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:

It was time to curb the enthusiasm we saw in July (we were up 6% that month).

Confidence that inflation is waning and that central banks will soon get it under control was euphemistic.

Yes, employment is strong. But if you drill down in those numbers, you’ll find it’s strong in ‘hard job’ areas like trades, hospo, and healthcare. If you’re looking for a 100k desk job, it’s not so strong.

Overall, for the month of August 2022, we were down 3.48% across the composite portfolio (total aggregate return across all portfolios following the strategy). This brings our overall return for the year tracking at –2.84%.

Please see our performance chart for more details.


💰 Our Exclusive Managed Account Service

👉 Click Here to Find Out More



Of course, this is a brilliant time to be finding value in the markets for those with the courage of conviction. And our value, income, and property-focused strategy is holding up very well compared to other managers who were more exposed to high-ticket tech stocks.

This is a good time to invest. And a good time to add funds for us to enter opportunities at a level we seldom see. Once markets come out the other side of fear, a bull market will make up for lost time.

The key is time horizon.

Had you $1,000,000 invested in our strategy since 2017, that may have grown to $1,632,800 by now — even with recent market bumps.

If you’d added funds at key times — the growth may have been even greater. In fact, we saw one portfolio grow $816,000 between March 2020 and March 2022. Following deployment immediately after 2020’s Covid-19 drawdown.

Past performance is no guarantee of the future. And in our situation, every portfolio is different and tailored to the client.

But this truism endures: quality assets bought at sharp prices will realise their true value over the longer term.



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).