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.
Australian Stock Report Pty Ltd ABN 94 106 863 978 (ASR) AFSL 301682 is the distributor of research reports published by Atlantic Pacific Securities Pty Limited ABN 72 135 187 085 trading as ASR Wealth Advisers (ASRW), a Corporate Authorised Representative No 339207 of Trilogy Group Australia Pty Ltd ABN 80 078 111 654 (Trilogy) AFSL 218770 and Amalgamated Australian Investment Solutions Pty Ltd ABN 61 123 680 106 (AAIS) AFSL 314614. ASR, ASRW, Trilogy and AAIS are part of Amalgamated Australian Investment Group Limited ABN 81 140 208 288.
ASR and ASRW only provide general advice on financial products. Please refer to ASR’s and ASRW’s Financial Services Guides and Terms & Conditions available at www.australianstockreport.com.au and www.asrw.com.au. All information contained on this webpage is provided on a factual or general advice basis only; it is not to be intended or construed as an offer, solicitation or recommendation for any financial product unless expressly stated and does not take into account financial situation, objectives or needs of any person. Investors should seek professional investment advice and must make their own informed decisions in relation to any financial services or products. Investment in financial markets and instruments involves risk. The payment of income and the return of capital are not guaranteed. Past performance is not an indicator of future performance.
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.