InvestSMART

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.
By · 1 Feb 2022
By ·
1 Feb 2022 · 30 min read
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Hosted by InvestSMARTs Chief Market Strategist Evan Lucas and Product Specialist Tom Wilson.

In this By the Numbers webinar, we will take a brief look at the December and January performance of the InvestSMART PMAs. 

Then, we'll cover some tips on how to use your account. This webinar is perfect for learning more about the InvestSMART PMAs and managing their account.

We cover:

  • December and January's InvestSMART PMA Portfolio numbers
  • How a month doesn't make a market
  • Putting these months into perspective via a series of visual charts
  • How to monitor portfolio performance
  • Using the Investment Preferences area
  • Viewing and changing your bank account details

If you'd like us to address anything specific about the PMAs or portfolio management, please email invest@investsmart.com.au.

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Frequently Asked Questions about this Article…

The InvestSMART By the Numbers webinar focuses on reviewing the December and January performance of the InvestSMART PMAs, offering insights into portfolio management, and providing tips on using your InvestSMART account effectively.

The webinar helps by presenting December and January's InvestSMART PMA Portfolio numbers and putting these months into perspective with visual charts, making it easier to understand the performance trends.

Viewing monthly performance in perspective is important because a single month doesn't define the market. The webinar emphasizes understanding broader trends rather than focusing on short-term fluctuations.

The webinar suggests using visual charts and the Investment Preferences area as tools to effectively monitor your portfolio performance and make informed decisions.

Yes, the webinar provides guidance on managing your InvestSMART account, including how to view and change your bank account details and utilize the Investment Preferences area.

You can have specific questions about PMAs or portfolio management addressed by emailing invest@investsmart.com.au, as mentioned in the webinar.

InvestSMART PMAs are professionally managed accounts that offer a structured approach to investing, and the webinar provides insights into their performance and management.

The webinar is hosted by InvestSMART's Chief Market Strategist Evan Lucas and Product Specialist Tom Wilson, who provide expert insights and guidance.