Let’s now go into more detail and look within our 4 Focus Areas and elaborate on specific types of investments within each of the four asset classes that we do like.

Our Investment Universe:

RESIDENTIAL PROPERTY

Principal Place of Residence (PPOR)
Capital City Investment Properties
Large Regional Town Investment Properties

SHARES

Index Funds
Dimensional Fund Advisor (DFA) Index Funds
Research Affiliates Smart Beta Index Funds
Exchange-Traded Funds (ETFs)
Listed Investment Companies (LICs)
Direct Australian Shares
Unlisted Private Companies
Options (in limited situations only)
Contracts For Difference (CFDs – in limited situations only)

COMMERCIAL PROPERTY

Own Business Premises
Tenanted Commercial Property
Commercial Property Syndicates
Unlisted Commercial Property Trusts
Australian-Real Estate Investment Trusts (A-REITs)

INTEREST RATE SECURITIES

Government Bonds
Inflation-Linked Bonds
Corporate Bonds
Hybrids

As this website develops, we will discuss in more detail each of these different investments, and why they suit our strategy.

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