Starting with an investment of $80,000—
Our system grew the
SPA3 Investor ASX Portfolio to $195,630
ASX200 Accumulation Index reached $121,057
Hostplus Super Balanced Fund increased to $119,224
The SPA3 Investor ASX Portfolio equity curve is the result of an average of 2.12 trades per month that have strictly adhered to executing the well-defined entry and exit rules on the day they occurred. The maximum fall in the SPA3 Investor ASX Portfolio value was 14.62% on 14 May 2020, compared to the Hostplus Balanced Fund declining by 16.6% in the same month. The SPA3 Investor ASX Portfolio equity curve includes all dividends and brokerage fees. It does not include franking credits or the flat fees for using SPA3 Investor, viz., $85/month or $900p.a. The Case Study available for download shows the actual trades conducted since 1 January 2019.
All the trades since 1 January, 2016 are available upon request.