Recording: How will your portfolio stand up when the speculative mania unwinds?

Lincoln Indicators
Presented by

Lincoln Indicators

Jul 20th, 2021
Related topics

The last financial year was an incredible one for investors. Fuelled by low interest rates, central bank stimulus, and government handouts, the market generated an impressive return of 30%*, despite the COVID pandemic.

But the stock market rally has been fuelled by rampant speculation, leaving many investors exposed. Investment fundamentals have been cast aside and capital has been poured into high-risk asset classes, such as cryptocurrencies. Just consider that Dogecoin, a digital currency with unlimited supply that was started as a joke in 2013, rallied by over 7200%** in a year to its peak in May.

“Easy money’ means only one thing… It means money goes even more easily than it came” – Edwin Lafevre, author of the book “Reminiscences of a Stock Operator”.

With the COVID Delta variant continuing to spread across Australia, we’ve begun to see the share prices of companies with poor financial health falter, especially those in the travel and tourism industry like Qantas (QAN), Webjet (WEB) and Flight Centre (FLT). Hence, it is more important now than ever to reassess your portfolio to ensure you hold quality companies that will continue to grow or provide you with sustainable attractive income for the year ahead. Stock Doctor will help you do this.

Backed by our proprietary Financial Health Methodology, Stock Doctor has been assisting members in managing their portfolios and identifying high-quality ASX stocks for decades. Since its inception in 1995, our Star Growth Stock portfolio has delivered market beating average annual returns of 17.92%^, while our Star Income Stocks have returned an impressive 14.92% p.a. since 2012^^.

As Australia’s premier DIY share investing platform, Stock Doctor provides members with the tools to build a successful long term investment portfolio, whatever their goal. Supported by their own dedicated Stock Doctor consultant, our team of research analysts, and a suite of education and support tools, Stock Doctor members have all they need to invest in any market environment.

In this webinar, Kien Trinh, Head of Research, and Mathew Potts, Business Development Manager, outline how Stock Doctor can help investors generate long term outperformance, and protect their portfolios from this speculative environment.

Webinar Agenda

  • The quantitative methodology behind Lincoln’s outperforming Star Growth and Income Stock portfolios
  • Stock Doctor’s suite of investment tools, education, and support for all types of investors.
  • The importance of Financial Health in building a quality long-term investment portfolio
  • Where we see opportunities in this new financial year
  • Q&A
Lincoln Indicators
Presented by

Lincoln Indicators

Jul 20th, 2021
Related topics
Information in this communication is current as of publication unless otherwise stated. It is provided for educational purposes only and may not reflect current market data or opinion. It should not be relied upon in respect to any current investment decision. Investments can go up and down. Past performance is not a reliable indicator of future performance.

Important: This communication is provided by or on behalf of Lincoln Indicators Pty Limited ABN 23 006 715 573 (Lincoln), as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 for information and educational purposes only. This content may contain general financial product advice. It has been prepared without taking account of your personal circumstances and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. Investments can go up and down. Past performance is not a reliable indicator of future performance. Shares and other investments may go up and down in value, and their past performance may not be repeated and gives no guarantee of future performance. Information in this communication was current as at the date of its preparation, unless otherwise stated, and may be subject to change.

You should read and consider our Important Information and our Financial Services Guide (FSG) which sets out key information about the services we provide. Where our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Lincoln Australian Income Fund Product Disclosure Statement (PDS), Lincoln Australian Growth Fund Product Disclosure Statement (PDS) and Lincoln U.S. Growth Fund Product Disclosure Statement (PDS) for the product at before making any decision.

At the date of preparation of this communication, Lincoln, Lincoln Financial Group Pty Ltd or directors, employees and/or associates of these entities "may hold" interests in these ASX-listed companies. Further information about particular stocks held by these entities or persons from time to time is disclosed within the Stock Doctor program and may change at any time without notice.

Lincoln, Lincoln Financial Group Pty Ltd, any directors, employees and agents of these entities, make no representation and give no warranty as to the accuracy of this communication and do not accept any responsibility for any errors or inaccuracies in, or omissions from, this communication (whether negligent or otherwise) and are not liable for any loss or damage howsoever arising as a result of any person acting, or refraining from acting, in reliance on any information in this communication. No person should rely on this communication as it does not purport to be comprehensive. This disclaimer does not purport to exclude any rights under, or warranties implied by, law which may not be lawfully excluded.

Lincoln has taken precautions to minimise the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any downloadable content. We do not accept liability for any loss or damage caused by software viruses.

Copyright © 2024 Lincoln Indicators Pty Ltd. All rights reserved.

All financial services are provided by Lincoln Indicators Pty Ltd ABN 23 006 715 573 (Lincoln) as the Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167.

  • Show Popular Searches
  • Lincoln Indicators
  • Managed Funds
  • Investment Funds
  • Mutual Funds
  • Growth Funds
  • High Return Investments
  • Long Term Investments
  • Shares to Invest in Australia
  • Stock Portfolio Manager Software
  • Highest Dividend Stocks ASX
  • Highest Dividend Shares
  • Growth Stocks
  • ASX Stocks to Buy
  • Stock Research Reports
  • ASX Research Reports
  • Equity Funds
  • Hide Popular Searches