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Acuity 22: Portfolio valuations in perspective

Download Acuity 22

Today, many investors have online access to their portfolios and can obtain all sorts of information about them. In reality much of what they see is simply market noise. The danger is that they get distracted by it and risk missing the wood (the benefit of a robust long-term investment strategy) for the trees (market noise). This volume of Acuity summarises the ‘do’s and don’ts’ when looking at your portfolio valuation.

INSIGHT: Your adviser as your investment coachAcuityINSIGHT: Your adviser as your investment coachThis issue forms the first of a 7-part series. The first of this series introduces the topic of the important role an adviser brings to the investing experience and outcomes. It sets the scene and positions the fact that an investing journey should not be expected to come in straight lines. Patience
INSIGHT: A systematic approach to investingAcuityINSIGHT: A systematic approach to investingThis issue looks to explain - very simply - what a systematic approach to investing is, and why it is adopted. A systematic process applies to everything from the ongoing review process to the funds populating portfolios.
INSIGHT: Beware of unnecessary complexityAcuityINSIGHT: Beware of unnecessary complexityThe issue explains, in straightforward terms, how adding more funds doesn't always lead to greater diversification. Instead, it highlights the importance of focusing on the underlying investments inside each fund and ensuring they play a clear, purposeful role in a portfolio. The piece also touches
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