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How to build a diversified share portfolio
Stock Market, Portfolio Construction SMSF
This video is about building a diversified share portfolio effectively in three key ways. Learn the 1-2-3 of share portfolio construction using easy to understand approaches you may wish to consider for your investment strategy. In addition to these three basic approaches, James Dunn discusses the importance of 'weights' and makes the point that whatever you decide it should not be intended to be a 'set and forget' strategy.
Building a share portfolio for yield
Stock Market, Portfolio Construction Yield SMSF
This video is all about the focus on Yield in building a share portfolio. We look at how building a diverse equity portfolio for yield uses similar rules as constructing any diversified portfolio. Many factors need to be taken into account not the least of which is the size and quality of each company. This is a must see video for those investors seeking some guidance on what to consider in striking the right balance.
The DIY Investor — advantages and disadvantages of not seeking advice
Stock Market, Portfolio Construction SMSF
In this video James Dunn takes a look at the DIY Investor and some of the advantages and disadvantages in taking this approach. It's never been easier to be a self-directed investor but there aren't many tools to help you build a well-diversified share portfolio. James explains the importance of not just specific benefits in stock selection but to consider how it may intelligently complement your current portfolio
What is diversification?
Managed Funds, Portfolio Construction WRAP Account
"What is Diversification?". In an ever changing world, there are many factors that can move markets very quickly. We help you to understand what diversification actually means from a personal investment perspective and explain how this can help manage your overall risk.
Diversification in practice
Managed Funds, Portfolio Construction WRAP Account
In this video we discuss what Diversification means to you in practice. James Dunn explains the basic building blocks of establishing a diversified portfolio of investments that may include a small or large range of asset classes. There are many approaches to achieving your investment goals and terrific tools to assess your risk profile. The question is what is your appetite for risk?
How to get diversified
Managed Funds, Portfolio Construction WRAP Account
How do you go about getting Diversified? There are many paths that can be taken on the road to building and growing a diversified investment portfolio. Balancing risk, cost and time in achieving your investment diversification requires careful thought and James Dunn provides some terrific insights in helping to achieve your goals.
Diversification in superannuation
Managed Funds, Portfolio Construction Superannuation SMSF WRAP Account
This video focuses on Diversification in Superannuation. James Dunn puts you in the picture on what you need to consider to diversifying superannuation and what should be the critical priorities depending on your stage of life and appetite for risk.
What is a SMSF?
What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your life.
Why establish a SMSF
"Why Establish a SMSF?". James Dunn looks at the motivations and the more important implications in moving along this path to funding your retirement. It's about taking control of your investment decisions and a lot more flexibility but is a SMSF the investment vehicle for you?
How to build a diversified share portfolio
Stock Market, Portfolio Construction SMSF
This video is about building a diversified share portfolio effectively in three key ways. Learn the 1-2-3 of share portfolio construction using easy to understand approaches you may wish to consider for your investment strategy. In addition to these three basic approaches, James Dunn discusses the importance of 'weights' and makes the point that whatever you decide it should not be intended to be a 'set and forget' strategy.
Building a share portfolio for yield
Stock Market, Portfolio Construction Yield SMSF
This video is all about the focus on Yield in building a share portfolio. We look at how building a diverse equity portfolio for yield uses similar rules as constructing any diversified portfolio. Many factors need to be taken into account not the least of which is the size and quality of each company. This is a must see video for those investors seeking some guidance on what to consider in striking the right balance.
The DIY Investor — advantages and disadvantages of not seeking advice
Stock Market, Portfolio Construction SMSF
In this video James Dunn takes a look at the DIY Investor and some of the advantages and disadvantages in taking this approach. It's never been easier to be a self-directed investor but there aren't many tools to help you build a well-diversified share portfolio. James explains the importance of not just specific benefits in stock selection but to consider how it may intelligently complement your current portfolio
What is diversification?
Managed Funds, Portfolio Construction WRAP Account
"What is Diversification?". In an ever changing world, there are many factors that can move markets very quickly. We help you to understand what diversification actually means from a personal investment perspective and explain how this can help manage your overall risk.
Diversification in practice
Managed Funds, Portfolio Construction WRAP Account
In this video we discuss what Diversification means to you in practice. James Dunn explains the basic building blocks of establishing a diversified portfolio of investments that may include a small or large range of asset classes. There are many approaches to achieving your investment goals and terrific tools to assess your risk profile. The question is what is your appetite for risk?
How to get diversified
Managed Funds, Portfolio Construction WRAP Account
How do you go about getting Diversified? There are many paths that can be taken on the road to building and growing a diversified investment portfolio. Balancing risk, cost and time in achieving your investment diversification requires careful thought and James Dunn provides some terrific insights in helping to achieve your goals.
Diversification in superannuation
Managed Funds, Portfolio Construction Superannuation SMSF WRAP Account
This video focuses on Diversification in Superannuation. James Dunn puts you in the picture on what you need to consider to diversifying superannuation and what should be the critical priorities depending on your stage of life and appetite for risk.
What is a SMSF?
What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your life.
Why establish a SMSF
"Why Establish a SMSF?". James Dunn looks at the motivations and the more important implications in moving along this path to funding your retirement. It's about taking control of your investment decisions and a lot more flexibility but is a SMSF the investment vehicle for you?