March 2018

Reader Question: How much of my assets should I keep in cash?

In addition to monthly and quarterly financial reviews, once a year, I take the opportunity to conduct an annual ‘super report’ on my finances, covering everything from account balances to performance against benchmarks and my financial forecasts to setting my strategy for the next twelve months. As part of this exercise, I measure a number […]

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Value vs cheapness

As an investor who is primarily focused on receiving income from my investments, I am aware of the dangers of falling into a ‘yield trap’. After several years of actively managing a portfolio of investments, I have become better versed with looking beyond the initial headline yield of an investment and learning to assess the

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