Vistafolio Update: Renewed Risk Event Offers a Buying Opportunity


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:

The market is behaving like a mugging victim. Very jittery at the threat of any risk event.

As you know, last month, we were back up over 10%. Coronavirus curves were flattening, and lockdowns appeared to have saved Australia.

Not so fast. There’s now clear risk of reinfection. In the UK, multi-ethnic Leicester is back into lockdown. Meanwhile, pent-up demand and stimulus have worked through much of the global economy, and we’re left with recessionary impact.

Well, thanks to some timely top-ups during the major drawdowns in previous months, we’re not faring too badly overall.

This month, we are down -0.86% gross for the month across the composite portfolio (total aggregate, weighted return across all significant portfolios following the strategy).

Please see our performance chart for more details.


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Of course, we love it when markets constantly go up. And companies keep increasing their dividends. But that is not the nature of economies. There are events, cycles — even disasters like COVID-19! Yet it is in these crises that there is a buying opportunity.

Once again, we see a good time to buy into the markets for long-term investors. And invite those who are able to do so to add funds into their accounts for us to pursue this.



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).

Daily Wealth

Daily Wealth

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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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