| A framework for financial success, where ETF investors are investing, and all about portfolio rebalancing. Read Smart Investing for more. | | View this email online |  |  | Welcome to this week's edition of Smart Investing.
Rising livings costs have placed many households under increased financial pressure. But a simple framework for financial wellness developed by Vanguard may help you take better control of your finances and make progress towards your long-term goals. Read our lead article to find out more.
Meanwhile, January saw the assets invested in Australia's exchange traded funds (ETFs) sector hit a record high of more than $135 billion. It's evident more and more investors are using ETFs as the core building blocks of their portfolio. We detail the key sectors where investors have been investing.
Lastly, we take a look at portfolio rebalancing and why it's important for every investor to make periodic adjustments to their investment holdings.
Our mission is to take a stand for all investors, to treat them fairly, and to give them the best chance of investment success. Feel free to forward any of our articles to your family and friends. | | | | | Three simple steps for financial wellness | | If money's too tight to mention, here's some small steps that can make a big difference in achieving your financial goals. | | Read article | | | | | | | Australia's ETFs sector hits a record high | | Strong investor inflows lifted ASX-listed ETF assets values to more than $135 billion in January - a new high. Here's where many investors were investing. | | Read article | | | | | | | What is portfolio rebalancing? | | Just like you car needs a periodic service to stay in tune, here's why you should rebalance your portfolio from time to time. | | Read article | | | | | | | Four investing lessons from the Australian Open | | You can learn about investing from tennis. Here's four key lessons to become a better investor. | | Read article | | | | | | | Vanguard's latest investment and economic forecasts | | Our latest forecasts for investment returns and our region-by-region outlook. | | Read article | | | | Vanguard and its employees wish to acknowledge the Traditional Custodians of Country throughout Australia where we operate our business. We recognise their connection to the land, water and culture and wish to pay our respects to their Elders past, present and emerging.
Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) is the product issuer. We have not taken yours or your clients‘ circumstances into account when preparing this email so it may not be applicable to the particular situation you are considering. You should consider yours and your clients‘ circumstances, and our Product Disclosure Statement (PDS) before making any investment decision or recommendation. Distributors of our products must consider our Target Market Determinations ("TMDs") which describe the investors for whom the product would likely be appropriate and consistent with their objectives, financial situation and needs. You can access our PDSs and TMDs at www.vanguard.com.au or by calling 1300 655 101. Past performance is not an indication of future performance. Our electronic publications are prepared in good faith and we accept no liability for any errors or omissions. Not all articles are prepared by Vanguard so they may not represent our views and opinions. Vanguard Investments Australia Limited is in no way responsible for the content or loss resulting from use of any website owned by a third party that may be linked to this email via a hyperlink.
© 2023 Vanguard Investments Australia Ltd. All rights reserved.
Use of cookies
If you click through to the vanguard.com.au website from this email, a cookie may be placed on your computer to enable Vanguard or our third party service providers to collect information about your use of the vanguard.com.au website to support website performance, enhance site navigation, improve our web design and functionality and tailor our communications to you regarding our products and services. The information collected by Vanguard or our service providers does not include personal information that could be used to identify you such as your name, address, telephone number, email address, or account information. Unless you have adjusted your browser settings so that it will refuse cookies, our system may set cookies when you visit the site. You may choose to remove or disable cookies via your browser. Google Analytics uses data when you access the Vanguard website. For more information, see "HOW GOOGLE USES INFORMATION FROM SITES OR APPS THAT USE OUR SERVICES," located at https://policies.google.com/technologies/partner-sites. You can opt out of being tracked by Google Analytics at the following location: https://tools.google.com/dlpage/gaoptout.
To learn more about how Vanguard uses cookies, please visit the Vanguard Cookie Policy.
By using our website, you consent to the use of cookies as described above.
Terms and conditions of use | Disclaimers | Privacy policy | Cookie policy | | |
