Artificial
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+Actual
intelligence.

Introducing AI Model Portfolios

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Kien Trinh
Head of Research
Kien Trinh Head of Research

Insights & Events

Is your portfolio ready for FY2027?
Live Webinar

Is your portfolio ready for FY2027?

Tuesday Jun 23, 2026
12:30pm - 1:30pm AEST

Presented by:

Mathew Potts

Mathew Potts

Member Relationship Manager

Robert Manfre

Robert Manfre

Stock Doctor UX Manger

Markets continue to shift, shaped by changing economic conditions, global uncertainty, and evolving investment themes such as AI, resources, healthcare, and energy.

For many investors, the challenge is no longer access to information, but how to translate it into clearer, better‑structured investment decisions.

The key question is: Is your portfolio ready for FY2027?

Join Stock Doctor Relationship Manager Mathew Potts and Stock Doctor UX Manager Robert Manfre for an exclusive Stock Doctor webinar, where we focus on what matters, not the noise.

In this session we will cover:

  • Reviewing existing holdings and assessing portfolio quality
  • Identifying and evaluating opportunities across emerging market themes and sectors
  • Exploring our new AI Model Portfolios - how to harness AI while remaining DIY
  • Building a repeatable investment process supported by quality research, data and insights

Whether you're already familiar with Stock Doctor or exploring the platform for the first time, this practical session will demonstrate how investors use the platform to research opportunities, monitor holdings and make more informed investment decisions.

We'll also introduce our new membership tiers and outline the limited-time EOFY pricing currently available across the platform.

Register now

Is your portfolio ready for FY2027?

Tuesday Jun 23, 2026
12:30pm - 1:30pm AEST


Feature
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Important: This communication is provided by or on behalf of Lincoln Indicators Pty Limited ABN 23 006 715 573 (Lincoln), as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 for information and educational purposes only. This content may contain general financial product advice. It has been prepared without taking account of your personal circumstances and you should therefore consider its appropriateness in light of your objectives, financial situation and needs, before acting on it. Investments can go up and down. Past performance is not a reliable indicator of future performance. Shares and other investments may go up and down in value, and their past performance may not be repeated and gives no guarantee of future performance. Information in this communication was current as at the date of its preparation, unless otherwise stated, and may be subject to change.

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