By the Numbers Webinar - November Update
Introducing the new By the Numbers webinar. Each month we will publish a webinar in which we briefly highlight some of the portfolio numbers inside the InvestSMART Professionally Managed Accounts (PMA). We will also cover PMA account management tips to show you how simple it is to use the online platform.
InvestSMART portfolio performance for the month of August
We are big believers in diversification, investing for total returns and long-term investing.
InvestSMART's The Monthly Musings - 10 months of green and counting
We love a good, positive, market statistic and July provided a few.
Monthly Musing: "Sell in May" and You Would Have Lost Your Way
There is a famous US market phrase that Wall Street loves to quote at this time of year: "Sell in May and go away".
Monthly Musings: The Market's 'Quiet Achievers'
If you listened to the intraday musings of the equity markets during April one would have expected a poor return as 'fears of a correction' built up. However, this could not have been further from the truth.
How a conservative allocation can give you that little bit extra
There is no doubt that when many of us invest, we invest in 'silos', and by silos we mean you invest in just cash or fixed income or property or equities rather blending (diversifying) your investment fund across asset classes.
InvestSMART's Capped Fee Portfolio Quarterly Update - March 2021
We dive into why all asset classes across the spectrum are so important to your future returns; Why diversification continues to come out on top; And the future of fixed income
InvestSMART's Conservative Portfolio: March Quarter Review 2021
It was a slightly strange quarter for the Conservative Portfolio in that it was its defensive assets that suffered falls while the growth side surged. It's rare to see a quarter of trade like the one we have just seen, and you need to put it into the perspective of your risk profile and your investment time horizon.
InvestSMART's Hybrid Income Portfolio: March Quarter Review 2021
The portfolio returned 1.8% for the quarter including franking credits. The estimated running yield is approximately 4.75%, and estimated yield to call/maturity is 4.25%, including franking credits
InvestSMART's Interest Income Portfolio: March Quarter Review 2021
A tough quarter for the interest income portfolio, but we do need to put this quarter into perspective.
InvestSMART's Growth Portfolio: March Quarter Review 2021
It was a solid quarter for the Growth Portfolio with the growth side doing a significant part of the heavy lifting.
InvestSMART's High Growth Portfolio: March Quarter Review 2021
It was a solid quarter for the High Growth Portfolio with the international equities side doing a significant part of the heavy lifting.
InvestSMART's International Equities Portfolio: March Quarter Review
The International Equities Portfolio picked up where it left off in the final quarter of 2020, adding 6.50 per cent after fees in the quarter and beating peers by 0.4 per cent. In the 52 weeks to the end of March 31, the portfolio is up 24.50 per cent after fees highlighting the incredible bounce back the world has experienced in the post-COVID world.
InvestSMART's Property and Infrastructure Portfolio: March Quarter Review 2021
It has been a very wild ride for those of you in this portfolio and we fully understand that it has given you some big highs and lows. It is, after all, a portfolio made up of two sectors that have experienced the full effects of the global pandemic, both negatively and positively.
InvestSMART's Balanced Portfolio: March Quarter Review 2021
It was a slightly subdued quarter for the Balanced Portfolio with defensive assets suffering falls that where offset by the growth side's surge.
Monthly Musings - February: Reflation trade overshadows an impressive reporting season
February is being viewed as an inflection month. The rising belief that inflation will return in spades, known as reflation, overshadowed what was, on balance, an impressive earnings season for the ASX and international equities as a whole.
