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Vanguard has some articles on its site all about the "home bias" of Australian equities vs the rest of the world, from a point of view of an Australian. Talks about different asset allocation splits, takes into account things like benefits of franking credits, diversification etc. Gotta dash but...

I agree Falcon, those returns were very fortunate but unlikely to go on forever. I was mostly just curious after hearing about such returns yesterday, and I will most likely not be investing with Laminar, or any other such fund. I forgot that having a loan with an offset account or line of...

This sounds like a good method to me too!

Well I don't think the bonds they buy yield 8-10%. Like Vanguards bond fund, im sure a large amount of the return is from buying bonds that yield less, but that have also risen in value. Which is where an active manager who knows about bonds comes in (i couldnt pick these myself). 75% of the...

Yeah you guys pretty much echo my own skepticism - fund started in 2009 till present, which was perfect timing of the bond market. And skepticism regarding active managers. I checked the holdings and over 50% are currently held in mortgage backed securities. These I don't totally understand...

What do you guys use for fixed interest exposure? Or do you just use a property/shares/cash mix? Vanguard ETFs seem less efficient for this area, it seems an area underdeveloped in Australia, and doesn't recieve the tax kicks that shares and property do. However it seems much less risky, too...

Very good point

Thank you Falcon

Also, it appears to me that AFI and maybe MLT might be trading a little under their NTA at the moment? Or were last month or so, at least

But if outperformance is more to do with the smaller end of the market, how do LICs like AFI/ARG/MLT manage to outperform by 100-150bps if they're just holding the big companies? I do like the idea of them always increasing dividends, holding cash to ensure dividends get paid, and as dry...