Model portfolios: Year-end changes

Key Points Model portfolios have now been operating for just over a year We’re changing the way we treat cash and fixed interest We'll add some new direct share investments   Greek philosopher Heraclitus apparently said that ‘change is the only constant in life’. Having just completed our first annual review of our model portfolios, we’re conforming to his dictum, revising our asset allocations, adding some investments and tweaking a few things. Let’s take a look by asset class. Cash and fixed interest Table 1 shows the portfolios as they stand at 11 July. Because we want to incorporate it...

Greek philosopher Heraclitus apparently said that ‘change is the only constant in life’. Having just completed our first annual review of our model portfolios, we’re conforming to his dictum, revising our asset allocations, adding some investments and tweaking a few things. Let’s take a look by asset class.

Table 1 shows the portfolios as they stand at 11 July. Because we want to incorporate it into our decision-making, all have been adjusted to account for the large fund distributions we’re entitled to but haven’t yet received.

{{content.question}}

Mastercard

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Email is required.
Email must be a valid email.
Password is required.
First name is required.
Last name is required.
Mobile phone number is required.
You must accept the terms and conditions.

OR

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

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

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

You have entered an incorrect email or password

Email is required.
Email must be a valid email.
Password is required.

Please untick this box when using a public or shared device


OR

Verify your mobile number to proceed...

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access

Mastercard

Updating information

Please wait ...

Trial

Mastercard
{{ productPrice }} / day
( GST included )
Price $0
Discount -{{productDiscount}}
GST {{productGST}}
TOTAL   (inc. GST) {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership

Mastercard

The email address you entered is registered with InvestSMART.

Login or to reset your password, select Forgotten password

You have entered an incorrect email or password

Email is required.
Email must be a valid email.
Password is required.

Please untick this box when using a public or shared device


OR