If your portfolio exceeds $750k, you're likely already invested in stocks, but there’s always room for optimisation. Strategic adjustments and smart stock picks can help you take full advantage of the opportunities in the market, ensuring that your investments continue to grow, generate income, and align with your evolving financial goals.
Enhanced Diversification and Risk Management
Even with a large portfolio, adding carefully selected stocks to your existing holdings can improve diversification. By allocating to different sectors, industries, or global markets, you can better manage risk and mitigate potential losses, even during market volatility.
Capitalise on High-Growth Opportunities
With a significant portfolio, you have the freedom to make more targeted investments in high-growth stocks that could substantially increase your portfolio’s value over time. Rather than simply holding stocks, actively managing your investments to identify emerging opportunities can help you stay ahead of market trends.
Maximise Income Through Dividend Stocks
As an experienced investor, you may already hold dividend-paying stocks, but expanding or adjusting your dividend allocations can boost your portfolio's income potential. By diversifying into high-quality dividend stocks, you can enhance your cash flow without sacrificing long-term growth potential.
Leverage Expert Insights for Smarter Allocations
Managing a portfolio of this size means you likely have access to professional research, but ongoing access to expert insights and stock recommendations ensures you are always in the loop about market trends. Informed, data-driven stock picks allow you to make strategic allocations that align with both market conditions and your personal financial goals.
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Stocks offer the opportunity to outpace inflation and preserve your purchasing power, even as other assets may face downward pressure. With strategic investments, you can ensure that your wealth not only remains intact but continues to grow at a competitive rate, maintaining its value for the long term.
Flexibility to Adjust and Rebalance
With a portfolio over $750k, you have the flexibility to regularly adjust and rebalance your stock holdings to align with changing market conditions and personal financial goals. This proactive approach ensures your portfolio stays aligned with your risk tolerance, time horizon, and performance objectives, maximising long-term returns.
Disclaimer:
This information is not financial advice. It's important to conduct thorough research or consult with a financial advisor before making any investment decisions.
How Sharewise Helps You Choose the Best Stocks for Your Portfolio Over 750k.
Institutional Quality Research
Make informed decisions with confidence.
Dive into comprehensive stock-specific analysis, primarily focused on blue-chip and mid-cap companies. Our exhaustive research, led by Chief Investment Officer Rabbi (Rabih) Ahmed, and supported by our team of equity research analysts, ensures you have a deep understanding of the market landscape to invest with clarity and assurance.
Comprehensive Market Reports
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From daily morning rundowns covering global dynamics to weekly credit analyses diving into macro trends, our suite of reports ensures you're always in tune with both the local and international financial pulse.
Technical Analysis
Leveraging technical analysis for informed trading.
Our experienced analysts utilise advanced technical analysis techniques to identify potential trading opportunities and manage risk.
Buy/Sell Recommendations
Never miss an opportunity.
Backed by in-depth research, our buy and sell tips are more than mere suggestions – they're your gateway to optimised returns.
ASX and US-Listed Webinars
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Gain exclusive insights by attending our webinars and Q&A sessions, featuring discussions with ASX and US-listed CEOs and top-tier executives. It's like a masterclass in investment, every time.
Account & Portfolio Management
Your investments, our dedicated attention.
With a dedicated online financial advisor and quarterly portfolio reviews, you can rest easy knowing your investments are under expert care. Setting long-term goals to enjoying a hands-off investment process, we're here every step of the way.
This report is designed for high-net-worth investors looking to refine their stock portfolio and capitalise on current market opportunities. Here’s why you should download it:
Expertly Curated Stock Picks
Our team of experienced analysts has carefully selected 4 stocks that offer promising potential in today’s market. These recommendations are based on in-depth research, market trends, and comprehensive financial analysis, helping you make informed investment decisions.
Insightful Market Analysis
In addition to stock picks, the report includes valuable market insights to guide your investment strategy. Whether you're seeking growth opportunities or looking to strengthen existing positions, our analysis can help you identify the right moves to optimise your portfolio’s performance.
