Category Archives: Managed Funds
Managed Discrestionary Accounts – Sale of Bluescope Steel (BSL)
Posted on February 23, 2011 by
On Monday we made the decision to sell our position in Bluescope Steel at $2.27, at a profit of just over 4%. The move was prompted by a lower-than-expected 1H net loss of $55M against an expected loss of $30M. Further, the company has forecasted a break-even second half which effectively bundled in a downgrade with the results announcement. Continue reading »
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 »
William Shaw contributes to the Bull Stock Market Newsletter
Posted on December 7, 2010 by
Click here to read the latest stock picks from Shawn Uldridge
Managed Accounts Investment Notification – Purchase of AMP
Posted on November 22, 2010 by
Good afternoon, On Friday afternoon we purchased AMP to the value of 15% of the portfolio, at $5.11 per share for the Managed Discretionary Accounts. AMP is a changing story – the renewed bid for AXA Asia Pacific changes the … 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
William Shaw Managed Accounts outperform the ASX 200 by 1.5% in August
Posted on September 10, 2010 by
As 2010 marches on and we move swiftly toward the end of another year our Managed Discretionary accounts continue to outperform. During August we performed 1.5% better than the ASX 200 Accumulation index (which means we outperformed the majority of managed funds as well). 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 »
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