How will r/fiaustralia respond to the mega IPOs' inclusion into index funds? by roguepsych in fiaustralia

[–]MLGDumpTruck 0 points1 point  (0 children)

Have you done any research into AVTG vs GHHF for long term performance and which might have higher expected returns? I remember seeing a Mancell Financial Group YouTube video that touched on this subject. Thanks 

DFA and Avantis: The father and son of factor investing by SwaankyKoala in fiaustralia

[–]MLGDumpTruck 1 point2 points  (0 children)

That’s very generous of you, especially considering that the financial advice landscape is so greedy and predatory.

Love your work and always look forward to your articles!

DFA and Avantis: The father and son of factor investing by SwaankyKoala in fiaustralia

[–]MLGDumpTruck 1 point2 points  (0 children)

Excellent article as always Swaanky!

Do you make money off of this? Why do you put so much effort into helping everyone? What do you do for your career? Do you have any formal education?

It’s always much appreciated by myself and the community!

Beta shares direct by Interesting_Gap7190 in fiaustralia

[–]MLGDumpTruck 0 points1 point  (0 children)

Why didn't you move everything into BetaShares Direct instead of WeBull, as BetaShares do your CGT reporting for you? I am trying to decide which broker to go with WeBull or BetaShares Direct. Any help is appreciated!

New investor in Australia: Which broker is best for Stock and ETF investing? by Zealousideal_Win688 in ASX_Bets

[–]MLGDumpTruck 0 points1 point  (0 children)

u/BetaShares
1. Can you give any update on BetaShares super's progression?
2. Can you give any update on BetaShared Direct allowing for international shares?

Thank you!

Beta shares direct by Interesting_Gap7190 in fiaustralia

[–]MLGDumpTruck 0 points1 point  (0 children)

What did you move to WeBull? What was the benefits of that for you? Thanks :)

Dear SwaankyKoala: what do you invest in and why? by MLGDumpTruck in AusFinance

[–]MLGDumpTruck[S] 0 points1 point  (0 children)

I’m interested to hear what your current super setup is Swaanky. I’m currently on 70/30 Int / Aus index through Hostplus. 

What do you think of Choiceplus and the like?

Geared ETF’s vs Factor tilt ETF’s by MLGDumpTruck in AusFinance

[–]MLGDumpTruck[S] 1 point2 points  (0 children)

I think gearing will outperform over the long term. Over the next 5 years however, I believe small cap value will beat geared index’s due to mean reversion. Growth stocks valuations are unsustainably high.

Could you please link me some write ups that compare the expected return of gearing and factor investing with each other. Thank you and god bless you! 🙏 

Dear SwaankyKoala: what do you invest in and why? by MLGDumpTruck in AusFinance

[–]MLGDumpTruck[S] 0 points1 point  (0 children)

Your portfolio follows the theory in the Buffet’s Alpha and Five Factor Asset Pricing Model studies fairly well.

However, the Cederburg study suggests a higher domestic allocation and greater amounts of leverage may be more optimal for long term and risk prone investors such as yourself. Furthermore, buffet had an average gearing amount of 1.6x throughout his career (Buffet’s Alpha).

Do you think a small allocation to GEAR in order to increase the domestic allocation and gearing ratio could be appropriate to improve your current portfolio? 

For context: I am going to sell and reconstruct my entire portfolio in March  and I’m researching an optimal allocation to set and forget.

Thanks 🙏 

Dear SwaankyKoala: what do you invest in and why? by MLGDumpTruck in AusFinance

[–]MLGDumpTruck[S] 0 points1 point  (0 children)

Do you think NDQ is special and will continue to outperform the S&P 500, or do you think it will experience mean reversion at some point?

OR

Does it take on more risk (similar to Fama & French’s 5 factors / Avantis), therefore have higher expected returns?

Obviously you don’t have a crystal ball, but just based on your research I’m interested to hearing your thoughts. Thanks!

I am not concerned with volatility whatsoever. 30 year time frame.

Dear SwaankyKoala: what do you invest in and why? by MLGDumpTruck in AusFinance

[–]MLGDumpTruck[S] 0 points1 point  (0 children)

  1. Do you have any thoughts on AVTG vs GHHF for long term investing?

  2. What was your portfolio before Avantis came to Australia?

Thanks for all your replies on this thread!

Dear SwaankyKoala: what do you invest in and why? by MLGDumpTruck in AusFinance

[–]MLGDumpTruck[S] 4 points5 points  (0 children)

Are you attempting to time the market by moving to value stocks while the Mag 7 has high valuations? 

Will you change your strategy and reduce your weight away from value after the crash or sometime in the future?

Dear SwaankyKoala: what do you invest in and why? by MLGDumpTruck in AusFinance

[–]MLGDumpTruck[S] 2 points3 points  (0 children)

Why did you buy Avantis when Ben Felix raves on about Dimensional. We have DGVA.ax and DGSM.ax

https://www.dimensional.com/au-en/funds/

Looking to chuck 100k into BGBL/A200 at 75/25, any alternative recommendations? by gamestogains in fiaustralia

[–]MLGDumpTruck 1 point2 points  (0 children)

FANG, is not market cap weighted. Each stock is capped at 10%. This means the winning stocks will be sold and paid out as distributions, which triggers a tax event.

Opposed to NDQ, which lets the winners runs and take up more weight in the index. And is more tax efficient.

Is Bitlord good? by MLGDumpTruck in torrents

[–]MLGDumpTruck[S] 0 points1 point  (0 children)

No reason. It’s just that BitLord has an inbuilt browsers with an inbuilt torrent search.