InvestSMART
Webinar
From the Bunker: Finding a strategy that suits you
Past event
Event Details
Webinar
Friday, 28 August 2020
10:00 AM - 10:45 AM AEST
Location
This event will take place online.
Description

This week on From the Bunker does Bootcamp, Evan and I looked at Finding a Strategy that suits you.

You can watch the recording at the bottom of this article.


Not sure what Bootcamp is?

The InvestSMART Bootcamp is an online course designed to provide an introduction to investing. There are a total of six modules delivered over a four-week timeframe.

You can start anytime and go at your own pace as you have three months of access to the course material.

Here are the modules covered:

  1. Investment Planning
  2. Diversification
  3. Investment Vehicles
  4. Investment Strategies
  5. Investor Psychology
  6. Next steps (Putting this into practice)

Each Thursday, a live webinar is held covering the learning content for that week. The weekly webinars are an opportunity to follow up course concepts you need more help with or to reinforce your learning. If you can’t make that week’s webinar don’t worry. The webinars are uploaded into the Bootcamp platform so that you can re-watch at your own pace.

The InvestSMART Bootcamp is $49 and includes one-month complementary access to both Eureka Report and Intelligent Investor, which both assist in supercharging your learning experience.

Enrol Now and start your investing journey.


This week’s From the Bunker complements Bootcamp’s Module 4 – Investment Strategies.

In Bootcamp, we look at the difference between Active and Passive strategies. We examine the Core and Satellite strategy, along with a brief rundown of value investing, technical analysis, income strategies, and market timing.

One obvious benefit of having an investment strategy is that it gets you away from day watching your investment portfolio. When you’re comfortable with your plan and strategy, it allows you to have the confidence to get on with other things and not need to frequently check-in to see if everything is still ok.

Evan ran through the importance of understanding total returns and how leaving dividends or distributions to be reinvested in the portfolio, help your wealth grow due to compound returns. The ability to reinvest distributions does depend on your timeframe and personal situation.

We used the example of Saving for a happy retirement and pointed out the calculators that InvestSMART provides to help you visualise this scenario more easily. Again, we felt that diversified portfolios were among the choices in reach to reach your goals.

One crucial factor that can impact growing your wealth is the fees that some managers charge. Evan relied on data prepared by Eureka Report’s Alan Kohler showing the impact that uncapped fees can have on long term wealth.

InvestSMART has a range of diversified capped fee managed portfolios. Take a look here.

Finally, Evan walked us through the Bucket Strategy, which he has previously written about here. The Bucket Strategy also features in the Bootcamp learning content.

Join us next week, when we chat live with Nathan Bell, Head of Research, at Intelligent Investor about the Intelligent Investor Growth Fund listing on ASX.

You can watch this week’s episode below: