Portfolio Updates

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.

It was a slightly subdued quarter for the Balanced Portfolio with defensive assets suffering falls that where offset by the growth side's surge.

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 Capped Fee Portfolio review Monthly Musings - price perfection and probing for weakness

InvestSMART Capped Fee Portfolio review Monthly Musings November - Smashing Records

InvestSMART Capped Fee Portfolio review: Monthly Musings: October - economic expansion with second waves

InvestSMART Capped Fee Portfolio quarterly updates for September.

InvestSMART Capped Fee Portfolio review: 'The Monthly Musing' August, devil in the (earnings) detail

Evan and Tom explore different investment strategies and take your questions.

Evan and Tom look at the most commonly asked about assets when it comes to investing.

InvestSMART Capped Fee Portfolio quarterly updates for June

InvestSMART Capped Fee Portfolio review: 'The Monthly Musing' - bang for your buck

We take a look at managed portfolios and if COVID-19 has changed their asset weightings.

April saw all four InvestSMART Diversified Capped Fee portfolios outperform peers and Evan Lucas highlights, the key to good long-term returns comes from developing positive investment habits rather than timing the market.

The quarterly updates for the InvestSMART Conservative, Balanced, Growth, High Growth, Interest Income, Hybrid Income, International Equities and Diversified Property Portfolios.

We understand that February will have impacted your investment performance and that the kind of market movements we have seen in February can rock your investment resolve.