Your portfolio's greatest threat

George, an investor from Tumbulgum* writes:“Hi Guys,Turns out this investing business isn’t as difficult as I thought. After loading up on News Corp, CSL and Macquarie Bank as you suggested in 2011, plus a few picks of my own, I’ve smashed the index. Maybe I’m the one that should be running an investment newsletter?After all, wasn’t it back in 2004 that Intelligent Investor first noted its concern about the rising housing market? Look how that worked out. The crash never came and prices are rocketing, especially in Sydney.The pollies know the score. Only 13 out of 226 don’t own property....

George, an investor from Tumbulgum* writes:

“Hi Guys,

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