ETFs Simplified (Part 2)
Traditionally, investors looking to hold a portfolio of index weighted stocks had two choices; invest in a mutual or managed fund, or attempt to partially replicate an index by buying some of the stocks within that index. Both of these methods have their disadvantages. Using managed funds leaves your money at the hands of a […]
Exchange Traded Funds Simplified
With the planned launch of our new ETF trading methodology fast approaching, I thought it would be timely to explain what ETF’s are and how they work. What is an Exchange Traded Fund (ETF)? An exchange-traded fund (ETF) is an investment fund that trades on a stock exchange just like stocks. An ETF holds assets […]
Why Traders Plan Trades
As traders we constantly hear the advice that we should develop and stick to a trading plan. For some of us this is easy to adhere to, whilst others struggle with the concept and the reality of sticking meticulously to the rules they have defined in a strict trading plan. One of the main reasons […]
Using technical analysis
Once each month I participate in a segment on SKY business where I am asked to find and comment on 3 stocks that are a fitting buy, hold or sell. The segment is shown 2 -3 minute segment to shown the following day around midday on Chanel 602 on Foxtel. I use technical analysis tools […]
Traders Story – YTE Sept/Oct 2014 Edition
TRADER’S STORY Get to know your fellow traders. YTE speaks to trader Neville Harris How and when did you first become interested in the markets? I first became interested in the markets in the early 1960’s. A fellow student at the time owned shares in Mt Isa Mines which was going through intense industrial disputation. […]
Massive misinterpretation by leading AFR journalist
I refer to the article below that appeared in the print and online editions of the Australian Financial Review on Thursday 20th November 2014. http://www.afr.com/p/markets/the_dangers_of_trying_to_time_the_PUTjG4owyXs0i7lLsAB5hM Philip wrote this article in response to a journal that I posted on Wednesday 12th November 2014 in the Gary Stone Journal: http://blog.sharewealthsystems.com/?p=3185 With respect, Philip Baker totally missed my […]
How to find the Outperforming stocks right now
Finding and focusing on stocks that are out-performing the general market can be considered one of the keys for achieving consistent returns in the stock market. Investing and trading this way is based on the concept of Relative Strength Comparison (RSC) and the theory that stocks that are currently outperforming the overall market will generally […]
Marketing misinformation from the so-called investing professionals
Every investor that has money in managed funds or has thought of investing money with managed funds needs to read this. Take look at this schematic published by the largest fund manager in the world, Fidelity. The whole flyer can be found here: https://www.fidelity.com.hk/static/pdf/investor/en/volatile-market/time_in_the_market.pdf Note that it also had the backing of MorningStar and MSCI, […]
S&P500 short-term outlook
Over the last month the S&P500 has had a sharp fall followed by a sharp rise, as have most other equity indices around the world. Two weeks ago I suggested then that equity markets had a little further to fall and that there was a high probability that this would be followed by a short […]
Industry Biases (Part 2)
Kicking right off where I left last week, I’m turning my focus back to the Robin Bowerman article called – The perils of market-timing and over-confidence. If you haven’t read the article, you can do so here. https://www.vanguardinvestments.com.au/retail/ret/articles/insights/smart-investing/The-perils-of-market-timing-and-over-confidence.jsp?utm_source=SmartInvesting&utm_medium=email&utm_campaign=October2014 I agree with Robin that humans can certainly suffer from over-confidence and “illusory superiority” in many parts […]