Developed for Investors with Large Portfolios
The stock ideas presented in this report are specifically curated for investors with portfolios over $750k. This ensures that the recommendations are suitable for your investment size and goals, offering strategies to optimise risk and reward in a way that larger portfolios demand.
Enhance Diversification
As an investor with a significant portfolio, diversification is key to managing risk and achieving long-term growth. This report will provide you with stock picks that can complement and diversify your existing holdings, helping you maintain a well-rounded portfolio.
Maximise Returns and Income
Each of the selected stocks has been chosen not just for potential growth, but for their ability to generate steady income or provide long-term capital appreciation. This gives you the best of both worlds—strategic growth opportunities along with potential dividend yields to enhance your overall returns.
Proactive Strategy for Wealth Protection
With a substantial portfolio, wealth preservation is just as important as growth. The stocks recommended in this report are designed to withstand market fluctuations, helping you protect your wealth in the face of economic uncertainty while still achieving your financial objectives.
Take Advantage of Exclusive Insights
As a Sharewise client, you get access to institutional-grade research and insights that are typically reserved for large institutional investors. This report provides you with the tools to stay ahead of market trends, empowering you to make decisions based on the most up-to-date and relevant information.
Performance Matters.
Numbers don't lie. Our performance stats are a testament to our investment prowess.
+26.49%
Our ASX return for FY25
vs. Market Return of 10.21%
+13.35%
Our ASX return for FY24
vs. Market Return of 7.80%
+12.90%
Our ASX return for FY23
vs. Market Return of 8.63%
Past performance is not indicative of future performance.
Your Investment Journey to Wealth Creation.
Discover how Sharewise helps you build lasting wealth through expert advice, market intelligence, and proactive portfolio support — every step of the way.
What Our Clients Are Saying!
Excellent company that provides lots of share opportunities to consider. Always available if you need to call and discuss the best options.
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Very happy with Lachlan Callaghan at Sharewise. He understands our goals and we understand the strategy to get there. Great communication and quick responder. Very happy.
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Jonah Payne has been patient, friendly, honest,& professional. . Always keeps me informed with the progress of my shares. I’m happy with his knowledge of the market.
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Your Success in the Market Starts Here.
Our free stock reports are built on the same principles that guide our investment process: clarity, precision, and a data-driven approach. Each report distils technical and fundamental insights into what matters most — opportunities, risks, and the signals shaping market direction.
No hype. No filler. Just research designed to help you make informed, confident decisions.
Data-Driven Decisions
Our investment philosophy combines technical and fundamental analysis to uncover opportunities and manage risk with precision. Every recommendation is backed by data, research, and professional expertise — ensuring each move is informed and strategic.
Superior Strategy
We take a diversified, multi-asset approach to investing, balancing risk and reward across global markets. This strategy is designed to enhance returns, manage volatility, and protect your portfolio through all market cycles.
Resilient and Adaptable
Markets evolve — and so do we. Our team proactively adjusts strategies in response to global economic and political shifts, positioning portfolios to capture growth during bullish phases and remain resilient during downturns.
Effortless Portfolio Oversight
Your dedicated advisor manages the day-to-day performance of your portfolio while you remain in control of all trading decisions through our non-discretionary structure. This balance of professional management and client approval provides transparency, accountability, and confidence.
Strategic Risk Management
We carefully balance position sizes, correlations, and volatility to safeguard your investments. Through ongoing, proactive risk assessment, we maintain portfolio resilience and stability across changing market conditions.
Curated Market Insights
Our in-house analysts deliver institutional-grade research and stock recommendations, giving you access to the same calibre of insight used by professional investors.
Hear From More Happy Clients!
Great company, great communication and advise. Lachlan’s experience and professionalism is always well received. I highly recommend Lachlan as an advisor.
Domenic B.
We changed broker during the year as we were not getting great results. So glad we joined up with Harry at Sharewise. He has taken the time to genuinely get to know us and discuss our investing strategy. He is always quick to answer a text or phone call. And so far I can say that our portfolio is looking far healthier than it was before the switch.
Lisa H.
Harry has been a marvel - very helpful and chases me down on suitable stocks.
Can recommend them for great service and approaches.
