Affluence Insights
Latest Articles
- Affluence Investment Fund
- Affluence LIC Fund
- Affluence Small Company Fund
- eNews
- Investment Guides
- Fund Updates
- Education
- Investment Markets
The Affluence Investment Fund returned -0.2% in February. The Australian stock market returned -1.8% over the same period. February was in many ways a carbon
When we tell most people what average long-term investment returns have been, they tend to be very surprised. Most of us regularly hear the stories
The Affluence Investment Fund has continued to perform well despite what has been a particularly difficult investing market over the past 6 months. The graph
We took the chance during the recent market downturn to review the listed debt and hybrid securities available in the market. We came across two
As at December 2015 we have largely completed the Affluence Fund portfolio implementation and consider the Fund to be reasonably well diversified. The Fund is
Interesting (but unverifiable) fact 1: About one third of the people working on financial trading desks have never experienced a single interest rate hike in
“All of the old methods of analyzing markets have given way to deciphering what the Fed or ECB will do next.” Richard Russell, author of
It’s that time of year again – where every investment manager worth their salt is putting out a list of their top 10 great investment
Microequities first came to our notice around 2 years ago when we started seriously doing research for the Affluence concept. Right off the bat they
We are by no means gold bugs. We don’t usually like investment opportunities that deliver no yield. And we don’t subscribe to some of the
“There are funds management companies who disagree with us. Their talking heads will get on TV and tell you about how their professional processes take
We are now a good way through putting the initial Affluence Investment Fund portfolio in place. It is, I must confess, an inefficient process. Mostly
We started in November 2014 with the daunting task of choosing the best from well over 10,000 potential investments available in Australia. After nearly 12 months of
Let Us Help You Make Better Investment Decisions
Our monthly eNews includes Fund updates, investments ideas and other things we find interesting.
It’s the best way for us to keep in touch, and for you to get to know us better. And we believe it’s important that you understand how we invest before you consider putting your money to work with us. Subscribe here to get our best ideas delivered straight to your inbox.