InvestSMART Forum: Building a portfolio to weather any storm

Is your portfolio diversified enough to manage risk and help you reach your financial goals?

From April to June, we took the InvestSMART Forum on the road. Watch all the insights from the Brisbane seminar below. 


Opening Address

Presented by Paul Clitheroe, Chairman (38:05 mins)


To find out more about our InvestSMART Australian Equity Income Fund (Managed Fund) (ASX:INIF), click here.


The greatest risks to your long-term returns

Presented by Ron Hodge, CEO of InvestSMART (19:22 mins)

  • Why the right approach will help you achieve your goals.

Our Portfolio Manager tracks and monitors your investments to give you the trusted advice you need to grow your wealth. More info here.


Diversifying your Australian equity exposure

Presented by Alex Hughes, Senior Analyst (15:32 mins)

  • Discovering undervalued and under researched small companies.

Find out more about our Small Companies Managed Fund here.


Putting the value in your income portfolio

Presented by Gaurav Sodhi, Deputy Head of Research (25:58 mins)

  • How focusing on 'value' will help drive income without sacrificing capital growth.

Tap into the best independent share research, superannuation and retirement strategies from our team of analysts and advisers. Find out more here. 


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