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Our Performance.

The SPA3 Investor Portfolio is a real-money, live executed “Model” portfolio used to demonstrate the achievable returns on the ASX when following this unique timing strategy consistently.

The performance shown is the result of using the SPA3 Investor strategy to actively manage a portfolio of 9 open positions at any one time. Capital is proportioned equally across these 9 positions, which are chosen from a list of 41 Household name stocks listed on the ASX. Positions are filled on a first-come, first-serve basis based on the entry and exit signals generated by our proprietary timing indicator.

Others will have you believe only the pros can successfully time the market. We've shown that with the right strategy, anyone can!

Our Performance.

The SPA3 Investor Portfolio is a real-money, live executed “Model” portfolio used to demonstrate the achievable returns on the ASX when following this unique timing strategy consistently.
The perfromance shown is the result of using the SPA3 Investor strategy to actively manage a portfolio of 9 open positions at any one time. Capital is proportioned equally across these 9 positions, which are chosen from a list of 41 Household name stocks listed on the ASX. Positions are filled on a first-come, first-served basis based on the entry and exit signals generated by our proprietary timing indicator.

Others will have you believe only the pros can successfully time the market. We've shown that with the right strategy, anyone can!

SPA3 INVESTOR
ASX

-2.59%

ASX200 ACCUM
INDEX

10.13%

HOSTPLUS
INDEX BALANCED

8.50%

SPA3 INVESTOR
ASX

5.14%

ASX200 ACCUM
INDEX

10.16%

HOSTPLUS
BALANCED

13.07%

AUSTRALIAN SUPER
BALANCED

9.80%

AUSTRALIAN SUPER
HIGH GROWTH

10.72%

Hostplus & Australian Super returns are after-fees.

SPA3 INVESTOR
ASX

17.19%

ASX200 ACCUM
INDEX

8.42%

HOSTPLUS
INDEX BALANCED

7.96%

SPA3 INVESTOR
ASX

19.08%

ASX200 ACCUM
INDEX

9.42%

HOSTPLUS
BALANCED

9.41%

AUSTRALIAN SUPER
BALANCED

9.14%

AUSTRALIAN SUPER
HIGH GROWTH

10.21%

Hostplus & Australian Super returns are after-fees.

SPA3 INVESTOR
ASX

12.83%

ASX200 ACCUM
INDEX

8.48%

HOSTPLUS
INDEX BALANCED

7.89%

SPA3 INVESTOR
ASX

15.38%

ASX200 ACCUM
INDEX

8.80%

HOSTPLUS
BALANCED

9.41%

AUSTRALIAN SUPER
BALANCED

9.14%

AUSTRALIAN SUPER
HIGH GROWTH

10.09%

Hostplus & Australian Super returns are after-fees.

SPA3 INVESTOR
ASX

136.14%

ASX200 ACCUM
INDEX

70.39%

HOSTPLUS
INDEX BALANCED

59.85%

SPA3 INVESTOR
ASX

162.45%

(16.46% p.a.)

ASX200 ACCUM
INDEX

80.57%

(9.78% p.a.)

HOSTPLUS
BALANCED

76.88%

AUSTRALIAN SUPER
BALANCED

70.30%

AUSTRALIAN SUPER
HIGH GROWTH

77.77%

Stockspot, Hostplus & Australian Super returns are after-fees.
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 18.68% on 25 February 2022.

All the trades since 1 January, 2016 are available upon request.

FEES:

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 $900/year. 

Why Fees Aren't Included:

Most managed/mutual funds, Super funds etc. charge Percentage Based Fees on Funds Under Management (FUM). Meaning as the value of your investment portfolio increases, so to do the $ fees you pay to these funds.

Conversely, Share Wealth Systems uses a Flat Fee Model, meaning the $ amount you pay for our services (including on-going education, support, buy and sell alerts, software maintenance and improvements, securities data, etc.) does not change as the amount you invest increases.

In this regard, the impact our flat fee has on the returns of a portfolio diminishes as the amount invested increases. 

The table below depicts the impact of an $85pm flat fee on portfolio performance with varied amounts of starting capital. The figures are derived from 5 portfolio simulations that mimic (as best as possible) the trades taken to produce the real-money SPA3 Investor ASX Portfolio equity curve shown above (from 1 Jan 2016 to 30 March 2022). Differences in "before fee" figures are due to simulations with larger amounts of starting capital receiving more dividends and having a comparatively greater % of total capital invested in certain individual positions over the life of the portfolio.

Choosing the lesser $900pa fee would further reduce the impact our flat fees have on the annualised returns shown below.

Note: franking credits are NOT included in the performance results shown. For larger portfolios, franking credits can more than offset the ongoing monthly flat fees charged by Share Wealth Systems.
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 18.68% on 25 February 2022.

All the trades since 1 January, 2016 are available upon request.

FEES:

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 $900/year. 

Why Fees Aren't Included:

Most managed/mutual funds, Super funds etc. charge Percentage Based Fees on Funds Under Management (FUM). Meaning as the value of your investment portfolio increases, so to do the $ fees you pay to these funds.

Conversely, Share Wealth Systems uses a Flat Fee Model, meaning the $ amount you pay for our services (including on-going education, support, buy and sell alerts, software maintenance and improvements, securities data, etc.) never changes, regardless of how much money you choose to invest.

In this regard, the impact our flat fee has on the returns of a portfolio diminishes as the amount invested increases. 

The table below depicts the impact of an $85pm flat fee on portfolio performance with varied amounts of starting capital. The figures are derived from 5 portfolio simulations that mimic (as best as possible) the trades taken to produce the real-money SPA3 Investor ASX Portfolio equity curve shown above (from 1 Jan 2016 to 30 March 2022). Differences in "before fee" figures are due to simulations with larger amounts of starting capital receiving more dividends and having a comparatively greater % of total capital invested in certain individual positions over the life of the portfolio.

Choosing the lesser $900pa fee would further reduce the impact our flat fees have on the annualised returns shown below.

Find out if the SPA3 Investor Strategy is right for you:

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Find out if the SPA3 Investor Strategy is right for you:

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General Disclaimer
Before making an investment decision on the basis of computer software, the investor or prospective investor needs to consider, with or without the assistance of a securities adviser, whether the advice is appropriate in light of the particular needs, objectives and financial circumstances of the investor or prospective investor.

Investments can go up and down. Investors and prospective investors need to recognise that past returns are not a reliable indicator of future returns. Investing in quoted securities involves numerous risks including but not limited to market risk, sector risk, company risk and liquidity risk. Investors and prospective investors should ensure that they understand the risks involved and have strategies to manage and minimise the negative impact that these risks may cause. If you have any questions, please contact Share Wealth Systems.

In providing the computer software packages, Share Wealth Systems does not take into account the investment objectives, financial situation and/or needs of any particular person.