Portfolio Updates

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.

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.

It was a solid quarter for the Growth Portfolio with the growth side doing a significant part of the heavy lifting.

It was a solid quarter for the High Growth Portfolio with the international equities side doing a significant part of the heavy lifting.

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.