Head of Research
‘Tis the season to sit back, relax and reflect on the past year…and 2020 sure has been an interesting one. While lockdowns and social distancing slowed the pace of life for many of us, the share market has been action packed.
But despite the challenges, our investors have been rewarded — Stock Doctor’s Star Growth Stocks have outperformed the market by double digits over the past 12 months. They’ve achieved a remarkable 17.9% for the year to 31 October 2020*, demonstrating the power of Stock Doctor in any type of market.
On top of identifying high performers, our stock selection approach, that’s centred on Financial Health, also helped avoid painful company failures, such as that of Virgin Australia.
Watch our webinar recording, where Head of Research, Kien Trinh, and Equities Analyst, Jacob Simonsen, introduce you to Stock Doctor, Australia’s premier DIY share investing platform and explain how to identify financially healthy ASX income and growth stocks for your portfolio.
* This is the annualised investment performance for the Star Growth portfolio from its inception date 1/09/1995 to 30/10/2020 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.
Head of Research
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.