InvestSMART's Performance for the month of October
Click here to download the InvestSMART Diversified Portfolios Monthly Report
Diversified ETF Portfolios
Investors looking for a mix of asset classes in one portfolio.
| Portfolio | Description | More Info |
|---|---|---|
| Conservative Portfolio | Designed for investors looking for a better return than cash or saving for the short-term. | More info |
| Balanced Portfolio | Designed for investors who seek a balanced investment solution between defensive & growth assets. | More info |
| Growth Portfolio | Designed for investors who are looking to build their wealth over the medium-term. | More info |
| High Growth Portfolio | Designed for investors who are looking to build their wealth over the longer-term. | More info |
| Ethical Growth Portfolio | A simple, cost-effective way to invest in a diversified ethical portfolio without the usual high fees | More info |
Single Asset Class ETF Portfolios
Investors looking to gain access to a sector specific asset class.
|
Portfolio |
Description | More Info |
|---|---|---|
| International Equities Portfolio | Designed to provide investors the ability to tap into the high potential growth of global markets and aid in portfolio diversification. | More info |
| Property and Infrastructure Portfolio | Designed for investors looking to diversify their property exposure or tap into the income & capital growth potential from the commercial property market generally inaccessible to the public. | More info |
| Hybrid Income Portfolio | Designed for investors an opportunity to diversify their income stream, with a portfolio of predominantly ASX-listed hybrid securities. | More info |
| Australian Equities Portfolio | Designed for investors seeking exposure to the largest Australian listed companies. | More info |
| Cash Securities Portfolio | Designed for investors seeking exposure to cash and for those looking for a short term strategic alternative to higher risk assets. | More info |
October and November were the epitome of investment markets behaving like a rollercoaster. Markets fell across the board and then rallied just a few weeks later. It's for this reason that trying to time the market can be like walking a tightrope without the safety net. The best approach investors can adopt is to stick to their long-term investment plan, continue to invest and ensure you are diversified. InvestSMART's portfolios are built for all market conditions, so that when markets fall your portfolio is cushioned by the defensive assets it holds.
InvestSMART Articles
Scott Francis has joined InvestSMART’s tranche of excellent writers – Welcome Scott! Scott looks at the risk-free rate of return and if now's the time to focus on making extra mortgage payments. He also covers the risk / return pay off and its relationship to fees all investors have to contend with.
We road test the best Australian share ETFs and how we select them for our portfolios.
Paul Clitheroe investigates the important topic of how to navigate intergenerational wealth transfer, “do it now or later?”, is the big, hard, but very important question older Australians need to contend with.
Frequently Asked Questions about this Article…
Investing in a diversified ETF portfolio offers the advantage of spreading your investment across various asset classes, which can help cushion your portfolio during market downturns. This approach provides a balanced mix of defensive and growth assets, catering to different investment goals and risk appetites.
The InvestSMART Conservative Portfolio is designed for investors seeking better returns than cash or short-term savings, focusing more on defensive assets. In contrast, the Growth Portfolio targets investors looking to build wealth over the medium-term, with a higher allocation to growth assets.
The Ethical Growth Portfolio by InvestSMART provides a cost-effective way to invest in a diversified ethical portfolio. It aims to align with investors' values by avoiding high fees typically associated with ethical investments, while still offering growth potential.
Sticking to a long-term investment plan is crucial because markets can be unpredictable, often behaving like a rollercoaster. By maintaining a long-term perspective and staying diversified, investors can better manage risks and potentially achieve more stable returns over time.
The International Equities Portfolio is designed to give investors access to the high growth potential of global markets. It also aids in portfolio diversification by including international assets, which can complement domestic investments.
The Property and Infrastructure Portfolio offers investors the opportunity to diversify their property exposure and tap into the income and capital growth potential of the commercial property market, which is generally less accessible to the public.
Defensive assets play a crucial role in cushioning an investment portfolio during market downturns. They provide stability and reduce volatility, helping to protect the portfolio's value when markets are falling.
InvestSMART selects the best Australian share ETFs by road testing them to ensure they meet specific criteria for performance and suitability. This process helps in building portfolios that align with investors' goals and risk profiles.
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