Stock portfolio management is crucial for every investor who wants to invest wisely and build a strong investment portfolio.
Keeping track of your investment accounts involves a lot of research and technical know-how on your part, including knowing how to weigh the strengths, weaknesses, opportunities, and performance of all your investments.
Juggling multiple accounts can also be taxing. Hence, most investors rely on portfolio management software like Stock Doctor to streamline the process. With portfolio management software, the whole process of analysing the trade-offs between risk vs reward, debt vs equity, and in-depth market analysis is more accurate, efficient and quantifiable.
We empower stock investors with relevant data and investing insights to create robust, evidence-based investment portfolios.
If you’re looking to invest in the stock market or shares, Lincoln Indicators will help you build your stock portfolio with our Managed Funds or Stock Doctor Portfolio Software.
Stock portfolio management software greatly benefits traders and investors alike. Investors get an accurate view of stock prices and portfolio performance in real-time, utilising advanced stock market data tools. Furthermore, if you use Bell Direct as your trading platform, investors can easily execute trades with greater ease throughout the day, thus increasing their stock trading return on investment (ROI).
It’s true that stock portfolio management can be done with manual spreadsheets or with professional stock brokers. However, a stock portfolio management software streamlines the investment and stock trading process by providing stock quotes, real-time stock charts, and stock technical analysis options that you can efficiently manage yourself.
With the right wealth management tools in place, stock portfolio management becomes easier and more profitable.
Deciding on the best ASX stocks to buy can be a bit of a challenge. However, with the right stock portfolio management tool in place, you can invest with confidence and peace of mind while on the path to seeing your wealth grow.
Investors need real-time company data to evaluate the financial health of their investments and to make informed decisions. At Lincoln Indicators, we base investment decision on quantifiable data analytics, looking only at the most financially healthy stocks on the ASX for our clients.
Our industry-leading portfolio management software, Stock Doctor, provides evidence-based insights into which stocks to buy, sell, or hold based on the investors investment objectives and risk appetite.
With Lincoln Indicators, a stock management software tool, Stock Doctor, you can easily compare high-risk and weak investments with financially healthy investments, optimising your portfolio for high return investments.
Investing in the stock market can be tricky without the right know-how. Nonetheless, the stock market has proven to be one of the best ways to accumulate wealth.
A well-managed portfolio can be all it takes to achieve your investment goals, including saving for a future business, having an enjoyable and relaxed retirement, or even giving your children a solid financial head start in life.
As one of Australia’s most efficient stock portfolio manager tools, Lincoln Indicators’ Stock Doctor has gained a reputation for helping investors secure their financial future.
With Stock Doctor Star Stocks, not only can you invest in high-profile blue chips, but discover small-to-mid-cap stocks that offer great dividends and potential for value growth!
Exclusive to members, our Star Stocks are those identified by our exclusive methodology to be financially healthy stocks on the Australian Stock Exchange (ASX) for income and growth. Star Stocks aren’t just your high-profile blue chips; they include the small-to-mid-cap stocks many investors wished they had heard about earlier.
Whether you are looking for income or growth investments, Stock Doctor Star Stocks are stocks identified by our proprietary methodology as financially healthy stocks on the Australian Stock Exchange (ASX).
There are primarily two classifications of Star Stocks for investors; Star growth & Star Income.
Usually, these stocks consist of high-profile blue chips and mid-to-small cap stocks with great potential for high returns. Currently, the total return per annum since inception for Star Growth and Star Income stocks stands at about 18.57%* and 14.77%*, respectively.
Subscribing to Stock Doctor gives investors access to Lincoln Indicators’ exclusive quantitative research methodology that identifies financially healthy stocks that could help you meet long-term growth or income objectives.
As the leading provider of DIY stock management software for both new and experienced investors, Stock Doctor is a safe and reliable investment platform. We provide stock investors with relevant data and stock investing insights to create stock portfolios that can provide an income stream and capital growth in the long term.
Important information
*Performance for Star Growth Stocks is from 01/09/1995 – 30/11/2021 and Star Income Stocks is from 07/08/2012 – 30/11/2021 both annualised. This is the investment performance for each notional portfolio over the period shown and includes capital returns, dividend income and estimated transaction costs (but excludes distributions, fees, charges or tax). The portfolio assumes a full equities allocation at all times, the reinvestment of dividends and the rebalancing of the portfolio to equal weight each time a change is made to the notional portfolio (i.e. when stocks come in and out of the portfolio). All trades assume enough liquidity to purchase the required volume of stock at the volume-weighted average price (VWAP) on the day following a star stock in/out event or on a rebalance. For more detailed information about how these figures are calculated, including the assumptions used, click here.
The Investment Manager for the Lincoln Australian Growth Fund, Lincoln Australian Income Fund, Lincoln U.S. Growth Fund Hedged and Lincoln U.S. Growth Fund Unhedged (the Funds) is Lincoln Indicators Pty Ltd (Lincoln Indicators) ABN 23 006 715 573 as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 (Lincoln Financial). Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298, AFSL 240975 is the Responsible Entity for the Funds. Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT).
This communication has been prepared by Lincoln Indicators, as Corporate Authorised Representative of Lincoln Financial, to provide you with general information only. In preparing this communication we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Lincoln Indicators, Lincoln Financial, Equity Trustees nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of our Financial Services Guide and the Product Disclosure Statements before making a decision about whether to invest in these products.
The Fund’s Target Market Determination is available here. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.
Stock Doctor is designed to help the conscientious DIY investor who wants to take control of their investing outcomes, leveraging off our methodology that has delivered strong long-term returns as exemplified by our Star Stock performance.
Please refer to the following link for more pricing information.
Stock Doctor portfolio management software serves as a stock investment analysis tool for self-managed funds, stockbrokers or stock portfolio managers. Our stock investing tools are trusted by stock investors who want to make stock investments independently.
Our back-testing report for your stock investments provides you with the data, insights and timeframes on how your stock picks perform in different stock market conditions.
Stock Doctor offers members a range of features and tools for: stock selection, portfolio management, investment strategies, support and education that can benefit both experienced and novice investors.
Some of the features at your fingertips include:
To discuss the future of your investments in detail, book in a free consultation with a Lincoln representative.
To discuss the future of your investments in detail, book in a free consultation with a Lincoln financial expert.
