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I bought Nanosonics last year with a small amount of speculative money, and am happy about it :) Longer term / broader investment - VTS (more recently VGS) been very good to me over the last year or two. Be even better if the AUD keeps falling. Surprising that it didn't fall today after the cut!

You've probably already been been advised of this, but as your experience has shown but three stocks really isn't enough for a buy and hold portfolio. You don't necessarily need 200-300 ala an Index Fund, but I'd imagine 10-20 minimum. You could do less, but you have to really understand them...

Plenty of people have indeed been trying to pick the bottom with mining service companies, oil companies, BHP and RIO. Most of the time it's silly though. People think "oil has gone down 50% it'll have to go up 50% soon" but they forget that the lower levels were abnormally high. Its actually...

Why QOZ over MVW may I ask? You were posting earlier about avoiding MVW due to turnover / churn, but I thought I read a while ago that QOZ was very high in turnover.

Erko, do you know if the US shares component of VGS would use the total market index, the same as VTS does? Or something similar to the S&P500? The ETF is new and I can't find info on it yet, but I think it is the same as their International Shares Index Fund I saw some article recently that...

^ I posted about this a few pages back. But realised that I didn't actually include the link to the thread I mentioned. It's quite informative.

Could one use an equity release or line of credit tied to the equity in their home, and then invest that in shares? The rates on margin loans i've seen are a lot less attractive IMO you're best going for something defensive with a good yield, just to allow the ride to be less rocky

I think you pretty much could. If you really needed emerging market exposure then another trade of VGE and you're sorted. I prefer the trade of VGS + VGE over VTS + VEU, though they probably are very similar. I was listening to an interview with John Bogle where he states he doesn't think...

From my limited research, VGE is the best looking emerging market out there so far (a bit of a theme developing here with Vanguard!). It's the cheapest one, but its MER is still 0.48% The main difference I've noted so far between it and IEM (Ishares, higher MER, much longer track record) is...

Thanks for the tips Erko, I'll check out IXI. I echo your comments on VTS, a very quality product. Guess it's the cheapest one for Vanguard to run, since their total market version in the US is so popular. Due to the US market's performance combined with the falling AUD, that ETF has made me a...

Good point on the cyclical nature. When I say resource sector, I'm referring to mining / iron ore, as opposed to the energy sector which is how I label the oil companies. I think people forget that a resource boom is just that - a boom well above the usual price. With respect to global demand...

Good point. Only time will tell :) Possible 70% CGT on dividends vs franked is a large difference, but all of that is limited to the 4ish percent dividend yield. So the total performance still doesn't come close to 5% difference in capital growth performance I guess my main attraction to it is...

Yes churn is definitely something to consider. I must confess I don't fully understand its effects. I know that VHY changed its rebalancing to semi annually from quarterly for this reason In MVWs case it was only launched this year, so one would hope that it's market cap would grow...

I would have half my equities in Australian shares*, and half in something like VGS. The good thing about that IMO is when the AUD tumbles and the overseas investors "sell Australia" and drive down the ASX, your international holdings benefit from the weaker AUD and go up. However I was...

And unhedged returns have been quite good historically for australians if you have less than 50% internatinal equites. From halfway down the page of this (very informative) thread on Australian index investing:

I don't think the horse is bolted for international shares, especially if you go unhedged. See my previous post on predictions, but basically I think the S&P500 might be heading for a 10-15% correction within the next 3 months. It's already started, but we'll see if this pullback materialises...

QAN is indeed a bad buy IMO, but has been a great trade if you were in it. You know what Warren Buffet says about having a 1800 number on hand 24/7 to talk him out of ever investing in airlines... Similarly, I've been told by an investing friend who I really respect that woodside petroleum...

Well the obvious ones are Australian shares with strong US earnings such as CSL, Ansell etc Then ETFs which track the US markets, such as VTS, VGS, etc. I don't really buy individual US stocks but if I did I'd probably buy Berkshire hathaway (the cheaper shares) The economy is improving...

Ok so it's a cherry picked figure that represents a single year's performance, not something useful like annual performance over a longer time frame. Who cares about that Completely my opinion - VHY may continue to outperform the broader index for a few years or so, but not much longer...

In regard to VHY, the 14.5% net return up until October 2014 is a per annum figure which includes dividends * This is a return of 50% over 3 years which is nothing to be sneezed at, though I'm not sure where the 26% comes from *...