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This webinar recording compares two InvestSMART capped fee portfolios: the Ethical Growth Portfolio (launched November 2021) and the InvestSMART Growth Portfolio.
The By the Numbers webinar covers some of the portfolio numbers inside the InvestSMART Professionally Managed Accounts (PMA). We will also cover PMA account management tips to show you how simple it is to use the online platform.
Introducing the new By the Numbers webinar. Each month we will publish a webinar in which we briefly highlight some of the portfolio numbers inside the InvestSMART Professionally Managed Accounts (PMA). We will also cover PMA account management tips to show you how simple it is to use the online platform.
We are big believers in diversification, investing for total returns and long-term investing.
We love a good, positive, market statistic and July provided a few.
There is a famous US market phrase that Wall Street loves to quote at this time of year: "Sell in May and go away".
There is no doubt that when many of us invest, we invest in 'silos', and by silos we mean you invest in just cash or fixed income or property or equities rather blending (diversifying) your investment fund across asset classes.
We dive into why all asset classes across the spectrum are so important to your future returns; Why diversification continues to come out on top; And the future of fixed income
It was a slightly strange quarter for the Conservative Portfolio in that it was its defensive assets that suffered falls while the growth side surged. It's rare to see a quarter of trade like the one we have just seen, and you need to put it into the perspective of your risk profile and your investment time horizon.
The portfolio returned 1.8% for the quarter including franking credits. The estimated running yield is approximately 4.75%, and estimated yield to call/maturity is 4.25%, including franking credits
A tough quarter for the interest income portfolio, but we do need to put this quarter into perspective.
Investing insights from experts like Paul Clitheroe & Effie Zahos and more