Newsletter – September 2021

This issue covers our human nature of feeling twice as much pain from an investment loss as we do pleasure from a gain, and while it can be tempting to view our investments daily, the key to long-term investment success is being invested over the longer term.

Widening Booster’s direct investments in attractive, unlisted NZ assets – helping local Iwi fund the purchase of 40 Wellington school properties.

Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

Recent Bank Failures: Looking through the headlines to find perspective.

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.