InvestSMART's PMA Financial Year 2022 Reports
InvestSMART is pleased to present FY 2022 performance for our Professionally Managed Account portfolios.
By the Numbers Webinar - May Update
When is the right time to invest? We also covered bonds and the market outlook.
By the Numbers Webinar - April Update
We looked at inflation, interest rates, and how understanding timeframes is essential when investing.
By the Numbers Webinar - February Update
We focused on helping investors understand the current market volatility and why there will always be uncertainty.
Comparing Apples & Apples: Growth v Ethical Growth Portfolios
This webinar recording compares two InvestSMART capped fee portfolios: the Ethical Growth Portfolio (launched November 2021) and the InvestSMART Growth Portfolio.
By the Numbers Webinar - December/January Update
We examined how a month doesn't make a market, monitoring portfolio performance, viewing and changing your bank account details.
Buying when you feel like selling
Whenever I talk to analysts about sharp drops in the market, their reaction is always the same, "it's great isn't it?"
By the Numbers Webinar - November Update
We ran through November's PMA Portfolio numbers, International Equities & Fixed Income, income, modifying allocations, re-balancing, and the Dumbell approach to investing.
InvestSMART portfolio performance for the month of August
We are big believers in diversification, investing for total returns and long-term investing.
InvestSMART's The Monthly Musings - 10 months of green and counting
We love a good, positive, market statistic and July provided a few.
Monthly Musing: "Sell in May" and You Would Have Lost Your Way
There is a famous US market phrase that Wall Street loves to quote at this time of year: "Sell in May and go away".
Monthly Musings: The Market's 'Quiet Achievers'
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.
How a conservative allocation can give you that little bit extra
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.
InvestSMART's Capped Fee Portfolio Quarterly Update - March 2021
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
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