Author name: Kai Chen

Kai Chen — CIO An accomplished high-frequency trader with over a decade of experience. Proficient in algorithmic strategies, Kai has successfully steered trading initiatives across various markets. His extensive background in quantitative analysis makes him a uniquely knowledgeable investment advisor. Qualifications: RG146; General Advice Stockbroking (2023); Bachelor of Commerce, Actuarial & Finance (2012); Masters in Funds Management (2014) Links: LinkedIn: https://www.linkedin.com/in/kai-chen-38994648/

Education, MacroTrends

How to Identify Growth Stocks

Learn proven methods to identify high-quality growth stocks on the ASX. This guide covers earnings growth, revenue trends, competitive advantage, valuation metrics, and practical screening techniques for Australian investors

Education, MacroTrends

How to Buy Physical Gold & Silver

Every investor eventually asks the same question: how do you actually buy physical gold in Australia without overpaying? This guide covers coins vs bars, where to buy from reputable dealers like the Perth Mint and ABC Bullion, what premiums to expect, home delivery vs vault storage, CGT treatment, and the five mistakes first-timers make.

Education, MacroTrends

Australia’s Lazy Investment Strategy Is Finally Dead

The 50% CGT discount is gone. For 27 years, Australian investors built portfolios around a tax concession, not a strategy. Now that the crutch has been removed, every holding — property, banks, ETFs — has to earn its keep on merit. Here’s what broke, why it matters, and how we’re repositioning with structured alternatives that actually work under the new rules.

Education, MacroTrends

How to Build a Diversified ETF Portfolio

You don’t need 30 ETFs or a finance degree to build a diversified portfolio. A core-satellite approach using three to five low-cost funds gives you global exposure, income, and growth. We walk through the building blocks, allocation by risk profile, and the mechanical side of rebalancing.

Balanced Portfolio

High Conviction: Risk Reduction to Portfolio

In light of escalating risks across valuations, political uncertainties, credit conditions, and labor market signals, we recommend adopting a defensive “risk-off” posture for client portfolios. This involves raising cash levels, trimming overextended positions, and outright selling select high-risk holdings exposed to volatility.

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