InvestSMART Forum: Building a portfolio to weather any storm
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.
Frequently Asked Questions about this Article…
The InvestSMART Forum is a series of seminars that provide valuable insights into investment strategies and market trends. It features presentations from industry experts, such as Paul Clitheroe and Ron Hodge, offering guidance on building a resilient investment portfolio.
The InvestSMART Australian Equity Income Fund (ASX:INIF) is designed to help investors achieve long-term goals by focusing on generating income while maintaining capital growth. It offers a managed approach to investing in Australian equities, providing a balance of income and growth potential.
According to Ron Hodge, CEO of InvestSMART, the greatest risks to long-term investment returns include market volatility and not having a diversified portfolio. A strategic approach to investing can help mitigate these risks and achieve financial goals.
Diversification is crucial in an Australian equity portfolio to spread risk and enhance potential returns. By investing in a variety of sectors and companies, investors can protect their portfolios from market fluctuations and capitalize on different growth opportunities.
InvestSMART identifies undervalued and under-researched small companies through thorough analysis and research. This approach allows investors to tap into potential growth opportunities that may not be widely recognized in the market.
Value investing plays a key role in building an income portfolio by focusing on acquiring stocks that are undervalued by the market. This strategy aims to drive income without sacrificing capital growth, providing a balanced approach to wealth accumulation.
InvestSMART supports investors by offering trusted advice and portfolio management services. Their team of analysts and advisers provide independent share research, superannuation, and retirement strategies to help investors grow their wealth effectively.
InvestSMART offers a range of resources for independent share research and retirement strategies, including insights from their team of analysts and advisers. These resources are designed to help investors make informed decisions and optimize their investment portfolios.
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