Author(s): Peter Koulizos
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.
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."
Disclaimer vi About the authors vii Acknowledgements viii Introduction ix 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 Glossary 281 Index 288