Performance during rising and sideways markets
This week’s blog looks at our momentum ‘equities and cash’ strategy’s performance during rising and sideways markets. I have put this week’s posting together in response to a question by a reader of last week’s blog. His question is repeated here: “Gary, is it possible to compare these strategies from a more recent common start […]
The largest loss trade
As traders and investors, forgetting the past is not always a good thing. In order to learn and grow as successful investors we must learn from past mistakes and put rigour and rules in place to overcome the variables at play in the market – variables over which we have no control. The “largest loss […]
Superannuation and the true cost of fees
The Australian superannuation industry has been in the news again this week with researchers Dr David Ingles and Josh Fear from The Australia Institute revealing some very interesting numbers on the industry. Their findings and research make interesting reading. I have extracted some information from their findings which add to my persistent calls for people […]
Benefits of Hedging a Portfolio
Last week I discussed SPA3 risk profiles and the differing effects that each have on overall portfolio performance. This week I’d like to discuss the benefits of using a hedging strategy to offset potential losses from a long only, medium-term equity trading strategy such as SPA3. When I set about designing and developing the SPA3 […]
Market Volatility
One of the major issues facing traders and investors in the current market climate is the extreme levels of volatility being experienced by all the world’s share market indexes. These extreme levels of volatility are also being experienced in almost all the world futures, currency, and commodity markets as traders and investors of all shapes […]