This excellent article exemplifies a style of fusion investing, the fusion of business momentum and value.

Concentrate to accumulate, diversify to protect.
When you diversify do it via a broad index or specific individuals, who through careful analysis you judge to be extremely competent and capable of significantly* outperforming the index.

Australian companies traditionally pay high dividends due to tax laws which make dividends attractive to investors. The following seven companies yield between 3.3% and 8.8% on trailing dividends and 5-12% based on their previous high annual dividends.

Not only is Australia yet again officially the second the best country in the world, it’s the first to raise interest rates.
See you at parity my US friends See you real soon! This raise took AUD over 88 cents. I’ve been banging on about the short USD long AUD trade for most of this year and despite the sudden rush of people late to the party I don’t see it breaking down yet.
I love this comment “Only one of 20 economists surveyed by Bloomberg News forecast today’s move. The …

I continue to up our Australian allocation as I pull back from my favoured investing destination of the US. Regularly taking your Australian potion should help with some of the common side side effects of a devaluing greenback and inflation.

Overview for international investors on why and how to invest in Australia via American Depository Receipts (ADRs), index funds, ETFs and direct investing.

When thinking about investing in Australia most international investors first think of mining. They may be surprised to find that “Australia’s economy is now a service-based economy, with service industries accounting for around 70 per cent of total gross value added. The finance and insurance industry is larger than the booming mining sector…”

The ten best Australian business sites for news, data and opinion on Australian companies and the economy.

S&P/ASX 200 Sector Returns Month and Year to Date. The ASX continues to power higher, climbing a wall of worry with a helpful leg up from from those looking to call a market top. Yeah the market is overbought, but the trend is your friend and you don’t want to fight your friends.

Strategies to lock in ANZ profits form the share purchase plan. Including selling calls, buying puts and CFDs. Plus the dangers of a cash rich company.

Using the Kelly Formula for Portfolio Management:

I have two main uses for the Kelly formula, neither of which are the intended purpose. My third and less important use is the intended purpose of Kelly, an aid in determining my indiviudal investment size.

I use Kelly as a comparitive tool and as and aid to focusing on probabilities, risk and returns. Before we dive into each of those I should explain how I use a method that is designed to be used with binary outcomes with known odds for investing, where their are multiple possible outcomes with unknown odds.

At the bottom I link some great articles from Ed Thorp, John Kelly, Michael Mauboussin and Paul Samuelson