

Weekly Q&A- your investment questions answered
6 snips Mar 20, 2025
This session tackles share buybacks—why companies pursue them and their implications for investors. It breaks down the essentials of dollar-cost averaging and momentum investing, offering practical strategies for optimizing investment portfolios. Additionally, there's a detailed look at diversifying within superannuation versus personal investments. The hosts provide valuable tips on identifying crossovers in ETF asset allocations, ensuring listeners stay informed and make savvy financial decisions.
AI Snips
Chapters
Transcript
Episode notes
Transferring Shares
- Transfer shares to potentially avoid capital gains tax instead of selling and transferring cash.
- Ensure all details match between accounts to prevent transfer issues.
Share Buybacks
- Companies offer buybacks for various reasons, including increasing share price and tax efficiency.
- Buyback notifications don't obligate you to sell; consider market conditions.
Dollar-Cost Averaging
- Consistent investing matters more than perfect timing; don't overthink dollar-cost averaging (DCA).
- Consider brokerage fees and your comfort level when picking your DCA frequency.