Investment strategies

RNZ Radio 11 May 2017

Investment risks — Part 2: Too complicated, too much borrowing, not diversifying… In a four-part series, Mary talks about the risks described in the newly updated “Upside, Downside — a guide to risk for savers and investors”. (Download it here) In this session: Investing in something you don’t fully understand; Investing in companies that get into trouble; Overdoing borrowing; Investing in too few different types of assets; Failing to diversify within each type of asset; Failing to diversify over time; Putting short-term money in volatile investments.

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RNZ Radio 30 March 2017

Gender and Investing: How gender affects goal setting; Are men or women more likely to take risks?; Are women or men more likely to trade frequently?; Which gender is scammed more?; As a result…; Messages for each gender.

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NZ Herald 24 December 2016

Q&As: When you can take diversification too far; Where to invest in passive or index funds; Book is older than I thought; 2 letters from immigrants express their appreciation; 15 years later, advice has proved helpful.

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RNZ Radio 1 September 2016

How emotional thinking can get in the way of good investing. Understanding common reactions can help you guard against bad decisions. Reactions include: Responding to how things are presented; Sticking with the status quo; Responding to how things are named; Following the crowd; Emotional attachment; Being overwhelmed with information; Fear of regret; Not considering the whole portfolio.

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RNZ Radio 18 August 2016

Ethical KiwiSaver. Also my approach to investing in shares. Ethical KiwiSaver: how funds invest, risk, returns and which providers; A listener’s critical letter and my response; Warren Buffett is special; Can amateur investors beat the market?

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NZ Herald 16 July 2016

Q&As: ‘Laddering’ term deposits has several advantages; Riskier funds tend to do better, but fees hit reader’s returns; Get agent’s advice on upgrading house before selling?; Reader’s first KiwiSaver tax credit a disappointment.

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NZ Herald 2 July 2016

Q&As: A reader challenges my 2008 advice on term deposits; Another wants to buy — not sell — UK shares right now; Family should consider inner Auckland townhouse; My motive is uncovered!; Some lucky reading at McDonalds; Corrections.

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RNZ Radio 9 June 2016

Listeners’ questions on KiwiSaver performance and timing markets: Why average investors do worse than the market as a whole; How to pick a good fund manager; Would it be good to buy recent losers?; Will brokerage prevent drip feeding into shares?; Etc.

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