Stock Doctor Recording

stock doctor webinar
Lincoln Indicators
Presented by

Lincoln Indicators

Oct 8th, 2020
Related topics

Volatility across the U.S. tech sector has dominated headlines in recent weeks. At Stock Doctor, we believe that market volatility should be embraced, as volatility brings opportunity for the disciplined investor. Knowing where that opportunity lies, is often what holds an investor back. With Government support packages set to wind down in the coming months, it is also important to understand the financial health of your equity investments to ensure you mitigate insolvency risk.

Since inception in 1995, our Star Growth stock picks have delivered an 18.1% p.a. total return*. This equates to an incredible cumulative return for investors. Our stock selection approach has also seen our members avoid corporate disasters, with our Financial Health Model being able to identify 96% of corporate failures before they happen.

In this webinar, we introduce you to Australia’s premier DIY share investing platform – Stock Doctor.

Our Co-Founder Tim Lincoln and Head of Research Kien Trinh, explain how our Financial Health Model (which is available exclusively through the Stock Doctor platform) has helped our members outperform the market by identifying high quality growth and income opportunities, while managing insolvency risk within their portfolios.

Agenda

  • How Stock Doctor helps you look for growth and income opportunities in volatile periods
  • The importance of Financial Health during an economic recession
  • The methodology behind Lincoln’s portfolio of Star Stocks
  • Using Stock Doctor tools, including the portfolio manager, filters, alerts and our corporate calendar to keep you on top of your portfolio
  • Our Managed Fund options
  • Q&A

 

* This is the annualised investment performance for the star growth portfolio from its inception date 1/09/1995 to 31/08/2020 and for each notional portfolio over the period shown and includes capital returns, dividend income and estimated transaction costs (but excludes distributions, fees, charges, or tax). The portfolio assumes a full equities allocation at all times, the reinvestment of dividends and the rebalancing of the portfolio to equal weight each time a change is made to the notional portfolio (i.e. when stocks come in and out of the portfolio). All trades assume enough liquidity to purchase the required volume of stock at the closing price on the day following a star stock in/out event or on a rebalance. These past performance figures are not a reliable indicator of future performance of the notional portfolio, or any stocks included in the portfolio. In shorter time periods, the investment performance of the notional portfolio can vary to the figures shown. You should not make investment decisions based on performance figures alone. For more detailed information about how these figures are calculated, including the assumptions used, click here.

Lincoln Indicators
Presented by

Lincoln Indicators

Oct 8th, 2020
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 issued by Lincoln Indicators Pty Ltd (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised to place undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Important Information and Financial Services Guide (FSG) for more information at www.lincolnindicators.com.au . If our advice relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the Product Disclosure Statement (PDS) at www.lincolnindicators.com.au before making any decision.

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 shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader 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, Lincoln Financial Group Pty Ltd and directors, employees and/or associates of these entities may hold interests in ASX listed companies. This position is disclosed within the Stock Doctor program and may change at any time without notice.

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 © 2022 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.