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EOFY Strategies: The three C’s: consistency, conviction & caution

Gaurav Sodhi from the Intelligent Investor highlights the ‘three C’s’ for your investments as we head into the end of financial year to ensure your portfolio is doing what you want it to do, and it is structured the way you need it to be structured. For him, it’s all about a bottom-up strategy when it comes to investment ideas.

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.