IN DAILY TOUCH WITH THE STOCK MARKET
Like many others recently, I have been a bit disillusioned with managed and superannuation funds. Because of this and the need to save for the future, I put a lot of time and effort into investigating the best investment opportunities for my family .Not easy this year.
Our family trust fund now comfortably returns in excess of 20% annually and our money is securely placed with only the best companies. We don't take unecessary risks
To this end I have recently invested in the latest risk management software from
Lincoln Indicators, Commsec's professional trader platform and Profitsource.
With increasing amounts of funds being invested in our family trust, I need to be sure that
I don't make mistakes. I have valuable assistance from our daughter Nicole, who is most knowledgable in specialised investment programmes and derivatives trading.
One main plank in the investment policy is the maximising of fully franked dividend income. All dividends are reinvested. Covered call options also add to the income stream.
Through specially structured products, particularly Instalment Warrants from Macquarie Bank in more certain times than now in the finance sector, dividend income makes up a significant proportion of fund income.
The Lincoln Star Stock Fund is a safer alternative at the present time
We keep an open mind when it comes to improving this aspect of our business..
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