Vistafolio Update: Finding Value During a Subdued January

 

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:

2021 has seen a subdued start to the markets.

On one hand, we have ultra-low interest rates, plenty of fiscal stimulus, vaccination hopes, and pent-up demand in the northern hemisphere driving the bulls. This enthusiasm is curbed by grave concerns that debt is running far too high, vaccines may not work, and that jittery markets cannot cope without stimulus.

Within this mix, there is still value to be had for patient investors. And this remains a good time to top-up accounts.

This month, we are up 0.01% gross for the month across the composite portfolio (total aggregate, weighted return across all significant portfolios following the strategy). Our average since inception return is 16.94% p.a.

Please see our performance chart for more details.

 


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Finally, NZD still remains strong for Kiwi investors shopping globally.

We’ve beaten the virus for now. But if the vaccines eliminate it from Europe this year, that might be a moot point.

 

Regards,

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).

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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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