Vistafolio is Wealth Morning’s Managed Account solution for Eligible and Wholesale Investors.  Once a month, we update account holders on the strategy and performance. Please find our latest update as follows:

When markets fall suddenly, the drop tends to be deep. As we saw during the first Covid lockdowns. And further back during the GFC.

In theory, that is the best time to buy your favoured assets.

Rising markets tend to creep upward more steadily. That is what we’re seeing now. Continued and sustained recovery, exemplified by our portfolio of quality businesses with managed downside.

Overall, this month, we are up 2.57% across the composite portfolio (total aggregate return across all portfolios following the strategy).

Please see our performance chart for more details.

 

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We are growing funds under management. It appears tax treatment of rental-property investment is causing many investors to reconsider their involvement in that sector.

I don’t blame them — nobody can beat the might of the State. But we can navigate markets to invest into some growing companies.

 

Regards,

Simon Angelo

Editor, Wealth Morning 

Past performance is not an indicator for future performance. Your actual portfolio will differ from the composite portfolio mentioned. The information contained in this document does not constitute an offer to sell or a solicitation to buy an investment, nor should it be construed as investment advice. Vistafolio investment services are available to Eligible Investors and Wholesale Investors (not to Retail Investors) as defined in the Financial Markets Conduct Act (2013).