Vistafolio Update: A Positive Upswing in March

 

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:

March has been a warm and prosperous month here.

A recovery led by vaccination and pent-up economic demand is showing through in company stock prices and a return to full dividends. In particular, our belief and strategy for a long time that certain UK assets were undervalued is now starting to pay off.

Of course, a rising market is more difficult to buy into. And the weakness of NZD following a move by the government against the huge residential buy-to-let sector makes global investing from this country harder.

But there is still plenty of volatility and dips to buy for the value hunter, especially as inflation fears put some growth investors on edge.

I suspect the British economy is still yet to absorb the export realities of Brexit — if and when the continent catches up with the UK’s excellent vaccine progress.

That could curb some of the growth there and cause price dips. But a growth story is still possible if Britain can find new markets through free-trade agreements.

Overall, this month, we are up 6.96% across the composite portfolio (total aggregate, weighted return across all portfolios following the strategy).

Please see our performance chart for more details.

 


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We notice 65% of the ultra-wealthy Tiger 21 group of investors appear to believe global markets will now end the year higher.

This looks to be on track. But it will likely be a very unsteady recovery. Which could create opportunities to deploy funds and make some money.

 

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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