Let Marcus Today Do the Hard Work for You
A proven market-timing strategy designed to deliver growth while minimising risk.
Invest Smarter with Marcus Today
The Marcus Today Strategy Portfolio allows you to invest using the same proven approach that has delivered strong results for our newsletter members since 2018.
Designed to capitalise on market trends and sector themes while managing risk, it intends to be an actively managed, low-volatility portfolio built with Australian-listed Exchange Traded Funds (ETFs).
Whether you’re growing wealth or preserving capital, we do the hard work so you can focus on what truly matters.
Why the Strategy Portfolio Stands Out
Proven Strategy
Based on a successful mandate running since 2018.
Active Risk Management
Ability to move to 100% cash to protect against downturns.
Low-Volatility Approach
Focused on minimising drawdowns and targeting growth.
ETF-Based Diversification
Broader exposure with lower individual stock risk.
Global Opportunities
Invests in international markets via Australian-listed ETFs.
Is This Portfolio Right for You?
The Strategy Portfolio is ideal for investors who:
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Value the Marcus Today approach to investing.
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Want clarity on exactly how much they are exposed to in an investment.
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Are comfortable with moderate to high risk/return profiles.
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Prefer a professionally managed solution using ETFs rather than trading stocks directly.
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Seek long-term growth while minimising losses during market downturns.
Portfolio Highlights
Market-Timing
Focused on exploiting bull markets and macro themes.
ETF Focus
Theme-based, diversified, and lower risk than stock-picking.
Risk Management
Can move up to 100% cash when required.
International Exposure
Access global markets and themes through Australian-listed ETFs.
Proven Track Record
Running successfully for Marcus Today newsletter members since 2018.
Simple,
Transparent Costs
| Management Fee | 1.00% p.a. |
| Recommended Minimum Investment | $50,000 |
| Suggested Timeframe | 5 years or longer |
| Holdings | Typically 5-10 ETFsFor diversification and focus |
How to Get Started
1
Step One
Open an Account with Marcus Today Managed Portfolios: Click ‘Get Started’ to register with our platform partner, OpenInvest.
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Step Two
Select the Marcus Today Strategy Portfolio and Deposit Funds: Start by making an initial deposit of $50,000 or more.
3
Step Three
Let Us Manage the Rest: We’ll manage the portfolio according to our proven strategy, keeping you informed every step of the way.
What Our Members Say About the Newsletter
The Marcus Today newsletter is both informative and entertaining. The daily format, which is updated regularly, keeps you across all events as they happen. The most valuable part is the stock tips and, more importantly, knowing when to hold them and when to fold them. Marcus Padley and Henry Jennings are a wealth of stock market knowledge, complementing each other with their insightful analysis!
Amidst the sea of unwanted and misleading advertisements for financial (and other) products that confront us in this modern world, the place I retreat to for open, honest, and helpful commentary on the stock market is Marcus Today. They don’t try to sell you anything beyond a subscription to the newsletter, the cost of which I recovered at least ten times over on my first investment based on their ideas.
The team at Marcus Today provides by far the best stock market newsletter subscription I’ve come across, and that’s after trying most of them. I have greatly increased my investing knowledge through their expert commentary and regular educational pieces, and my ever-growing trading account reflects the many successful trades and investments I have followed them on over the years.
Still Have Questions?
About the Strategy Portfolio
What is the Marcus Today Strategy Portfolio?
The Marcus Today Strategy Portfolio is a professionally managed portfolio designed to capitalise on market trends and sector themes using Australian-listed Exchange Traded Funds (ETFs). It aims to deliver long-term growth while managing risk through active market timing and diversification.
Who manages the Strategy Portfolio?
The portfolio is managed by the experienced investment team at Marcus Today, led by Marcus Padley. The team actively monitors market conditions and adjusts the portfolio to align with its mandate.
How is the Strategy Portfolio structured?
The portfolio aims to invest in 5-10 ETFs, providing exposure to specific global and local markets, sectors, or themes. During periods of market uncertainty, it has the flexibility to move up to 100% cash to help manage risk.
Investing in the Strategy Portfolio
How do I invest in the Strategy Portfolio?
You can invest in the Strategy Portfolio through our platform partner, OpenInvest. Simply create an account, select the Marcus Today Strategy Portfolio, and deposit your initial investment.
