Want to see what our research looks like before subscribing ?

  • View screenshots of our research tables on shares, hybrids, ETFs, LICs & Managed Funds
  • Download sample research reports on macro, shares, hybrids, ETFs, LICs, and Managed Funds
  • View model portfolio update samples and research articles

Please note that all samples provided do NOT contain current, up to date data, and hence should NOT be relied upon or used for making any investment decision.

take a look under the hood

Portfolio Strategy

Weekly Portfolio Strategy Update: sample coming soon

Weekly ASX200 Sector update: sample coming soon

CLICK HERE for a recent CHART OF THE WEEK. These brief articles with a key CHART snapshot an important piece (or group) of macro or market data and what it means for investors.

CLICK HERE for a recent STRATEGY ARTICLE which goes more in-depth and expands on the weekly Portfolio Strategy Update.

ASX 200 Shares

CLICK HERE to view our ASX200 Research Table with filter sample

CLICK HERE to download a sample Stock Viewpoint report

CLICK HERE to download a sample Corporate Actions Journal which includes info & recommendations on each action.

CLICK HERE to download a sample Model Portfolio Change report, which outlines reasons for sells, and a brief synopsis for each new buy.

CLICK HERE to download a sample Model Portfolio Monthly Update, which includes commentary, portfolio review and performance updates.

Hybrids

CLICK HERE to view our Hybrids Research Table with filter sample

CLICK HERE to download a sample Hybrids (Listed Income) Viewpoint Report

CLICK HERE to download a sample of our Monthly Listed Income (Hybrids) Yield report.

Exchange Traded Funds (ETFs)

CLICK HERE to view our ETFs Research Table with filter sample

CLICK HERE to download a sample ETF Viewpoint Report

LICs & LITs

CLICK HERE to view our LICs / LITs Research Table with filter sample

CLICK HERE to download a sample LIC Viewpoint Report

Managed Funds

CLICK HERE to view our Managed Funds Research Table with filter sample

CLICK HERE to download a sample Managed Fund Viewpoint Report

Latest Research & Insights

Strategy Update: share markets are down in 2022, so where to now ?

Since the beginning of 2022, we have been outlining to our members how the big picture conditions that investors were faci...

Read article

Chart of the Week: ASX200 macro model holding up

It’s no secret that global share markets have been under pressure this year. As at the time of writing, the ASX200 p...

Read article

ETF Updates: UMAX

BetaShares S&P 500 Yield Maximiser Fund Recommendation Change: — / ASX Code: UMAX Lonsec has maintained the Fund...

Read article