Low-cost ETF Portfolio Updates - February 2019

The International Equities, Property & Infrastructure, Interest Income and Diversified Portfolios are now available.

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InvestSMART Diversified Portfolios

Australian’s love their dividends, even more so when Australian companies decide to bump up dividend pay outs by an average of 10% from the same time last year.

The ASX’s grossed up yield is now 5.88%, which saw the ASX beating all major peers in February adding over 5% in the shortest month of the year. This has had a positive effect on all portfolio yields.

InvestSMART Diversified Income Portfolio 

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 InvestSMART Balanced Portfolio 

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 InvestSMART Core Growth Portfolio

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InvestSMART High Growth Portfolio 

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InvestSMART International Equities Portfolio

US equities continued their tear-away appreciating in February adding a further 2.95%. In fact, since December 24th 2018 the S&P 500 has added over 18% as at February 28th 2019.

Santa has just kept on giving.

However, US data in February showed that its earning season was below standard. The headline data would suggest the US earnings season was a standout with over 69% of US firms beating consensus expectations on the earnings-per-share (EPS) line. The historical data shows that on average over 72% of US firms beat expectations on the EPS line every reporting season. We would argue this is a miss...

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InvestSMART Interest Income Portfolio

Unlike equity markets which have reacted positively to data that should, in theory, send them lower. Fixed income assets have moved more in line with what theory would dictate, which is higher.   

Australian and global data throughout January, February and early-March has been weaker than forecasted. This has increased the risk of a decline in both consumer and corporate returns in the coming period...

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InvestSMART Property & Infrastructure Portfolio

After a very strong January, property assets slowed in February as reporting seasons both domestically and internationally showed only moderate revenue growth in listed property.

Infrastructure assets fared slightly better than their property peers, as investors looked to ‘bond proxy’ assets to invest in as central banks moved into dovish positions. This also signalled the prospect of ‘pausing’ its rate hike cycle in the case of the US Federal Reverse or actually cutting rates in the case of the Reserve Bank of Australia...

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