Investing

Six Month Portfolio Review

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Portfolio Review Today marks 6 months since I opened my little investment portfolio. Although this isn’t a long period of time I’m pretty excited to review the portfolio. Equities markets have performed strongly recently so the old quote about rising tides lifting all boats comes to mind (or ducks, if you’ve read Buffett’s 1965 letter […]

Equities

High Frequency Portfolio Monitoring: Confession Time.

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I have a confession to make, I check my portfolio often… Way. Too. Often. (So often, I’m in two minds about disclosing it). Like a Skinnerian lab rat on drugs, I seem to be wired to check. Portfolio up and there’s a rush of blood to my head, a subtle yet sublime satisfaction. Portfolio down […]

Equities

Pepper Takeover Rumours Continue

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Pepper Group Takeover Full disclosure: Long Pepper. Do your own research prior to making any investment decision and seek personal and professional investment advice. This post is not a solicitation to buy or sell any stock.  One of my main portfolio holdings and recent purchase, Pepper Group (PEP:AU) is reportedly in advanced talks with private equity group […]

Equities

Recent Buy: Pepper Group Ltd (PEP:AU)

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Full disclosure: Long Pepper (insert cleaver sexual innuendo). Do your own research prior to making any investment decision and seek personal and professional investment advice. This post is not a solicitation to buy or sell any stock.  The following is an brief overview of Pepper Group Ltd, one of my recent acquisitions. You can read the other overview, on […]

Investing

Recent Buy: BWX Ltd (BWX:AU)

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BWX Ltd – Sukin Perhaps it’s with a little irony that after starting a blog on personal finance and value investing in 2015, it’s taken me almost two years to make a direct equity purchase. It’s not my first ever equity investment, but the first in a long time. BWX Ltd (BWX:AU) is the owner of Sukin, a small Australian […]

Guest Post

A Practical View on the 4% Rule: Guest Post from John Ryan

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I’m delighted to share the following guest post from John Ryan, of MoneyTime, where John blogs about finance related topics, ranging from investment to real estate to frugal living and financial independence. In the February 1998 issue of the Journal of the American Association of Individual Investors an article called “Retirement Spending: Choosing a Sustainable Withdrawal Rate,” by Philip […]

Equities

Economic Moats

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Warren Buffett coined the term economic moat when talking about a company’s ability to maintain its competitive advantage against competitors over long periods of time. In an interview with NDTV, he described outstanding businesses as those  which increase their moat year over year rather than focus so much on quarterly earnings. In the interview, he called these businesses economic castles. In […]