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Why following the trends might hurt your portfolio

Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for?
Gemma Dale | nabtrade
15 September 2022
Created by potrace 1.15, written by Peter Selinger 2001-2017 39 min listen

Investors are always looking for an exciting bandwagon, but Morningstar’s global research has tracked thematic portfolios back to the 1950s, and found many don’t survive. So what should you be looking for?

Morningstar’s research manager Justin Walsh shares his thoughts on:

  • Why we’re so bad at picking winners
  • Some of the big hits of the past that fizzled, and some that survived
  • What investors should be looking for when choosing a portfolio, and
  • Why the data tells a story that the marketing campaigns might hide

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Your Wealth Gemma Dale
About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.