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How to find the Best Investments in Australia for 2019?

Introduction

When looking for the best investments in Australia for 2019 there are a number of things you should consider first. We cover this information  4 key points.

In this article, we will give you information and access to the tools which could help in identifying the best investments suitable to the type of investor you are. Remember that any information here is general advice.

But as with any financial product, there are financial risks you must take into account, industry jargon and terminology you need to know and understand.

Being an informed investor will help you on your journey so you can identify the best investments. Let’s jump straight into explaining the key things you may consider in identifying the best investment that is suited to your needs.

1. What is my Risk Profile?

Understanding what type of investor you are is one of the first things you need to know before you look for the best investments.

We have developed a tool to assist you in finding out what type of investor you are. It only takes a few minutes to complete.

By utilising our profiling tool this will immediately give you a result for your investment profile.

Once you have identified the type of investor you are, you can then begin to look at investments with confidence knowing your profile and filter our any which are outside your risk tolerance.

Follow the link below to access this free tool.

Forex Signal Chart
To find out if you are an:
  • Conservative Investor
  • Moderately Conservative Investor
  • Balanced Investor
  • Assertive Investor
  • Aggressive Investor

 

Investment Risk Profiler wondering what type of investor you really are? 

Investment Risk Profiler

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Knowledge and education is the key for you to identify the best investments.
2. Assest Allocation

Understand the importance of asset allocation and diversification.

Don't put all of your eggs in one basket.

Your asset allocation should be based on your risk profile. The mix of assets in your portfolio and the percentage allocation should vary based on your investment profile. 

Retail Investors who use the services of a financial advisor will be issued with a statement of advice outline their risk profile and investment allocation.

So the question is what is the right allocation for you? 

  • Property
  • Shares
  • Alternative Investments
  • Managed Funds
  • Bonds
  • Fixed Interested 
Execution of Forex Signals

Now if you are looking for investments which are targeting in excess of 20%p.a these are generally aggressive investments.

When looking for the best investment you may be looking for the best return and generally, the best return may come with more risk. So when chasing an alpha return the best investment return has more risk so how much of your investment portfolio should you allocate to these types of investments.

We generally say that you should not have any more than 5-10% of your net assets in these types of investment depending on your risk profile and the type of asset.

 

3. Ratio's as a tool to compare suitable investments.

Ratios are a useful tool in comparing investments so you can work out the best investment and risks.

Get our Insider's Guide to Trading Investment Analysis. This guide will show you everything there is to know about starting to use Trading and Investment Analysis as a tool to manage performance and risk.

 

8 topics covered in the guide, including:

  • How important Statistics are  to Trading and Investment
  • Profitable Trading
  • Trading Performance
  • Key Ratio's and metrics
  • Success Rate

Insiders Guide to Trading and Investment Analysis.

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4. Security and Transparency

It's now more important than ever for investments to have security and transparency

Use an external custodian so your funds are in a segregated client trust account

  • 1. Only deal with ASIC Regulated and Licensed providers

A lot of people have been caught out in new Initial coin offerings (ICO's) and other types of investments when looking for the best investment return. Do your homework and make sure that the investment company you are dealing with is ASIC Licensed.

  • 2. External Custodians holding your funds

The benefit of using an external custodian to hold your funds mean that the Investment Manager does not have access to your funds for deposits or withdrawals and the funds are held in a segregated client trust account, make sure it's with an Australian Bank. You may have heard of some investment companies or ponsi's investments that have been found out by ASIC using the funds for their own benefit. So the point here is to be careful of who holds your money. 

 

Forex Signal Systematic trading

A good question to ask is who holds my money and do I get real-time access to my Investments?

Walker Capital Uses an External Broker and gives live access to your investment portfolio 

You can use your computer or mobile to access your investment portfolios.

Investments Targeting in excess of 20%p.a net returns

Some of Walker Capital Managed Investments target in excess of 20%p.a net returns which are uncorrelated to the market.

  • 1. Returns and Expectations

Timing when to get started in your investment will never be perfect. Will you be starting when the market is at a peak or a low?

You never truly know when the ideal time to enter is for any investment. You need to plan when you are going to start and have a horizon for your investment. ie the timeframe you are looking to invest.

Also, you will never know exactly how we exactly managed your investment as discretion is given to the Investment Manager but we provide a specific Investment program for you.

  • 2. Understand the costs of investments

Some Investment providers try to mask their costs or have entry and exit costs which not only reduces your return but restricts you from accessing your money at any time. 

All or our returns for our Managed investments are net of all fees, which give you the best indication of the likely return you could expect with your investment with us. Our fee structure is straightforward and is made up of

  • Management Fee
  • Performance Fee
  • Transaction Fee

Full details of our fee structure is contained in our financial services guide.

Managed Investments?

Growth Rate of Managed Accounts is 31% or $14.85 bn

The Institute of Managed Account Professionals census growth rate is 31% or $14.85 bn in FUM.#

Managed Discretionary Accounts in their structure allows the Investments Managers Strategies to be traded and to be automatically executed on behalf of your account.

So you have the benefit of a Professional Investment Manager working for your investments with your best interests and an account with the assets still held in your name.

 

forex signal return expectation

Try our Managed Investment Calculator to view Hypothetical Results based on Real-time Trading Data:

Try the Calculator

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Your capital

The important thing to note with any Investment is that you always control your money. The Investment Manager should never have access to your funds in terms of withdrawals.

 

 

Here are the steps to get started:

1. Schedule an appointment (Conference Call) with an Investment Manager

2. Submit a Managed Discretionary Account (MDA) application with Walker Capital Australia.

3. Open a trading account with the Walker Capital Australia’s executing broker.

4. Select from our range of investment strategies and choose your asset allocation between the choices of accounts.

5. Once all accounts are opened, and funds have been chosen, our team gets to work and begins trading.

We welcome you to give our team a call to discuss your investment goals and objectives.

You can call Walker Capital Australia on +61 2 8076 2210, and we’ll see how we can help you achieve your investment goals.

Walker Capital Disclaimer *

Walker Capital Private Wealth Pty Limited (ABN 86 161 363 097) holds an Australian Financial Services Licence (AFSL No. 436859). You should read and consider the relevant Disclosure Document and the issuer's Terms and Conditions before making a decision about whether to purchase any financial products.

Walker Consulting (Australia) Proprietary Limited t/as Walker Capital Australia (ACN: 602952116) is a Corporate Authorised Representative (CAR No. 1250196) of Walker Capital Private Wealth Pty Limited (ACN 161 363 097) (AFSL no. 436859) 

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Walker Capitals is a boutique wealth management company that can provide full complex advice, Traditional Funds Management and investment-trading strategies using managed discretionary accounts for Wholesale Clients.

 

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