By the Numbers Webinar - November Update
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Hosted by InvestSMARTs Chief Market Strategist Evan Lucas and co-hosted by Product Specialist Tom Wilson.
In this By the Numbers webinar, we will take a brief look at the November performance of the InvestSMART PMAs. Then, we'll cover some tips on how to use your account. This webinar is perfect for those who want to learn more about the InvestSMART PMAs and managing their account.
We cover:
- November's InvestSMART PMA Portfolio numbers
- The performance of International Equities and Fixed Income
- How and when income (distributions and interest) is paid inside the PMA
- The Portfolio Manager's Health Check for your investments
- How to use the modify allocation feature for your portfolios
- When re-balancing may occur
- The Dumbell approach to investing
If you'd like us to address anything specific about the PMAs or portfolio management, please email invest@investsmart.com.au.
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