Queensland Law Society Auditorium, Queensland Law Society 179 Ann St, Brisbane City, QLD, 4000
Description
Building a portfolio to weather any storm
Is your portfolio diversified enough to manage risk and help you reach your financial goals?
Achieving your financial goals requires focus, discipline and a clear objective. But sticking to an investment strategy can be difficult, especially in the face of uncertainty and market volatility.
This year's InvestSMART Forum focuses on investment and diversification strategies, with a special opening address from InvestSMART's Chairman, Paul Clitheroe.
Join our analyst team and CEO, Ron Hodge, for the 2018 InvestSMART Forum where they will explore how to build a diversified investment portfolio that will help you stay on track and achieve your goals in any climate.
Agenda
M.C.: John Addis, Editor-in-Chief & Founder of Intelligent Investor
1. Opening Address Presenter: Paul Clitheroe, Chairman;
2. The greatest risks to your long-term returns: Why the right approach will help you achieve your goals Presenter: Ron Hodge, InvestSMART CEO;
3. Diversifying your Australian equity exposure: Discovering undervalued and under researched small companies Presenter: Alex Hughes, Senior Analyst;
4. Putting the value in your income portfolio: How focusing on 'value' will help drive income without sacrificing capital growth Presenter: Gaurav Sodhi, Deputy Head of Research; and
5. Q&A: Ask your specific questions to our panel of analysts and experts.
John Addis Editor-in-Chief
Paul Clitheroe Chairman
Ron Hodge InvestSMART CEO
Alex Hughes Senior Analyst
Gaurav Sodhi Deputy Head of Research
After the Q&A, complimentary refreshments will be served.
We encourage you to stay and meet the speakers, where you can ask them any questions you may have.
Register today, seats are strictly limited.
Watch the highlights from the last InvestSMART Forum:
Map
Queensland Law Society Auditorium, Queensland Law Society 179 Ann St, Brisbane City, QLD, 4000
Introduced by Canstar. Advice by InvestSMART.
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Introduced by Canstar. Advice by InvestSMART.
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Introduced by Canstar. Advice by InvestSMART.
Understanding your time horizonAnswer some simple questionsFind the right portfolio for you
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Time is the most critical aspect of investing. Before continuing you need to consider what is your investment goal and how long before you wish to achieve it.
The shorter your timeframe the more conservative you should be with your investments.
The longer your time horizon the better your portfolio is able to weather the short term ups and downs and reap the rewards of generally higher markets returns long term.
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