What is the minimum investment amount?
The recommended minimum investment for the Strategy Portfolio is $50,000.
Do I get a discount for larger investments?
Yes, investments over $500,000 qualify for a fee discount, with greater discounts available at higher investment levels. For full details, please refer to page 12 of the Product Disclosure Statement on the OpenInvest platform.
Do you offer promotional codes?
No, Marcus Today does not offer promotional codes. This field appears during the application process because other providers on the OpenInvest platform use them. Simply leave it blank and continue your application.
What are the fees associated with the Strategy Portfolio?
The Strategy Portfolio has management and platform fees, with no outperformance fee. To see an estimate of the costs based on your investment amount, you can use the Fee Calculator on the OpenInvest platform before making your initial investment.
If you need assistance interpreting this information, we recommend seeking advice from a licensed financial professional.
What is the recommended investment timeframe?
We recommend a minimum investment timeframe of five years to allow the portfolio to achieve its growth objectives.
Performance & Risk Management
What is the expected performance of the Strategy Portfolio?
While past performance is not indicative of future results, the Strategy Portfolio is designed to outperform during market uptrends and minimise losses during downturns through active market timing.
What are the risks of investing in the Strategy Portfolio?
As with any investment, the Strategy Portfolio carries risks, including market risk, currency risk, and liquidity risk. Our team actively manages these risks, but investors should be aware of the potential for losses.
How does the portfolio manage risk?
The Strategy Portfolio can move up to 100% cash during periods of market uncertainty, providing a defensive strategy to minimise losses. Additionally, the use of ETFs reduces individual stock risk.
Managing Your Investment
Can I add or withdraw funds from my investment?
Yes, you can add or withdraw funds at any time through the OpenInvest platform. Withdrawals typically begin with the selling down of investments, with funds generally returned within 5-10 business days, depending on market conditions and the nature of your holdings.
How often is the portfolio reviewed or adjusted?
The Marcus Today investment team reviews the portfolio daily and makes adjustments as necessary to align with market conditions and the portfolio’s objectives.
How can I track the performance of my investment?
You can monitor the performance of your investment through your account on the OpenInvest platform, which provides daily updates on your portfolio.
Can I access reports and key documents for my investment?
Yes, all essential reports and key documents related to your investment, including transaction statements and tax reports, are available through the OpenInvest Investor Portal.
Support & Compliance
Can I speak to someone about whether this portfolio is right for me?
We do not and cannot provide advice tailored to your personal financial situation. If you need to determine whether this product is suitable for you, we recommend consulting a licensed financial adviser. We can only provide general advice, which explains the product in broad terms but does not consider your individual circumstances.
What if I need help with the platform or my account?
For technical support or platform-related queries, please contact OpenInvest’s customer service team. Their details can be found on the OpenInvest website.
Does Marcus Today provide personalised financial advice?
No, Marcus Today does not provide what is known in the industry as personal financial advice. This refers to advice tailored to your individual financial circumstances. If you discuss your personal financial situation with us, we are required to direct you to a licensed financial adviser who can provide personalised advice.
We have deliberately chosen not to offer personal financial advice under our licence. If you are seeking this service, our friends and colleagues at Clime Investment Management can assist. They are licensed to provide personal financial advice and have a team of advisers across most states. To view their advisers, please visit the Financial Planning section on the Marcus Today website.
Additional Information
What happens to my investment if the market drops significantly?
The Strategy Portfolio is designed to actively manage risk during significant market downturns. It may reduce exposure to markets by moving to cash or cash-equivalent investments where appropriate. While this approach aims to minimise losses and protect capital, it does not guarantee against losses in all market conditions.
What types of ETFs does the portfolio invest in?
The portfolio invests in Australian-listed ETFs that provide exposure to domestic and international markets, specific sectors, and macroeconomic themes.
Is the Strategy Portfolio suitable for all investors?
The Strategy Portfolio is suited to investors with a moderate to high risk appetite who are looking for long-term growth and are comfortable with market volatility.
Can I invest in the Strategy Portfolio if I’m not a Marcus Today member?
Yes, the Strategy Portfolio is available to all investors through the OpenInvest platform. A Marcus Today newsletter subscription is not required.
Ready to Invest?
If you have a specific question, please email it directly to invest@marcustoday.com.au, and we’ll be happy to assist.
