Head of Research
Member Relationship Manager - Stock Doctor
We are in unchartered territory. Inflation is rising, interest rates are rising, and volatility is hitting every asset class – from commodities and currencies to bonds and equities. At Lincoln, we have always believed volatility presents opportunities, but this is undoubtedly a challenging time for investors.
While we may not have all the answers, we know two words matter more today than ever: quality and discipline.
Why? Quality tends to rise to the top, and our experience shows that those with the discipline to block out the noise and stay true to their investment approach have historically outperformed over the long term.
Watch our webinar as we share with you how Stock Doctor can help reframe your approach to investing, allowing you to identify financially healthy companies and bring discipline to your portfolio decisions.
In this webinar, we have:
While it is tempting to simply do nothing and wait for this phase of the market cycle to pass, it may be an opportunity for reframing and refocusing your portfolio on quality businesses, which have historically had a higher chance of survival during an economic slowdown.
Warren Buffet once stated, “Successful investing takes time, discipline, and patience. No matter how great the talent or effort”. Through a disciplined and objective process, our Star Growth Stock portfolio has delivered market-beating^ average annual returns of 17.50% since its inception in 1995^^, while our Star Income Stocks have returned an impressive 12.17% p.a. since 2012^^.
We look forward to seeing you at this upcoming webinar.
In the meantime, feel free to check out more about the Stock Doctor platform here or contact the team on the details below with any questions
^ ASX All Ords TR
^^Figures are as at 31/09/2022. Star Growth and Income Stock notional portfolio inception dates are 01/09/1995 and 07/08/2012 retrospectively. This is the investment performance 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).
Head of Research
Member Relationship Manager - Stock Doctor
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.