What is
Investment
The world of investments can be a strange one at times when anything can be an investment as long as it generates a return (either growth, income, or both), the question we ask is should it be part of your portfolio?
We have seen a lot of different types of investments from barrels of whiskey in Tasmania, funeral plots in Cains, and boat moorings in the Brisbane River we certainly dont discount an investment outright based on it being strange, non standard, or just out right wierd. We do however focus on the appropriateness of the investment for both you and your portfolio.
A good question to always ask is, Will this investment enhance my portfolio or will it hinder?
For example an 80 year old super pension client looking for regular income, probably should not have a barrel of whiskey as a part of his portfolio, no matter how much he may like the drink.
At A2Z Finance Solutions (A2Z) we use a combination, very diversified approach to our portfolios and the design of the underlying investment assets, contact us for a chat about your investment portfolio.
Shares
Investing in the Share Market
Investing in the share market can be done in several ways, firstly you can purchase direct when a company floats, such as CBA, Telstra, Suncorp and more recently Medibank, secondly you can buy them via a share broker, and thirdly you can buy them indirectly via a managed fund.
Each method has its pros and cons, so call us at A2Z Finance Solutions (A2Z) we are happy to discuss direct shares and any other investments.
Also keep in mind the negative side to investing, its all to easy to forget the bad times when everthing is rolling along, the following image shows the volatility in the market
Approved Stock Brokers
Comsec is one of the most used brokers and provides a two level service with access to large amounts of data and a simple website to use.
Derivatives
Sub level securities, or derivatives, are based on the underlying asset but generally only one aspect of it and therefore substancially increases the risk and volatility. Such as Options, Warrants, and Futures Contracts, some fund managers also use derivatives as a means of risk hedge control particularly when dealing with currency exchange rates.
For those interested the ASX does run a free seminar series for investors to meet and hear from senior management of ASX-listed companies across a variety of industries, check the current listed seminars and register your interest here.