Optimised Portfolio at Tax Time
In this article the LENSELL team analyses investors’ preferences during FY22 and compares them with investors’ preferences during FY21. It’s interesting to see how the risk profiles of investors preferences have changed from one year to another.
Moreover, 3 different scenarios to invest any extra cash at tax time are run and compared. Everyone likes a tax refund – it is a good idea to invest it, but how should one allocate those extra money?
A conclusion that echoes previous research from the team is that by optimising the asset allocation in a portfolio, the returns can be improved significantly compared with other potential scenarios.
This proves, yet again, how critical it is to objectively assess how each new investment impacts on the existing portfolio’s performance. Investors who want to do better and gain more from their portfolio cannot afford the luxury of placing their money randomly in fashionable investments.
Check out the previous articles in this series:
Episode 1 – To risk or not to risk – a conflict of (investing) emotions.
Episode 2 – What’s driving investors, mind or emotions?
Episode 3 – Is high level portfolio diversification enough?
Episode 4 – You could be leaving money on the table if you didn’t optimise
Contact the team with any questions at: [email protected] or [email protected].
Subscribe to LENSELL’s newsletter to stay in touch and receive future articles and updates.
