Many objectives-based investors have tilted their portfolios to high-yield Australian stocks, to achieve income and growth. But there are inherent problems with this.

James Dunn, PortfolioConstruction Forum

A Floor/Upside strategy should form the foundation of an investor's approach to retirement - and the good news is, many advisers already use a variation without realising it.

James Dunn, PortfolioConstruction Forum

Investment is often compromised by the quest for easy answers to difficult and involved issues. Risk is one.

James Dunn, PortfolioConstruction Forum | 2 comments

Everyone knows what alpha is - right? Yet even experienced practitioners fall into the trap of talking about alpha as being purely outperformance.

James Dunn, PortfolioConstruction Forum | 2 comments