Newsletter – January 2024

This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

Widening Booster’s direct investments in attractive, unlisted NZ assets – helping local Iwi fund the purchase of 40 Wellington school properties.

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

This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.