The following is a sample of where Wealth Within has been profiled in the media.
14 May 14
However, fund manager and Wealth Within analyst Dale Gillham said domestic investments usually offered stronger, more stable returns. Unlike those from other nations, Australian dividends also carried tax credits, while international shares were subject to withholding tax, Mr Gillham said. “There are also enough places in Australia to invest your money without going overseas,’’ Mr Gillham said. “There are 500 shares for example on the All Ordinaries Index, when in fact you really only need 10 stocks for your portfolio to work. “Investors also start to lose control to some degree when they invest overseas...
22 Apr 14
South African Woolworths SA sprang out of left field last week, throwing a $4 per share bid on the table to blow the Myer/David Jones merger plans out of the water. The bid has left shareholders wondering whether or not it is a good deal? The most important thing an investor can do when weighing up a decision to accept or reject the bid is to look at where the share price has been trading over recent years, as this provides an indication of where it may go...
14 Apr 14
Speaking to InvestorDaily, Dale Gillham, director of boutique fund manager Wealth Within, said when it comes to performance fee funds it can be difficult for investors to establish what they will be paying so it is important for investors to focus on a few factors. “You shouldn’t be paying a performance fee on a negative return, regardless of whether it outperforms the index or the benchmark and the fund needs to have a high water mark before they start charging,” Mr Gillham said...
10 Apr 14
Selling a share that has suffered a 30 per cent, 40 per cent or 50 per cent loss shows poor money management skills that should be addressed, and selling profitable shares so as to offset tax often makes very little financial sense. The same applies to selling down profitable shares because they have become “overweight” and buying more poor performing ones because they are “underweight”. A mantra I’ve lived by is cut losses short and let profits run.
29 Mar 14
Commentators have been saying that China is one bubble waiting to pop, however I don’t subscribe to fear campaigns and neither should you. So is there cause for concern for investors? Firstly, the Chinese economy is expected to achieve around 7.5 per cent growth, and could fall to around 7 per cent, which is still high relative to word standards at closer to 3 per cent. What is interesting is that a few years ago when Chinese growth was at dizzying heights of around 11 per cent, forecasts were indicating a fall to around 7 per cent...