[Smart Investing] How to rebalance your portfolio out of COVID-19

Investments and personal finance insights from Vanguard Australia

3 June 2020 Hi everyone,  Thank you to everyone who took our short survey in the last two weeks. We appreciate your feedback and will endeavour to provide you with the content that you find most useful. For example, we noticed that many of you are interested in learning more about portfolio rebalancing. As such, Vanguard Senior Investment Strategist Aidan Geysen has written a piece that takes a closer look at how to rebalance your portfolio out of COVID-19 and how to ensure it aligns with your target asset allocation and risk tolerance.   Vanguard Senior Financial Writer Tony Kaye also examines in detail a few factors that SMSF trustees should consider before the end of the financial year, including if your SMSF holdings are still aligned with the documented investment strategy lodged with the ATO.  Lastly, Vanguard Senior Economist Andrew Patterson discusses why inflation is not of immediate concern despite disruptions to supply chains and government spending to stabilise economies as a result of COVID-19.  As always, feel free to email us with your questions or feedback.  Regards, Robin Bowerman Head of Corporate Affairs Vanguard Australia

How to rebalance your portfolio out of COVID-19 By: Aidan Geysen As the Australian Stock Exchange exits an 11-week bear market and the most severe of restrictions imposed across Australia are lifted, now is a good time for investors to consider rebalancing. Read More

What SMSF trustees should consider before June 30 By: Tony Kaye With just over three weeks to the end of the 2019-20 financial year, there's not much time left for SMSF trustees to make some key decisions. Read More

Why inflation isn't of immediate concern By: Andrew Patterson Pandemic-induced supply constraints and fiscal infusions shouldn’t have markets worried about runaway inflation. Read More

VANGUARD IN THE NEWS Investors hot in pursuit of ETFs Joanna Mather | Australian Financial Review | 28 May 2020 The majority of the assets within the ETF market are held in mainstream, broadly diversified products tracking major equity and bond market indices in domestic and international markets. Demand, it seems, has held up despite the COVID-19 crisis. Investment management company Vanguard says new inflows to the Australian ETF market totalled $3.8 billion in the first quarter of 2020, making it the third strongest quarter on record. To read more, please visit the AFR website. Please note the link above will show a copy of the article (where freely available), or the publisher's website if a subscription is required.

IN CASE YOU MISSED IT

The trouble with market timing By: Robin Bowerman In his book The Little Book of Common Sense Investing, Vanguard founder Jack Bogle included a very apt quote from Warren Buffet on the matter of market timing. And that is, "for investors as a whole, returns decrease as motion increases". Read More

The 'Great Fall' and the road to recovery By: Joe Davis The COVID-19 pandemic has unleashed economic effects unlike any the world has seen before. Among the most disruptive events of our lifetimes, it defies conventional labels Read More

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