A comparison of property versus shares and how to find the right mix for a profitable portfolio
Almost every investor eventually considers the question: which is the better investment, property or shares? The answer isn't as simple as one or the other, since both asset classes offer different benefits and risks. And if the best answer is a mix of the two, how do you strike the right balance for sustained returns? This book takes an unbiased look at these two asset classes, explaining the risks and benefits of each, dispelling stubborn myths, and giving you the facts you need to find what’s best for you and your portfolio. Offering a point-by-point comparison of shares versus property, this easy-to-read guide argues that a combined strategy is smartest and safest for most investors. It then goes on to give you the information you need to tailor your portfolio to your own level of acceptable risk versus desired reward.
- Offers a simple, in-depth side-by-side comparison of the two most vital asset classes in any portfolio
- Written by a popular speaker and commentator on property investing who is also the author of The Property Professor's Top Australian Suburbs
- Includes helpful tips on what and when to buy, as well as how to avoid both property and share scams
Every portfolio should be different, depending on your own individual goals and needs. With this handy guide, you can find the right mix of assets to achieve healthy and consistent returns.
About the Author
Peter Koulizos is the author of The Property Professor's Top Australian Suburbs. He is a lecturer in property, a highly sought-after speaker and a contributing writer to News Limited, www.realestate.com.au and Money magazine.
Zac Zacharia is founder and managing director of financial services company, The Centra Wealth Group. He is a lecturer in share investment at TAFE SA and a trainer for Kaplan. Zac is a regular speaker at investment seminars and contributes to numerous publications including inBusiness magazine, The Advertiser and the Sunday Mail.
About the authors vii
Round 1 The basics of investment 1
Round 2 Why invest? 9
Round 3 History of the property and share markets 23
Round 4 Investment cycles 39
Round 5 Where to do your research 52
Round 6 Understanding the tables and statistics 64
Round 7 The ri sks of investment 79
Round 8 Return on investments 90
Round 9 Costs of investing 101
Round 10 Market participants and facilitators 111
Round 11 Managed investments 124
Round 12 Trading vs investing 134
Round 13 Financing your investment 149
Round 14 Investment structures 161
Round 15 Self managed superannuation funds 172
Round 16 Tax and investments 184
Round 17 Legal issues 195
Round 18 Overseas investments 206
Round 19 Schemes and scams 216
Round 20 Top questions to ask 231
Round 21 Case studies 242
Round 22 Advanced investment opportunities 254
Round 23 Conclusion: and the winner is . . . 271