Investing

A record of what I thought at the time, including the parts that turned out to be wrong.

2024

The New Strategy

It's time to take the investment strategy off autopilot and get back into the driver's seat. Welcome to The New Strategy

2022

Divesting In New Zealand

I am Divesting In New Zealand and moving my investments to Australia.

Financial Overview For 2022

A small update on how we're managing our money in 2022.

2021

My Investing Year in Review

A look at where I stand as the year draws to a close.

Portfolio Update [October '21]

Checking the fallout from the confusing Covid messaging with my current investments in the New Zealand market. Portfolio Update [October '21]

Portfolio Update [April '21]

April was an exceptional month for growth as I add even more to my portfolio. Check out my Portfolio Update [April '21]

Portfolio Update [March '21]

Portfolio Update [March '21] reaches 10% and shows how ShareSite is helping me manage my investments.

Portfolio Update [February '21]

This month, Contact Energy joined my portfolio as I slowly make my way to $100,000. Read my Portfolio Update [February '21].

Portfolio Update [January '21]

January's update focuses on why I invested in the Hallenstein Glassons Group.

2020

Portfolio Update [November 2020]

November's update focuses on breaking down of all my holdings on the NZX Stock Market.

Our Rental Investment

A second property as a rental, an accountant and not paying off your mortgage. This what we learnt. Our Rental Investment

October's Portfolio Update

October's portfolio update on where I stand and why I am enrolling into the dividend reinvestment programs.

In The Middle

Being In The Middle of your investment strategy is the hardest part. Probably harder than starting even. Read In The Middle now.

Understanding An Investment Portfolio

Understanding An Investment Portfolio will use mine as a base for teaching you how to read an investment portfolio.

The Goals

Before you begin investing, you should figure out your goals and come up with a plan. Here are my goals for the next 10 years.

Getting Started

If you wonder how to get started on your investing journey, this may help. From do-it-yourself to have-it-done-for-you, now is the time for Getting Started.

Why I Invest

Why I invest, and why choose shares and stocks over other investments.

An Introduction & A Disclaimer

Let us go on a journey towards financial freedom. And lets begin with An Introduction & A Disclaimer on what exactly this journey is.

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