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

Presented by
Kien Trinh

Kien Trinh

Head of Research

Mathew Potts

Mathew Potts

Business Development Manager - Stock Doctor

Jul 20th, 2021
1h 13m

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, will 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
Presented by
Kien Trinh

Kien Trinh

Head of Research

Mathew Potts

Mathew Potts

Business Development Manager - Stock Doctor

Jul 20th, 2021
1h 13m
The information in this communication is market commentary only and reflects Lincoln’s views and beliefs at the time of preparation, which are subject to change without notice. To obtain up-to-date information, please contact us.

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