Proactively manage and grow your investments

stock doctor webinar
Presented by
Tim Lincoln

Tim Lincoln

Co-Founder and
Chief Investment Officer

Kien Trinh

Kien Trinh

Head of Research

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
Tim Lincoln

Tim Lincoln

Co-Founder and
Chief Investment Officer

Kien Trinh

Kien Trinh

Head of Research

Jul 23rd, 2020
1hr 18mins
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.

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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.