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My portfolio is currently heavily weighted toward growth assets (i.e. shares). It’s been suggested my risk profile would suit moving 30% into more conservative assets such as bonds. While I understand the basis for the recommendation, my experience with bonds (through ETFs such as GOVT and IAF) recently has been negative. With interest rates rising, would it be sensible to simply move some of the portfolio to cash accepting say 1% interest rather than invest in bonds? Or is there some rationale for investing in bonds?

Paul Rickard

My portfolio is currently heavily weighted toward growth assets (i.e. shares). It’s been suggested my risk profile would suit moving 30% into more conservative assets such as bonds. While I understand the basis for the recommendation, my experience with bonds (through ETFs such as GOVT and IAF) recently has been negative. With interest rates rising, would it be sensible to simply move some of the portfolio to cash accepting say 1% interest rather than invest in bonds? Or is there some rationale for investing in bonds?


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Is Cimic Group (CIM) a good value stock?

Paul Rickard

Does Switzer think ASX:CIM is a good value stock that will benefit for the huge amounts of government stimulus. Do you think Cimic offers good value and growth around these current prices with potential with a growing dividend?


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Difficulty assessing value of distributions for Amaysim (AYS) & Optus

Paul Rickard

I’m struggling to assess value of distributions in three tranches of proposed AYS and Optus Share Sale Agreement. I bought for $1.10. Would selling them if price returns to $1.10 before Agreement, as I’d normally do per my “at least try to break-even” rule, be missing a guaranteed? Better than break-even return? Perhaps it’s already at it, but can a price be calculated at which the Agreement will deliver a guaranteed? Break-even or better than $1.10 per share?


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