June 2021

By Forrest Private Wealth

At Forrest Private Wealth, our investment philosophy underpins our financial planning advice, which ensures our client’s wealth benefits from long-term exposure to equity markets. We believe holding a well-diversified portfolio of predominantly dividend-paying businesses over a long-term period is essential in financial planning for wealth accumulation and, ultimately, retirement planning.

By following our retirement planning process, a Forrest Private Wealth financial planner stays true to their investment advice, ignoring the noise and pressures of the market to provide their clients with a stress-free retirement. At Forrest Private Wealth, our financial planners capitalise on an investment philosophy that provides predictable income streams from equity markets, setting clients up for their desired retirement.

Long Term Portfolio

The Long account finished the financial year strongly after posting another positive month. In an environment continually focused on daily case numbers, narratives and sentiment, the 2021 financial year provided us with many twists, turns and up and down moments. The short-term noise impact, both positive and negative, on the daily pricing of investment assets certainly has its challenges. In just the last 3 years the Long fund has successfully navigated two share market falls – Q4 in 2018 (~25%) and Q2 last year (~40%). Continual focus on quality not speculation is what we believe provides the best opportunity to add value in an environment we expect will continue to be hypersensitive on short-term narratives.

Short Term Portfolio

The pandemic continues to exert an influence on the shape of recovery as countries are at different stages of COVID exit attempts. At the same time new variants remind that vaccination may quell the hospitalisation risk, but the virus will likely be with us for some time to come. There are still many unanswered questions on the future, when will normal activity resume? when will international travel resume? what will the post-virus workplace look like? These vital but unanswered questions, combined with low bond yields and tight valuations, guide to balancing and maintaining discipline to determine the best risk-adjusted positioning for portfolios.

Forrest Private Wealth’s discipline in providing financial planning, retirement planning, and wealth management services to its clients allows our clients to benefit from years of experience providing financial advice through major impacts to equity markets where staying the course has helped them.

Forrest Private Wealth has a dedicated team of financial planners and support staff providing clients with peace of mind in working towards and achieving their life goals.


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