Now called SGH, Seven Group Holdings is a diversified asset manager with a market cap of $19.05B. Their holdings comprise of Westrac at 41.5%, Boral at 30.4%, Coates at 18.8%, SGH and Beach Energy at 8.8%, and Seven West Media at 2.7%. Although its Media holdings will soon be reduced to 1.35%, as Southern Cross Media is acquiring a majority shareholding. In my last blog, I wrote that 90% of their businesses were dependent on a strong mining industry, this is not true. Westrac

In the last few months, I have been doing some selling. I sold Dicker Data and my entire position in the Australian Resources index. In retrospect I maybe should have sold the Resources index in 2 lots, as it has continued to move higher. What I decided is that as commodities are cyclical, it was good to get out while the getting was good. The flip side of this, is that now I have all of this cash in my ASX account. In my NZX account, I have also built up a cash position, as

As you may have guessed by the image, I am feeling a bit of regret that I didn't buy Rocket LAB (RKLB). Its share price has tripled this past year and doubled over the past month. I had some money in my Hatch account a couple of months ago and decided to buy some Nvidia (finally). It is sitting at around break-even after a couple of months, and will likely have a good 2026, Rocket Lab would obviously have doubled my money had I brought them instead. The main reason why Rocket

In a 2013 letter to Berkshire Hathaway Shareholders Warren Buffett said that upon his passing, he would be instructing his wife to put 90% of his cash into a low-cost market index fund i.e. VOO or VTI, and 10% into short-term government bonds. I have discussed before how a high stock market allocation is the biggest factor in determining your long-term gains. But I have also discussed how some exposure to a low-volatility bond fund can help to reduce your portfolio fluctuatio

Developed by Scott Burns in January 1985, the Couch Potato Portfolio can be created with 2 ETFs. In designing the portfolio, he said that the selection of the specific ETFs isn't overly important. What is important is that one ETF comprises a broad selection of bonds, while the other comprises a broad selection of stocks. A typical design of the portfolio would be the VTI (Vanguard US Total Market) and TIPS (iShares all bond fund). This portfolio has a 20-year 7.41% compound

One of the best things that I have found about using Hnry , besides being able to create really professional looking invoices, is being able to claim back the GST expenses on my business costs. The reason I am writing this now is because I got a surprising GST refund a few days ago. I had thought that you only got your GST around April/May, but this week I was proven wrong. I claimed half of my phone as a business expense (as I use the Hnry app and communicate with customers

There is one passive portfolio strategy which has been widely used by investment professionals for as long as I can remember. And it is the old 60:40 stocks/bonds portfolio. The 60% stock potion is there as the growth portion, while the 40% bond portion is there to provide protection in the event of a market drawdown. Ray Dalio's All-Weather takes the approach to balance the proportions according to risk. So, alongside the 15% weighting for gold and commodities, the stock wei

I have been thinking that since gold and stocks are at all-time highs right now, it might make sense to wait in out in low volatility SHY...

After writing the article a few days ago, I have continued to look at how Ray Dalio's portfolio would hold up during different markets....

I have recently opened a brokerage account with Interactive Brokers (IBKR) , which is now listed on this website. I did so mainly due to...

On the prompting of Sam Stubbs awful comments about Charlie Kirk, I changed my Kiwisaver from Simplicity Growth to Milford Aggressive. I...

I first brought Spark four or five years ago, when I saw how much they dominated NZ's mobile phone market. And for a few years, they were...

The title here is a bit misleading. I didn't so much as change my mind about Fonterra, as recognize that its share price has moved beyond...

So, at the moment with my remaining investment cash, I have decided to place a limit order on buying more FSF (Fonterra Shareholder Fund)...

After the last article I wrote, I have been thinking whether or not I need to open a new brokerage account. The fact is that Hatch works...

I have some spare cash available at the moment and have been thinking quite a lot about what to do with it. On the one hand, I think that...

I breathed a sigh of relief the other day when I got the news that Manawa Energy had received Commerce Commission approval to be acquired...

In the markets it is quite common to ride a wave of emotions as stocks go up and down. It is of course totally silly but is just...

"Thanks President Trump"... something I'm sure no investors around the world will be thinking right now. His 'Liberation Day' tariff war...

So... I made my decision and brought Fonterra. Well not Fonterra Co-op shares, but Fonterra Shareholder units, which non-farmers are...