Tag Archives: Managed Accounts
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 »
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 »
Have our recommendations added value to your portfolio?
Posted on August 16, 2010 by
Have you followed any of our trades? Or have you simply filed our emails away with the 100’s of other emails you receive regarding investments each day? Our guess is probably the latter. To those of you who have taken action and followed our recommendations: congratulations, your Super or trading account is looking all the more healthy for it. Continue reading »
If we were fund managers we'd be 'fund manager of the year 2010'
Posted on August 2, 2010 by Steve
I read with some interest an article about the ‘2010 fund manager of the year’. While we do operate in the ‘managed funds’ space, what we offer isn’t strictly speaking a managed fund, never the less I wanted to read about what it took to be fund manager of the year. Continue reading »
Posted in Managed Funds
Tagged Managed Accounts, Managed Funds, managed investments, Managed Share Investments
Managed Accounts Share Trading Notification – FMG Purchase
Posted on July 23, 2010 by Steve
On Friday we purchased a position in Fortescue Metals Group (FMG) at just under $4.20 per share. The purchase brings our market exposure to around 70% with 60% of this amount protected with put options. Continue reading »
Managed Accounts 2nd Quarter Performance Update
Posted on June 30, 2010 by Steve
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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