Recording: Minimise risk and optimise your portfolio for long term performance

Lincoln Indicators
Presented by

Lincoln Indicators

Aug 17th, 2021
Related topics

As we head into reporting season, and with Sydney’s extended lockdowns still in place, it’s important to ensure you conduct proper due diligence on your portfolio. We know that vulnerable, unhealthy stocks, including those in travel and hospitality industries, face heightened risks.

Stock Doctor can help you mitigate this risk. Through Stock Doctor, you can assess the Financial Health of thousands of businesses, often within 24-hours of them reporting. By doing so, you can make confident and informed decisions knowing that your investments will have the financial strength to ride through this unpredictable and speculative COVID environment.

In our webinar you hear Kien Trinh, Head of Research, and Mathew Potts, Business Development Manager,  outline how Stock Doctor can help investors generate outstanding long-term performance. Our Star Growth Stock portfolio has delivered market beating average annual returns of 17.89% since its inception in 1995^, while our Star Income Stocks have returned an impressive 14.87% p.a. since 2012^^.

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
  • Themes and opportunities from the reporting season
  • Q&A

We look forward to seeing you at the webinar. If you have any questions in the meantime, please do not hesitate to contact us on the details below.

Lincoln Indicators
Presented by

Lincoln Indicators

Aug 17th, 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