“You need to ask yourself why before you ask yourself how because your investment goals should be the thing that determine your strategy”

She's On The Money · Show Me The Dividends Part 1: When Do You Actually Get the Money?

Play from 16:46
16:46

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What was described

advise listeners to match investment strategy (e.g., dividend income, capital growth) to their personal “why” before choosing assets

Said nearby on the same subject

“For a perpetual portfolio, you need $3 million of investment assets in today's dollars... I've assumed a real return of 4.15% (3.5% income and 4% capital growth)”
SW
Stuart Weems
Investopoly ·
Hard number $3 million (today’s dollars) for a perpetual portfolio Share this moment
“If you focus on capital growth… the heavy lifting is done by the equity and the capital growth you get from the actual asset”
RS
Ravi Sharma
Personal Finance with Ravi Sharma | Australian Finance & Property Podcast ·
Contrarian take Share this moment
“Australia relies on capital growth; everywhere else relies on cash flow… my strategy changed completely.”
TH
Todd Hunter
Australian Property Investor ·
Contrarian take Share this moment
“We built dividend strategies… liquidity based money market funds… we knew yields were going to go up and income was going to be able to generation.”
SM
Schwab Asset Management
Masters in Business ·
Why it worked Share this moment

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