Portfolio Updates

All time market highs | Outstanding performance

Missed the live session? Get up to speed with 'Navigating the 2024 Investment Landscape' as we distil the wisdom of InvestSMART's recent webinar into key takeaways.

Markets rebound in November | A good reminder in not trying to time the market

The portfolios returned 1.29% - 5.06% in the 12 months to 31 October 2023.

For the twelve months ending 30 September the InvestSMART Diversified Portfolios returned between 5% - 14.4%

Missed our international investing webinar? Catch up with this quick read on diversifying your portfolio and boosting growth.

Join Tom Wilson as he takes on Owen Rask in a spirited debate on the Rask Australia podcast, dissecting the age-old Australian investment question: Property or Shares? Tom champions the stock market, highlighting diversification and transparency. Discover why shares might just be the smarter choice.

The InvestSMART diversified portfolios delivered between 3.56% - 12.82% positive returns for clients for the year to 31 August 2023.

The InvestSMART diversified portfolios delivered between 2.08% - 12.11% positive returns for clients to 31 July 2023. The robust recovery in the technology sector driven by Meta, Nvidia, Tesla, Apple, Microsoft, Alphabet and Amazon (aka: the magnificent seven) has been a large contributor to international outperformance this year.

Uncover the secrets of managed fund performance, the impact of fees, and how to make informed future investment choices in this comprehensive webinar summary.

A strong twelve months for the InvestSMART Diversified Portfolios

Join us for this live webinar.

If you only viewed the investment markets through the lens of the media headlines you'd expect to see poor performance for the last twelve months, however the reality is quite different.

Too risky? Too volatile? Too hard? Let's debunk a few myths about global shares and see why they can deserve a place in your self-managed super fund.

Join us as we unravel the complexities of investing, explore portfolio strategies, and tackle investor psychology. Dive deeper with our Bootcamp courses and empower your financial future.

Learn the five reasons to include Australian equities in a diversified portfolio from a recent InvestSMART Bootcamp webinar and their impact on performance.