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

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.