By the Numbers Webinar - November Update

The InvestSMART PMA, or Professionally Managed Account, is a type of investment portfolio managed by InvestSMART. In November, the performance of these portfolios was discussed in the By the Numbers webinar, providing insights into their recent performance.

The webinar covered the performance of International Equities and Fixed Income within the InvestSMART PMA, offering a detailed look at how these asset classes are contributing to the overall portfolio performance.

Income, including distributions and interest, is paid inside the InvestSMART PMA at specific intervals. The webinar provided insights into the timing and process of these payments, helping investors understand when they can expect income from their investments.

The Portfolio Manager's Health Check is a feature that evaluates the health of your investments within the InvestSMART PMA. It provides valuable insights and recommendations to ensure your portfolio is aligned with your investment goals.

The modify allocation feature allows investors to adjust their portfolio allocations within the InvestSMART PMA. The webinar explained how to effectively use this feature to tailor your investment strategy to your personal financial goals.

Re-balancing in the InvestSMART PMA occurs at specific times to ensure that your portfolio remains aligned with your investment strategy. The webinar provided details on the timing and process of re-balancing within the PMA.

The Dumbell approach to investing is a strategy discussed in the webinar that involves balancing risk and reward by investing in both high-risk and low-risk assets. This approach aims to optimize portfolio performance while managing risk.

If you have specific questions or need more information about the InvestSMART PMA or portfolio management, you can email invest@investsmart.com.au. The team is available to address any inquiries you may have.