Recording: Mitigate your investment risk in times of market volatility

Blue background with Mitigate your investment risk in times of market volatility written on it
Mathew Potts

Mathew Potts

Member Relationship Manager - Stock Doctor

Daniel Ortisi

Daniel Ortisi

Equities Analyst

Apr 27th, 2023
1hr 9min

We are in unchartered territory, with inflation, interest rates, and volatility all on the rise. At Lincoln, we have always believed volatility can present opportunities, but it cannot be denied that current conditions present challenges for investors.

Instead of waiting for the market cycle to pass, there may be an opportunity to reframe and refocus your portfolio on quality businesses, which historically have 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 17.49% since its inception in 1995^^, while our Star Income Stocks have returned an impressive 12.69% p.a. since 2012^^.

Watch as we share 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 the meantime, feel free to check out more about the Stock Doctor platform with a full access trial or contact the team on 1300 676 333 or at with any questions.


Watch the Stock Doctor webinar to understand:

  • How to mitigate portfolio risk using our proprietary Financial Health Model
  • How to identify star stock opportunities and build a portfolio of quality stocks to endure the challenging economic environment
  • Q&A


^ ASX All Ords TR

^^Figures are as at 31/03/2023. 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).

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.

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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.

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