Tim Lincoln and Kien Trinh explain why the market has performed resiliently despite the outbreak in COVID-19 infections in Melbourne, Victoria and the US. As the reporting season approaches, they provide insight into the Managed Funds strategy and highlight companies that are susceptible to renewed lockdown restrictions. They analyse the trading update from Altium (ALU) and Netwealth (NWL) and place Breville Group (BRG) under the microscope. The question of the week is “How should you position your portfolio ahead of reporting season?”
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.