Index Funds

A private investment company located in Geelong, Victoria

How to Succeed as a Retail Investor

What follows is the final edition of my four-part look at active vs. passive. In it, I offer a broad how-to guide for the average retail investor. Including some timeless wisdom from the investment greats. This is not financial advice, but an outline of some basic concepts and ideas that may ignite your own due diligence.  The Magic of Compounding “I think the desire to get rich fast is pretty dangerous. My own system was to get rich slow… …if you…

A Dynamic Theory of Financial Markets

How often have you asked yourself: is it worth me holding onto these Telstra shares my parents gave me? Is there a better option to earning such a paltry return on my savings? Does anyone know a good fund manager? Or what the hell are people talking about when they refer to “index funds” and “ETFs”? These questions are not only common, but reflect a deeper tension in wealth management. Whether you should be an active or passive manager of…