Newsletter – August 2022

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 our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.

This issue explains recency bias, a phenomenon whereby investors let short-term performance influence their decisions, and ways to counter this, instead seeing the silver lining in market volatility.

This issue covers the importance of being invested, through the highs and lows, 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.