InvestSMART's Conservative Portfolio: March Quarter Review 2021
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.
InvestSMART's Hybrid Income Portfolio: March Quarter Review 2021
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
InvestSMART's Interest Income Portfolio: March Quarter Review 2021
A tough quarter for the interest income portfolio, but we do need to put this quarter into perspective.
InvestSMART's Growth Portfolio: March Quarter Review 2021
It was a solid quarter for the Growth Portfolio with the growth side doing a significant part of the heavy lifting.
InvestSMART's High Growth Portfolio: March Quarter Review 2021
It was a solid quarter for the High Growth Portfolio with the international equities side doing a significant part of the heavy lifting.
InvestSMART's International Equities Portfolio: March Quarter Review
The International Equities Portfolio picked up where it left off in the final quarter of 2020, adding 6.50 per cent after fees in the quarter and beating peers by 0.4 per cent. In the 52 weeks to the end of March 31, the portfolio is up 24.50 per cent after fees highlighting the incredible bounce back the world has experienced in the post-COVID world.
InvestSMART's Property and Infrastructure Portfolio: March Quarter Review 2021
It has been a very wild ride for those of you in this portfolio and we fully understand that it has given you some big highs and lows. It is, after all, a portfolio made up of two sectors that have experienced the full effects of the global pandemic, both negatively and positively.
InvestSMART's Balanced Portfolio: March Quarter Review 2021
It was a slightly subdued quarter for the Balanced Portfolio with defensive assets suffering falls that where offset by the growth side's surge.
Monthly Musings - February: Reflation trade overshadows an impressive reporting season
February is being viewed as an inflection month. The rising belief that inflation will return in spades, known as reflation, overshadowed what was, on balance, an impressive earnings season for the ASX and international equities as a whole.
InvestSMART Portfolios Monthly Update - January 2021
InvestSMART Capped Fee Portfolio review Monthly Musings - price perfection and probing for weakness
InvestSMART Portfolios Monthly Update - November 2020
InvestSMART Capped Fee Portfolio review Monthly Musings November - Smashing Records
InvestSMART Portfolios Monthly Update - October 2020
InvestSMART Capped Fee Portfolio review: Monthly Musings: October - economic expansion with second waves
InvestSMART Portfolios Quarterly Update - September 2020
InvestSMART Capped Fee Portfolio quarterly updates for September.
InvestSMART Portfolios Monthly Update - August 2020
InvestSMART Capped Fee Portfolio review: 'The Monthly Musing' August, devil in the (earnings) detail
From the Bunker: Finding a strategy that suits you
Evan and Tom explore different investment strategies and take your questions.
From the Bunker: The "Other" Asset Classes
Evan and Tom look at the most commonly asked about assets when it comes to investing.
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