too risky for me at the moment. I am not a fan of its recent performance and how much risks REIT assets carry. I will actively reduce my exposure…
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Australian Shares Portfolio – September 2019
The portfolio has grown by almost 4% since March. The modest growth is mostly due to the overall ASX market going up after RBA announced two interest rate cuts. Most holdings in the ASX is probably overpriced at this stage – not a good time to buy unless there is a good dividend on offer.…