Top 5 Star Stocks on Santa’s list

Presented by
Kien Trinh

Kien Trinh

Head of Research

Jacob Simonsen

Jacob Simonsen

Equities Analyst

Dec 8th, 2020
1hr 14mins

‘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.

Agenda:

  • How Stock Doctor can help identify growth and income opportunities in any investment market
  • The importance of Financial Health during an economic recession
  • The methodology behind Lincoln’s portfolio of Star Stocks
  • We reveal the top 5 Star Stocks on Santa’s list
  • Q&A

* 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.

Presented by
Kien Trinh

Kien Trinh

Head of Research

Jacob Simonsen

Jacob Simonsen

Equities Analyst

Dec 8th, 2020
1hr 14mins
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.

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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.