Don’t let your share returns look like the current interest rate

stock doctor webinar
Presented by
Kien Trinh

Kien Trinh

Head of Research

Jacob Simonsen

Jacob Simonsen

Equities Analyst

Nov 10th, 2020

RECORDING UNAVAILABLE DUE TO TECHNICAL DIFFICULTIES INCURRED DURING THE PRESENTATION. To view a past recording, please click here to watch last month’s webinar. 

With interest rates at record lows and the RBA hinting at further reductions in November, now is the time to get your investments working harder for you.

At Stock Doctor, we believe the current low interest rate environment creates a wonderful opportunity for DIY investors to build their long-term wealth through share investing.

By utilising the power behind our Stock Doctor platform, you will have the investment tools and resources you need to invest with confidence, control and peace of mind, including access to our renowned Star Stock recommendations.

Since inception in 1995, our Star Growth stock picks have delivered a 17.9% p.a. total return*. This equates to an incredible cumulative return for investors. Our stock selection approach has also helped our members avoid corporate disasters, with our Financial Health Model being able to identify 96% of corporate failures before they happen.

In this webinar, we introduced you to Australia’s premier DIY share investing platform – Stock Doctor.

Our Head of Research Kien Trinh and Equities Analyst Jacob Simonsen explained how our Financial Health Model (which is available exclusively through the Stock Doctor platform) has helped our members outperform the market by identifying high quality growth and income opportunities, while managing insolvency risk within their portfolios.

Agenda

  • How Stock Doctor helps you look for growth and income opportunities in volatile periods
  • The importance of Financial Health during a pandemic driven economic downturn
  • The methodology behind Lincoln’s portfolio of Star Stocks
  • Using Stock Doctor tools, including the portfolio manager, filters, alerts and our corporate calendar to keep you on top of your portfolio
  • Our Managed Fund options
  • Q&A

* This is the annualised investment performance for the Star Growth portfolio from its inception date 1/09/1995 to 30/09/2020 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

Nov 10th, 2020
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 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 Lincoln Australian Income Fund Product Disclosure Statement (PDS), Lincoln Australian Growth Fund Product Disclosure Statement (PDS) and Lincoln U.S. Growth Fund 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.

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 © 2024 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.

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