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Can I do thematic investing or sector-investing through QuietGrowth Portfolios?

On thematic investing

No, the QuietGrowth Portfolios are not thematic portfolios. Your portfolio will not have deliberate exposure to a long-term macroeconomic theme or trend because it is tough to predict the outperformance of such a theme or trend. Often, most of the future growth of a trend and associated risks are already factored in the current valuation of public companies operating in that trend.

On sector-based investing

Also, QuietGrowth Portfolios are not sector-based portfolios. Your portfolio will not have concentrated exposure to any specific sector based on an expectation that the sector will outperform the broad market indices in the short term. This is because it is tough to predict a specific sector’s outperformance in the short term.

If you adopt the core-satellite investing approach, then QuietGrowth portfolios can serve as the 'core'. You can consider having thematic investments and sector-based investments of your choice as a part of the 'satellite'.

Refer to the 'Thematic portfolios' and 'Sector portfolios' sections in our Investment Methodology page for more information.

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Additionally, you can consider to read the following knowledge resources:

Online financial advice for your long-term investing

Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.