Newsletter – April 2023

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

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.

Our theme this month is private income investments – an asset class that is quietly becoming one of the fastest-growing parts of the investment world.

Broadening Booster’s direct investments in attractive, unlisted NZ assets – Aotea Asset Management.

This month we explore how US businesses have coped following President Trump’s ‘Liberation Day’ tariffs in April, and outline the state of the general US economy.

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.