Vistafolio Update: A Mix of Fear and Recovery in September


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:

We received notification from the broker this week on increasing margin requirements. In anticipation of global volatility around the US election. There remains a mix of fear and recovery hope in the middle of this COVID recession. Boosted by plenty of loose monetary policy.

The bright hope is still a vaccine, which should end the main fear that businesses and investors have: going back into a lockdown which stops them dead.

September is typically one of the worst months in the markets — but we’ve not fared too badly. Analysis from Goldman Sachs pointed to optimism for value stocks. On the back of increasing probability of a vaccine being available in the first quarter of 2021. The probability of this has jumped from around 40% to about 70%.

This month, we are up 0.39% gross across the composite portfolio (total aggregate, weighted return across all significant portfolios following the strategy). This brings our return since inception to 13.90% p.a. (including this year’s drawdown).

Please see our performance chart for more details.


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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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