Read full blog here.
In this episode, Stuart delves into the intriguing question: should you invest 100% of your super in shares? He explores the conventional wisdom of diversified asset allocation, highlighting the potential benefits of focusing entirely on shares given the long-term nature of superannuation. Stuart explains how pre-mixed investment options and lifecycle strategies manage your super, often diluting potential returns.
He argues that volatility isn't a concern for long-term investors, and shares historically deliver higher returns over decades. Stuart also addresses potential risks, such as market concentration, and advises on using rules-based, low-cost index strategies to mitigate these. He cautions that an all-in shares approach might not suit everyone, especially nervous investors or those nearing retirement.
Additionally, Stuart discusses the role of listed property and the considerations for using geared ETFs within super. He challenges conventional financial advice, advocating for a more aggressive investment strategy for those with a long horizon and suitable risk tolerance.
Tune in to hear Stuart's insights on maximising your super's growth and whether a 100% shares investment strategy could be right for you.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)
Click here to subscribe to Stuart's weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
Read full blog here.
In this episode, Stuart delves into the intriguing question: should you invest 100% of your super in shares? He explores the conventional wisdom of diversified asset allocation, highlighting the potential benefits of focusing entirely on shares given the long-term nature of superannuation. Stuart explains how pre-mixed investment options and lifecycle strategies manage your super, often diluting potential returns.
He argues that volatility isn't a concern for long-term investors, and shares historically deliver higher returns over decades. Stuart also addresses potential risks, such as market concentration, and advises on using rules-based, low-cost index strategies to mitigate these. He cautions that an all-in shares approach might not suit everyone, especially nervous investors or those nearing retirement.
Additionally, Stuart discusses the role of listed property and the considerations for using geared ETFs within super. He challenges conventional financial advice, advocating for a more aggressive investment strategy for those with a long horizon and suitable risk tolerance.
Tune in to hear Stuart's insights on maximising your super's growth and whether a 100% shares investment strategy could be right for you.
DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/
Do you have questions? Email questions@investopoly.com.au
If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)
Click here to subscribe to Stuart's weekly email.
SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.
Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.