MB fund

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Introducing the MacroBusiness Fund Client Portal

The next step in MB’s attack upon overpriced, under-serviced, opaque and mismanaged funds is here. Behold MB Fund 2.0: the portal! Click on the video above, and let David and Tim take you through the exciting new features and functionality of the MacroBusiness Fund Client Portal. Then, click the login button to experience the portal

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LIVE TODAY | MB Fund Webinar: Aussie Dollar Doomed?

LIVE TODAY | Aussie Dollar Doomed?  10th May, 12:30 PM (GMT + 11:00) This afternoon David Llewellyn-Smith, Damien Klassen and Tim Fuller will walk through the falling dollar and the uncertain future. – Past trends of the AUD – What to expect from the falling dollar ? – Recent falling dollar, is there more on the way ? – Positioning your

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MB Fund April Performance

April saw markets bounce back from a poor March, and our portfolios had healthy gains with our international portfolio up 2.6% and both our Tactical Growth and Tactical Foundation funds rising 1.6%. International shares were aided again by a falling Australian dollar – over the last 3 months the weakness in the Australian dollar has

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MB Fund Webinar: Housing – Australia’s Favourite Bubble.

Join us for another full house event with David Llewellyn – Smith, Leith Van Onselen, Damien Klassen and Tim Fuller. As we take a look into one of Australia’s most frequented topics. Property Market and the much discussed bubble. Take us on your daily commute ! Podcasts now available on iTunes and all major Android

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MB Fund Webinar : Housing, Australia’s Favourite Bubble

Housing, Australia’s Favourite Bubble. LIVE THIS THURSDAY 3rd May, 12:30 PM (GMT + 11:00) Join David Llewellyn-Smith, Leith Van Onselen, Damien Klassen and Tim Fuller this Thursday. Hosting another full house event, as we cover a topic frequenting all Aussie households. – What to expect after the hill – After all these years will there be repercussions ?

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The four big fixes for better financial planning

Financial planning has long had two major problems, and the intersection of the two problems is where the action is. The Royal Commission into banks is merely uncovering what most people in the industry have known for a long time. Problem 1: Do Financial Planners provide advice or sell product? If I go to a

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How to protect yourself from the great Australian crash

By now if you’re reading you ought to understand that the Australian economy operates on symbiotic halves. Our miners sell dirt to foreigners and our banks leverage that income in global markets to lend into huge domestic mortgages. When trouble strikes, the Federal Budget sits between them, taking in the commodity tax revenues, and guaranteeing

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MB Fund Webinar: Are the Banks Royally, F***** ?

Take a look at what to expect in the Banking and Finance Sector for Australia and what does this all mean for investors? Don’t have time to sit down ?  Take us on the road. Webinars now available on all major Android Applications and iTunes. If you liked the series, please make sure to let

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10 lessons from the RC’s financial advice slaughter

Yesterday’s Royal Commission had all the elements for some great headlines: a celebrity taken down,  a $500,000 stuff up, impersonating clients and fake degrees. But what I want to talk about is managed accounts. First, some context from Fairfax: High-flying celebrity financial planner Sam Henderson’s world came crashing down on Tuesday as the banking royal commission heard he instructed his employees

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MB Fund webinar: Are the Banks Royally F***** ?

Are the Banks Royally F***** ? LIVE THIS THURSDAY 26th April, 12:30 PM (GMT + 11:00) Join David Llewellyn-Smith, Leith Van Onselen, Damien Klassen and Tim Fuller this Thursday as we embark on a deep dive into the latest hot topic, Royal Commission: – What will this mean for the banking sector in Australia? – What

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March MB Fund Performance

March was a shocker for the ASX with the ASX200 down over -4%. Investors in our tactical funds did much better, led by our income and accumulation funds increasing +0.4% and +0.3% respectively.  International shares performed much better than Australian shares (helped by a falling Australian dollar) finishing down -1.1%. In particular, our March performance

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MB fund webinar: Boom or Bust for Commodities ?

This week on Nucleus Insights AUSTRALIA – Boom or Bust Commodities ? 19th of April, 12.30PM, GMT + 11:00 Join us this Thursday to hear about the impact of recent events on the rise and fall of Australia’s Commodities. This week David Llewellyn-Smith and Leith Van Onselen will be joining Damien Klassen and Tim Fuller, looking

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IAG: Driverless cars 20 years away

David Harrington from IAG channels Upton Sinclair: “It is difficult to get a man to understand something, when his salary depends upon his not understanding it”. From The Australian: Australia has 700 pieces of different regulation that need to be changed before driverless cars can take to the roads, according to Insurance Australia Group, which

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Nucleus Insights : World Valuation Round Up (Live Today)

World Valuation Round Up LIVE TODAY – 12.30PM, GMT + 11:00   Join Damien Klassen and Tim Fuller this afternoon as we embark on a deep dive into: – Global stock valuations – The impacts of credit – How this is applied to the portfolios at Nucleus Wealth Make sure to sign up to tune in

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Is dividend imputation distorting Australian capital?

There have been changes proposed by the Labor party to imputation credits. We have put together a quick series looking at a number of aspects for investors: In Part 1 (link) we looked at the winners and losers from the proposed changes In Part 2 we look at some peripheral issues (a) at how management

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Who are the real winners and losers from imputation reform?

The dust is starting to settle a little on the Labor governments recent proposal to stop the refund of unused franking credits and lines are slowly being drawn in the sand in preparation for battle. An interesting (but unfortunately obvious) emergence has been the ‘inbetweener’ advocation of battlers that are potentially going to be adversely

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Has Uber self-driving crashed?

I have blogged a number of times about self-driving cars being the key to working out the path for oil prices and so it is important to work out if the recent pedestrian death by an Uber self-driving car is a sign that self-driving cars are further away than we expected. Electric Car Economics An

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Nucleus Insights : Oz Economics (Live Today)

NUCLEUS INSIGHTS : OZ ECONOMICS  LIVE TODAY – 12.30PM, GMT + 11:00 Today Leith Van Onselen and David Llewellyn-Smith will be joining Damien Klassen and Tim Fuller as they dive into the current position of Australian Economics.    – What will we be facing in a few years time ?  – How to spot opportunities in

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International shares and tax

There have been changes proposed by the Labor party to imputation credits. We have put together a quick series looking at a number of aspects for investors: In Part 1 (link) we looked at the winners and losers from the proposed changes In Part 2 we look at some peripheral issues (a) at how management

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MB Fund webinar: Drivers of volatility

————————————————- If the themes discussed above are of interest and you’d like to know more about the MBFund then send us your details below and we’ll be in touch. The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an

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MB Fund webinar: Drivers of volatility

Nucleus Insights Series will be live today, 12.30PM (GMT + 11.00) Join David Llewellyn-Smith, Damien Klassen and Tim Fuller as they walk through the key causes for Market Volatility and the recent events that occurred last week. – What does it mean for your portfolio ? – What opportunities will this bring ? – How do

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MB Fund February Performance

Our pitch to investors has been that by investing in a mix of quality and value stocks you can avoid a lot of market volatility.  Our portfolios didn’t chase the market higher in January, and then made up ground in February with our direct international portfolio posting a 1.6% gain and our tactical portfolios all returning between

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Why do retail investors lose?

There is a battle going on in the financial press for the hearts and wallets of retail investors. On one side is research houses Morningstar and DALBAR who both regularly publish studies showing that retail investors underperform – DALBAR’s most recent report thinks retail investors do 3.5% worse per year than the market, Morningstar think