Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
I wish to set up a portfolio of hybrid equity shares (banks/financial?) of 400K with a target return of around 4.0%. This is in view of a fixed-rate loan against my owner-occupied home which will mature in 1.5 years. my questions are:- 1. Is this a good approach? 2. What is a good alternative investment strategy? 3. What rate can I target with reasonable risk/return? Thanks Jimmy
Hi Jimmy – you are asking for personal advice here which is advice that is tailored to your specific circumstances. We don’t offer personal advice at Market Matters however my team at Shaw & Partners can assist here. We will be in touch.
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