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Thommo, Awesome result mate! Kudos to you for sharing the outcome and mindset. As you know, I didn't dance close enough to the doors with my long ASX position and wore a pretty hefty haircut when I exited at 5400. In hindsight though, even a 5400 exit was a good call over a year ago now...

Hi OzPerp, I tend to agree. I definitely think Steve Keen will be proved wrong over the coming few years and it seems the RBA agrees. Here's an article out today which shows how much better off we are already given where we were just a few years back: Home prices better than 5 years...

Hi Jazzlobber, Which is a perfectly valid strategy! You're basically just trading off between asset classes and investing where you think you'll do best at the moment. Informed research determining a strategy that you're acting on. Good stuff!! My investment timeframe is very long term...

Hi evand, And that's a great approach too! There's a whole lot of investors here that argue the importance of timing at a macro level to maximise your returns. There were two real points to my very first post as follows: 1. Even allowing for a very conservative assumption around capital...

Good points Evand, thanks! But thinking on this again, given the debt amount is fixed, then looking at it in nominal terms is not a bad approach. i.e. If you get 4% rent and 5.2% growth then your return is 9.2%. If it costs 5% in interest (assuming 100% loan) and 2% in other costs, then...

Good point. But even if they are nominal, which I suspect, then the returns are still good. Even if we discount the IRR for the inflation rate at the top end of 3% then we end up with 6.2% IRR against a prevailing 5% interest rate. Now I know interest rates will rise, but if you take out a...

Hi Guys, Excellent little article in the SMH Domain section today: Beware spruikers on house prices Before everyone points it out, I know this is Sydney-centric, but even so its a good insight. Before I get onto the implications of this, here's another nice snippit if you're one of...