Category Archives: Managed Account Investment Notifications
Managed Discretionary Accounts – Sale of Westpac (WBC)
Posted on February 18, 2011 by
Today we made the decision to sell our position in Westpac Bank for the managed discretionary accounts portolfio. This was precipitated by a Q1 trading update out from another Big Bank the ANZ. The sale at $24.29 represents a trading profit of 4.5% however we have also collected a dividend of 74c back in December which increases the total gross profit to 7.8% over 18 weeks. WBC is also trading at or near 9 month highs. Continue reading »
Managed Discretionary Accounts – Sale of AMP and AIO
Posted on February 10, 2011 by
Good morning, Monday this week our holdings in AMP and AIO were sold at a profit of 8% and 10% respectively, adding a gross 2.7% to the value of the overall portfolio. The market generally has had a Jan/Feb rally … Continue reading »
Managed Discretionary Accounts – Purchase of AIO
Posted on January 12, 2011 by
Today a purchase has been made in Asciano (AIO) shares for 15% of the portfolio at $1.525 per share. AIO is Australia’s largest port and rail operator with operations that include Pacific National and Patricks container terminal business. Continue reading »
Managed Discretionary Accounts – Purchase of BSL and Market Update
Posted on October 14, 2010 by
I’m sure any of you who have read the newspaper lately have read about the impending second round of Quantative easing (QE2) from the US Federal Reserve, which the market would have you believe will happen any day. It would seem that ‘the market’ also believes that this will be catalyst for the next leg up in equities. As a result equities have been very buoyant in anticipation of QE2, even in the face of poor-ish jobs numbers in the US. Continue reading »
Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Funds, Share Trading Recommendations, Trading Updates
Tagged Buy Shares, Buying Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Stock Broker, Stock Brokers, stockbroker
Managed Discretionary Accounts – Sale of BHP and Purchase of WBC
Posted on October 11, 2010 by
With approximately 16% of the account in BHP, the investment returned (including dividend) a gross profit of $3.50 or a 1.48% gain on the overall portfolio in six weeks. BHP had run back up to near highs since the purchase date in the face of a rising Australian Dollar and the continued uncertainty around their bid for Potash of Saskatchewan. Overall BHP reached our target profit of 10% and as it was nearing the top of its current trading range we decided it was a good idea to take the profit. Continue reading »
End of Quarter Managed Discretionary Account Update
Posted on October 1, 2010 by
As some of you will no doubt have noticed we locked in profits on both WBC and WPL (profits of 7.72% and 6.17% respectively) earlier in the week. We felt that given the huge rally across the board in September it was prudent to lock in the profits. In hindsight that has turned out to be an excellent decision as the market has fallen since we exited the positions. Continue reading »
Managed Discretionary Accounts Investment Notification – Sale of Lend Lease (LLC)
Posted on September 2, 2010 by
Good morning, Thursday we were given the opportunity to sell our position in Lend Lease for our Managed Discretionary Accounts. Last month the company reported what appeared to be, in our opinion, an excellent result (ahead of expectations), but the … Continue reading »
We’ve gone completely ‘off model’
Posted on August 26, 2010 by
While meeting with a marketing agency last week I was asked to explain what was different about the way we invest. What is our ‘key point of difference’ compared to, say, your average managed fund. By far the most significant difference is that we don’t use a model portfolio. In this way we also differentiate ourselves from the majority of IMA’s and SMAs (Individually and separately managed accounts) because they also all use model portfolios. Continue reading »
Managed Accounts Purchase of BHP
Posted on August 22, 2010 by
On Friday, a parcel of BHP shares was purchased for the Managed Accounts at $37.85, a technical entry at the bottom of its current trading range. Continue reading »
Managed Accounts Trading Notification – Purchase of WBC
Posted on August 17, 2010 by
On Monday morning we purchased WBC shares for the managed accounts portfolio at a touch under $22.19 (trading $22.87 as we type) Continue reading »
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