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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
We seek to construct a diversified investment portfolio across different asset classes for the Affluence Fund. We do this by investing in a number of
Whilst all educational material we write is not financial advice and we recommend seeking the advice of a professional adviser, we certainly like to voice
A businessman was at the pier of a small coastal Mexican village when a small boat with just one fisherman docked. Inside the small boat
Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway.” – Warren
Fund Performance To 30 September 2015 3 Months 6 Months 1 Year Inception* Affluence Investment Fund 3.1% 4.5% N/A 9.4% Target Return (Inflation + 5%)^
“What goes up, must come down” might as well be the theme for the stock markets in 2015, but what’s expected of the market next
As I write, a mid-afternoon storm is bearing down on our home town of Brisbane. It’s a little unusual for this time of year. The
Last week in Australia saw an extraordinary event – or at least it should be an extraordinary event. Unfortunately in today’s market, it is almost normal. Technology
One of the doyens of Value Investing is Jeremy Grantham from GMO. He is most famous in Australia for declaring we have a housing bubble.
Fund Performance To June 30 2015 3 Months 6 Months 1 Year Inception* Affluence Investment Fund 1.4% 3.1% N/A 7.9% Target Return (Inflation + 5%)
I went to the bank and asked to borrow a cup of money. They said, ‘What for?’ I said, ‘I’m going to buy some sugar.’–
We have seen a pullback in June after a very strong start to the calendar year, but it feels like there will be more opportunities
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