Net Worth Update

Net Worth Update (November 2017)

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Previous update here. Quick Summary: I made a few changes in November, primarily in my Superannuation and Personal Investment accounts. The Dow finished November slightly above 24,272 points, an increase from 19,762 points since January. This is a robust 22.8% return before dividends. For comparison, the ASX300 is up 5.82% before dividends in the year to date. Although […]

Investments

Recent Buy: Reckon Ltd (RKN:AU)

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I’ve been putting off posting about my Reckon purchase because the original thesis has changed substantially, and not really for the better. Nevertheless I want to keep this blog transparent and provide a fair record of why I’ve made each investment decision. So let’s get on with it! Reckon Ltd Reckon Ltd (RKN.AX) is a […]

Investments

Recent Buy: Barrack St. Investments (BST.AX)

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Barrack St Investments Barrack St Investments Ltd (BST.AX) is an listed investment company that runs a concentrated small to mid cap growth portfolio managed by ECP Asset Management Pty Ltd. The company listed in August 2015 after being established the year prior. Some of the investment team have a history to 2012 at Hyperion Asset […]

Investor Resources

How to Buy an LIC – 8 Simple Steps.

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This article is for entertainment purposes only and is not intended as investment or financial advice. I am not a licensed financial advisor or professional investor. Make sure you seek personal and professional advice before making any investment decision. Read my full disclaimer. You can read Part I, my brief primer on Listed Investment Company […]

Dividend Income

Dividend Harvest (October 2017)

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Previous Dividend Harvest here. October brought with it a few showers, some warm weather and a fresh harvest of dividend income. I received dividends from two companies. This is the first time I’ve received dividends from more than one company in a single month. That’s great! Pepper Group Ltd may pay a special and very […]

Personal Finance

Net Worth Update (October 2017)

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Previous update here. Quick Summary: I can’t believe how fast this year has flown by. It feels like the past 10 months have gone by in three! Kept my head above water in October, just. Cash increased a little. International markets have been soaring of late, and my retirement account breached $40k for the first time ever. […]

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 […]