The Income Report from ASR Wealth Advisers is centred around the investment principal of ensuring a consistent and reliable dividend while protecting and preserving capital. The report details our income investment process which is structured to create a diversified model portfolio across the sectors in companies which we view offer stable and sustainable cashflow. We review the investment fundamentals of each company to ensure they have a sustainable competitive advantage and a healthy balance sheet. The model portfolio offers investment weights for each stock to ensure investors diversify their investment risk and are not unintentionally exposed to any sector.
The Income portfolio has been added to HALO Global as a VUE to enable clients to easily duplicate our portfolio positions and ensure your holdings are aligned with our current investment thinking.
Every Australian Stock Report product subscription comes standard with a variety of added features:
I have been a member of the Australian Stock Report and Macrovue services for some 6 months and have to say how happy I am with the level of customer service and support that I have received from the team. They have been attentive, patient and extremely supportive and follow up any queries I have. I cannot fault the level of service I have received. The Halo and Macrovue tools are great to use as a resource to initially research stocks and review your portfolio on an ongoing basis. Overall I have absolutely no regrets having made the commitment to the services and use them now as my go to tools for investing purposes.
Loving Halo, share investment is my livelihood, couldn't do it without the forward forecasts and the analysts insights that I secure from Halo, the big plus it goes well beyond the ASX top 200 companies. I should put in a shout out for Mark in the support team, always willing to assist.
The Income Report is produced by the ASR Wealth Equities Research team led by Tim Montague-Jones. Tim has over 20 years of investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth Portfolio and a founding member of their Investment Committee. Tim was also a Senior Equity Analyst for Macquarie Group and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award.