Proactively manage and grow your investments

stock doctor webinar
Presented by
Jul 23rd, 2020
1hr 18mins

As we embark upon another financial year, a second wave of global COVID-19 infections and lockdown restrictions remain a systematic risk for investment markets. In this situation, many companies, specifically in tourism, hospitality, and leisure, are vulnerable to closure as cashflows dry up. Companies like Virgin Australia and Speedcast International have already gone into administration. Fortunately, Stock Doctor members benefit from Lincoln’s investment process, helping avoid these stocks via the lens of our proprietary Financial Health model. This ensures they stay on the right side of insolvency risk, especially as the reporting season approaches.

Using our proprietary methodology by selecting financially healthy quality stocks, our Star Growth and Star Income portfolios have significantly outperformed the market, returning 17.8% p.a. since inception (1/9/1995-30/7/2020) and 13.8% p.a. since inception (7/8/2012-30/7/2020) respectively^. This methodology has also helped our Australian Growth Fund rank first for 3-year performance from 514 Australian Equity Funds according to Money Management*.

We invite you to watch our webinar recording, where Tim Lincoln, Co-Founder and Managing Director, and Kien Trinh, Head of Research, share insights on how you can use Stock Doctor to successfully manage and grow your investments.

Agenda

  • Using our academically proven Financial Health model for stock selection, members are exposed to only financially healthy stocks, which helps to recession-proof your portfolio.
  • Identifying investment opportunities with our Star Stock recommendations.
  • Proactively managing your portfolio with Stock Doctor’s essential toolset and one of our four proven strategies, based on your sensitivity to share market volatility.
  • Our Managed Fund options including the recently launched U.S. Growth Funds.
  • Q&A
Presented by
Jul 23rd, 2020
1hr 18mins
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 issued by Lincoln Indicators Pty Ltd (Lincoln) ABN 23 006 715 573, as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167. This communication may contain general financial product advice or forward-looking statements regarding our intent, belief or current expectations with respect to the market conditions. Caution is advised to place undue reliance on these forward-looking statements, as our advice has been prepared without taking account of your personal circumstances. Therefore, you should consider its appropriateness, in light of your objectives, financial situation and needs, before acting on it. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making a decision. Please refer to our Important Information and Financial Services Guide (FSG) for more information at www.lincolnindicators.com.au . If 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) at www.lincolnindicators.com.au before making any decision.

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 shall not be liable for any loss or damage howsoever arising as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader 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.

Lincoln, Lincoln Financial Group Pty Ltd and directors, employees and/or associates of these entities may hold interests in ASX listed companies. This position is disclosed within the Stock Doctor program and may change at any time without notice.

Lincoln has taken precautions to minimise the risk of transmitting software viruses, but we advise you to carry out your own virus checks on any downloadable content. We do not accept liability for any loss or damage caused by software viruses.

Copyright © 2022 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.