Activating the plan for 2015

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Key points

  • A new rule to consider is selling when a stock falls by 10% or more below the portfolio return, even if the consensus recommendations are still strong.
  • Outlook looks good for US markets, therefore an increase to a US ETF is warranted.
  • US dollar is expected to rise further so US exposure is unhedged.


I was asked to write about what I would be doing with my SMSF share fund for 2015. Rather than just write about it, I first did it! I find it is so easy to fall into the trap of thinking of what to do when it is not followed by action – only to finish up finding out that one has only done half of the job. There is nothing like making trades to focus the mind.

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