Kien and Jacob recap on the portfolio strategy to help growth investors navigate the rotation from growth to cyclical value stocks. They also highlight the importance of Financial health in 2021 as businesses can no longer rely on temporary protections imposed during the pandemic.
At the star stock level, they speak to the recent removal of AGL Energy (AGL), Integrated Research (IRI) and Clover Corp (CLV). They also touch on the recent earnings updates from Star tech stocks, Altium (ALU) and Appen (APX).
Finally, they provide their views on the sharemarket for the year ahead.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.