Take control of your wealth

stock doctor webinar
Presented by
Kien Trinh

Kien Trinh

Head of Research

Mathew Potts

Mathew Potts

Business Development Manager - Stock Doctor

Apr 13th, 2021
1h 14m

When it comes to finding quality stocks, a company’s Financial Health should be top of the list. As determined by Stock Doctor’s proprietary Financial Health model, more than 70%* of all ASX-listed business exhibit poor Financial Health, often leaving shareholders exposed to much more risk than they may be aware.

That’s why, within our Nine Golden Rules framework for share market investing, Financial Health always comes first. It’s a strategy that has paid off for members with market-beating returns since 1995, and over the past year our Star and Borderline Star Growth Stocks have returned an impressive 45.21%^ total rolling return.

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 the webinar, Kien Trinh, Head of Research, and Mathew Potts, Business Development Manager, discuss how Stock Doctor can help you manage your investment portfolio and capitalise on opportunities.

Agenda

  • The importance of Financial Health in building a quality long term investment portfolio
  • The quantitative methodology behind Lincoln’s Star Growth and Income Stock portfolios
  • Using Stock Doctor to manage your portfolio and identify financially sound growth and income opportunities
  • The market environment and where we see opportunities
Presented by
Kien Trinh

Kien Trinh

Head of Research

Mathew Potts

Mathew Potts

Business Development Manager - Stock Doctor

Apr 13th, 2021
1h 14m
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.

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 Product Disclosure Statement (PDS) for the product at www.lincolnindicators.com.au 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 © 2021 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.