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:

June has been very bumpy, and we’ve held back somewhat as we wait for the real direction of the market to emerge.

There are two camps:

  • One fears inflation will rise up like a Phoenix from the 1970s and bring about a correction in the order of 10% to 15%.
  • The other sees inflation as a transitory force from pent-up demand and economic recovery following Covid — after which the Fed and other banks will still need to support the patient with expansionary monetary policy.

Both camps are fine for us, though the first would create significant opportunity to take a more aggressive approach. And maybe even pick up a bargain or two that, in the long-run, could keep pace with inflation.

Like all investors, we are the mercy of Mr Market. But within that jungle, we are continuing to find quality assets that should deliver income and growth over the long-run.

Overall, for the month of June, we are up 0.23% across the composite portfolio (total aggregate return across all portfolios following the strategy). And we are up 14.62% since the start of the year — which, if annualised, suggests a potential return of 29.23% p.a.

Though, once again, I need to point out that much of this high level comes from recovery from the March 2020 Covid disaster.

Please see our performance chart for more details.


💰 Our Exclusive Managed Account Service

👉 Click Here to Find Out More



Thank you to those clients who have provided encouraging feedback on what we do.

We will keep you updated on the companies we buy and monitor. And why we have conviction that they are the best quality assets we can see in the markets we follow.



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).