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View Sam's Most Recent Content

Borrowing Against Property to Invest in Shares: Australian Investor Series

Most investors don’t borrow to invest in shares, instead they borrow to invest in property.  But, borrowing to buy shares does make sense for some investors.  It works for some investors who need to take more risk, and it has the added tax advantage of turning income into capital gains.    

My video uses a case study to explain why investors borrow to invest in shares and the best way to do it.  It compares borrowing against the equity in your home versus using broker margin loans versus geared ETFs.  Securing a loan to invest in shares against property has the advantage of no margin calls and much lower interest rates.