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Let your profits run
Here are three thematic investing ideas that I believe have further gains ahead this decade.
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My suggestion? Keep your powder dry for the inevitable larger equities pullback
If you take profit and hold cash, where do you park it? Here are two cash Exchange Traded Funds to consider when it’s time to take some profits.
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How to achieve a reliable and attractive income return
My criteria for income investing is threefold: reputable managers, attractive and reliable gross yield (after franking) and attractive valuations. Here are two yield-focused Listed Investment Companies (LICs) for you to consider,
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Time to take some profits
Here are 5 assets to sell and free up cash – and, of course, buy back later at better prices.
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Two undervalued assets amid LIC gloom
I’ve covered AFIC and Argo Investments previously in this column but here are two other discounted Listed Investment Companies (LICs) worth a long-term look.
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Global healthcare stocks catch a headwind
I haven’t covered global healthcare stocks in detail in this column for several years, but the sector now looks seriously interesting.
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Two exchange traded funds (ETFs) for global infrastructure exposure
I like infrastructure and have long argued that infrastructure should have a 5-10% allocation in many portfolios. Here are my two preferred Exchange Traded Funds (ETFs) for global infrastructure exposure.
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Powering the artificial intelligence revolution
Here are two infrastructure-themed ETFs that focus on this megatrend’s staggering energy demands.
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Two more thematic ETFs to watch
Some of my better ideas in the past two years have been thematic ETFs: the Betashares Global Banks Currency Hedged ETF (ASX: BNKS) and the VanEck Global Defence ETF (DFND) stand out. While I still like both ETFs, to avoid repetition, I won’t cover them again but here are two other thematic ETFs that stand out.
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Kicking goals with sports-related ETFs
Here are three exchange traded funds (ETFs) that provide exposure to video games, esports and online betting.