Vistafolio Update: Market Dips and Dynamic Opportunities


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:


Swings and roundabouts!

After the heavy drop in the markets last month, panic-sellers seem to have gotten flushed out. We now appear to be in a more reasoned market. At least for the time being. Pricing ahead 6 to 12 months. Realising that this pandemic risk event is a natural disaster — not the Great Depression. And governments are applying emergency relief. In the form of massive fiscal and monetary stimulus.

We are back up 10.04% gross for the month across the composite portfolio (total aggregate, weighted return across all significant portfolios following the strategy). Some good growth from materials and pharma picks has helped.

Please see our performance chart for more details.


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Just a note to account holders — we are no longer providing alerts when your dividends get paid. These will appear on your statements — which you can login and download anytime. In addition, the brokerage is scheduled to send you quarterly statements. And we will continue to send you trade confirmations whenever we make a trade, outlining the reasons and views for each buy/sell.

This remains an exciting time to be investing actively. For the next year, we expect to see dynamic opportunities. It is a good time to be deploying cash, though we are also in an environment of heightened risk.


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Simon Angelo


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).


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Simon is the Chief Executive Officer and Publisher at Wealth Morning. He has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge-fund industry in Europe. Before this, he owned an award-winning professional-services business and online-learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book, and manages global share portfolios. Simon is a shareholder of Wealth Morning.

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