Full transparency of all the underlying investments in our ten Model Portfolios including when and why we change particular holdings. You can either replicate these Model Portfolios by trading them yourself or invest in these portfolios directly through InvestSMART and let us do all the work.
Intelligent Investor, InvestSMART's sister company, has been beating the All Ordinaries since 2001, and we are over the moon that they are now part of the family. Receive alerts, updates and analysis from their research team on a number of their best buy/hold/sell ideas each month.
ASX-relevant Special Reports are published year round to provide a detailed analysis of investing opportunities and potential risks to your portfolio.
Our expert team is available to answer your questions using our Q&A; service. Many Q&A; responses are published, so you can benefit from other members' questions.
Our Intelligent Investor team of analyts hunt for undervalued stocks all day so that you don't have to.
A $100,000 investment in the All Ords on 1 June 2001 would have produced $412,406 by 30 June 2015. Had members followed all Intelligent Investor’s recommendations at the time we made them over the same period, that sum would be $644,514, a difference of over $230,000*.
The Intelligent Investor Income Portfolio returned an average of 13.5% annually 10 July 2001 to 31 December 2015, and the Model Growth Portfolio has returned an average of 10.3% annually 7 August 2001 to 31 December 2015.
* Income Portfolio inception on 10 July 2001, Index returned 7.8%. Growth Portfolio inception 7 Aug 2001, Index return 7.7%. Returns calculated 31 December 2015. Intelligent Investor portfolios do not take into account transaction costs or tax.