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.

{{content.question}}

SMS Code Sent…

Hi {{ user.FirstName }}

Looks like you've already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to activate your membership

If you didn't receive SMS code please

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to unlock a FREE trial

Please sign up for full access

Updating information

Please wait ...

  • Mastercard
  • Visa

Related Articles