Asset allocation process and guidelines

Key Points Investment decisions will be made quarterly, unless special circumstances arise We will put ourselves in the shoes of the real-life SMSF investor, with the same constraints and difficulties First portfolio kicks off next week Entertaining (we hope) examples like Marcia and Jan Pardoch and even Po, the Kung Fu Panda, have cropped up in our introduction to the key theoretical and personal aspects of asset allocation (see managed funds or ETFs we recommend. We’ll tailor these additional stocks to suit each risk profile. We won’t be re-publishing Share Advisor’s stock research, so members of that service can...

Entertaining (we hope) examples like Marcia and Jan Pardoch and even Po, the Kung Fu Panda, have cropped up in our introduction to the key theoretical and personal aspects of asset allocation (see managed funds or ETFs we recommend. We’ll tailor these additional stocks to suit each risk profile.

We won’t be re-publishing Share Advisor’s stock research, so members of that service can rest easy that Super Advisor members won’t be getting free access to the research they subscribe for.

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