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Monthly Archives: June 2010

Managed Accounts 2nd Quarter Performance Update

Posted on June 30, 2010 by admin

A very quick update to let you know that our average performance for the quarter was -0.77%. Over the same period the ASX 200 index was down by -11.2%. This means we beat the index by 10.43% for the quarter … Continue reading »

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Options Make Money – If You Manage Them Well

Posted on June 30, 2010 by admin

Options are powerful investment instruments, where both risks and returns can potentially be much greater than share trading. The trick is in using them to maximise upside, whilst limiting the downside. Forming a View on Market / Stock Direction Buying … Continue reading »

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William Shaw contributes to www.thebull.com.au

Posted on June 23, 2010 by admin

Shawn Uldridge – our Head Equities Strategist here at William Shaw Securities is a regular contributer to www.thebull.com.au Periodically we are asked to contribute 6 share trading recommendations; 2 buy, 2 Hold and 2 Sell. Some of these recommendations are … Continue reading »

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Risks and Rewards – Why Realism Pays in Managed Funds

Posted on June 23, 2010 by admin

Investors can be seduced by headline attractive return rates for some managed funds. A cool head and a longer term outlook are valuable assets when considering a managed fund investment.

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Managed Accounts Investment Notification – Sale of BHP and WPL

Posted on June 22, 2010 by admin

While the decision to sell was a littler earlier than we had initially targeted, we still want to maintain a high level of caution in the market as it accelerates on the upside. The market reached 4610 points or thereabouts after touching a low of 4200 just one month ago, and this represents a 20% total move (10% down and then back up again). We targeted 4650 in any case, and 40 points is not a lot, considering that volatility. Continue reading »

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Managed Accounts Investment Notification – Sale of AIO

Posted on June 18, 2010 by admin

Since purchase of AIO and GPT, the domestic market has been strong, as expected. At this point we see further upside running into the end of financial year as institutions window dress investment performance, which would allow us the opportunity to do some further selling. Continue reading »

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Managed Funds – Why You Need Professionals

Posted on June 16, 2010 by admin

Good professionals should not only take the leg-work out of managed funds research and selection. Their expertise can also help guide an investor through potential caveats, in addition to highlighting potential attractive investment opportunities.

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Managed Accounts Investment Notification – Sale of GPT

Posted on June 11, 2010 by admin

Good evening, today we sold our position in GPT at our target price. We received just a touch over $2.86 per share. After taking into consideration the dividend of 3.5c we made a gross profit of 11.5% in two and … Continue reading »

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How To Select The Best Managed Fund

Posted on June 9, 2010 by admin

With literally thousands of managed funds available, selecting a good one can be a daunting task. Following a few simple guidelines will assist in picking a sound one.

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