Portfolio Updates

The August performance of InvestSMART's PMA portfolios

The July performance of InvestSMART's PMA portfolios

InvestSMART is pleased to present FY 2022 performance for our Professionally Managed Account portfolios.

When is the right time to invest? We also covered bonds and the market outlook.

The May performance of InvestSMART's PMA portfolios

We looked at inflation, interest rates, and how understanding timeframes is essential when investing.

We focused on helping investors understand the current market volatility and why there will always be uncertainty.

This webinar recording compares two InvestSMART capped fee portfolios: the Ethical Growth Portfolio (launched November 2021) and the InvestSMART Growth Portfolio.

We examined how a month doesn't make a market, monitoring portfolio performance, viewing and changing your bank account details.

Whenever I talk to analysts about sharp drops in the market, their reaction is always the same, "it's great isn't it?"

We ran through November's PMA Portfolio numbers, International Equities & Fixed Income, income, modifying allocations, re-balancing, and the Dumbell approach to investing.

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".

If you listened to the intraday musings of the equity markets during April one would have expected a poor return as 'fears of a correction' built up. However, this could not have been further from the truth.

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.