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Operating issues associated with a SMSF
This video looks at some of the serious issues in operating a SMSF. There are many complicated legal and compliance matters to be considered and James Dunn provides an easy to understand overview on just what are the important matters for you to consider. You may have a lot more control over your investment strategy but it always helps to have the right expertise and advice.
Your legal obligations when running a SMSF
Our final video in the series looks at the duties, obligations and responsibilities for running a SMSF. James Dunn will walk you through some key legal considerations to keep in mind for your SMSF and sounds a warning about the risks of not complying. He also explains how important it is to have a well-defined investment strategy that covers all the bases and must be reviewed regularly.
Why your share portfolio should be diversified?
DIY Investing, Portfolio Construction Stock Market
This video look at why your share portfolio should be diversified as a fundamental way of helping to manage your investment risk. It's impossible to guarantee your wealth creation future but in this video James Dunn looks at why Diversification sometimes gets called the "one free lunch in investing". It's all about creating a better balanced result for your portfolio.
How to build a diversified share portfolio
DIY Investing, Portfolio Construction Stock Market
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
DIY Investing, Portfolio Construction Stock Market
James Dunn looks 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
DIY Investing, Stock Market DIY Investing
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?
DIY Investing, Portfolio Construction
"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
DIY Investing, Portfolio Construction
This video discusses 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
DIY Investing, Portfolio Construction
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.