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Recent Questions & Answers

Treasury Wine Estates

Paul Rickard

Question to Charlie Aitken. As a shareholder of Treasury Wine Estate (TWE), should I be concerned regarding the value of the stock due to recent fires in California?

 


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URB – Hold or Sell?

Paul Rickard

I’m wondering of what you think about keeping URB. Do you think it is a good stock to keep or not?

I’ve lost money on it since it opened and not sure whether to cut my losses.

Regards

 


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Exchange Traded Bonds

Paul Rickard

With Fixed Interest being an important part of one’s portfolio, I wanted to get your opinion on XTBs or Exchange Traded Bonds? I have used ETFs in the past to get exposure to get exposure to Bonds and High Interest but the XTB look interesting (e.g. YTMAWA, YTMQF3).

Regards

 


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Moving to a Managed Fund

Paul Rickard

Hi,

We would really appreciate some expert advice, we’re in a financial mess at the moment but it may be salvageable with the right plan.

My husband and I have approx $86,000 in a SMSF. We are using E-Superfund to do yearly accounting as they charge a low flat rate, around $700.00 We are self-employed, husband is 73 and I’m 66, we anticipate working another 5 years+. We owe around $145,000 on our home and have around $10,000 in credit card debt through paying off our children’s debts. We were using one of the share buying/selling advisory newsletters to invest in shares and it worked well for awhile but the past 2 years it has been losing money.

My question is should we consider moving to a managed fund or would the yearly fees be too great for the small amount we have in super? Finally if you think it’s a good idea is there a fund you would recommend please?

Kind regards,


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