InvestSMART's Performance for the month of February
- {{x.value}}
{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter verification code' }}
{{ completedStep1 ? 'Start your free 15 day trial now' : content.trialHeading.replace('{0}', user.FirstName) }}
{{ content.upgradeHeading.replace('{0}', user.FirstName) }}
The email address you entered is registered with InvestSMART
Please login to continue
We have sent you an email with the details of your registration.
Looks you are already a member. Please enter your password to proceed
{{ upgradeCTAText }}
Updating information
Please wait ...
Your membership to InvestSMART Group recently failed to renew.
Please make sure your payment details are up to date to continue your membership.
Having trouble renewing?
Please contact Member Services on support@investsmart.com.au or 1300 880 160
You've recently updated your payment details.
It may take a few minutes to update your subscription details, during this time you will not be able to view locked content.
If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in.
Still having trouble viewing content?
Please contact Member Services on support@investsmart.com.au or 1300 880 160
Please click on the ACTIVATE button to activate your Intelligent Investor 15-day free trial
Please click on the ACTIVATE button to finalise your membership
Unsuccessful registration
Registration for this event is available only to Eureka Report members. View our membership page for more information.
Registration for this event is available only to Intelligent Investor members. View our membership page for more information.
- You are already registered for this event.
- This event is already full.
- Please select a quantity for at least one ticket.
- {{ i }}
Forgotten password
Please enter your email address below to request a new password
- Verify your email address by clicking on the link we sent to {{user.Email}}
- You now have free access, we look forward to helping you on your financial journey.
International Equities Portfolio
Property and Infrastructure Portfolio
The market and investors swing from times of euphoria and despair, driven by macro economic, geo-policitcal and central bank gyrations and amplified by the news and social media cycle. Right now, the headlines would suggest it is a time for investors to play defence.
The most recent attention grabbing headline is from a bank up until last week most of us had never heard of and probably would never have had it not been for it's mismanagement of its bond portfolio as Phil Bish eloquently explains here. But let's take a step back and consider our exposure to the collapse of SVB.
The InvestSMART Diversified Portfolios have zero direct exposure to SVB and it's venture capital/tech clients. The international shares exposure is via the Vanguard MSCI Index International Shares ETF (VGS). This ETF holds over 1,400 companies around the world. Apple is the largest holding at approximately 4%, Microsoft second at 3%.
In total there are only six companies in the ETF in excess of 1% of the portfolio, the remaining 1,394-ish are well below 1% of the portfolio giving investing incredible diversification. Additionally, these are the largest, most profitable businesses in the world, far from tech start-ups.
When it comes to investing it is as important to play defence as it is offence. Part of our defence against situations like SVB is broad diversification in well established businesses and markets. The other part of defence is for investors to hold for the long-term and look through these attention capturing headlines.
Additionally, for those with long investment time horizons and some spare cash it pays to go on the offensive adding to your investments while everyone else is on the back foot.
Call 1300 880 160
Start a chat
Schedule a call
