Tag Archives: Share Trading Recommendations
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 »
Our latest contribution to www.thebull.com.au
Posted on September 29, 2010 by
Afternoon everyone, As you all know from time to time we are asked to contribute to the financial news site www.thebull.com.au Each time we are asked to give 6 share trading recommendations, 2 buy, 2 hold and 2 sell. The … Continue reading »
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 »
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 »
New article published in 'The Bull' 2 Buy 2 Hold 2 Sell Recommendations
Posted on August 9, 2010 by Steve
Good afternoon all, here is the link to Shawn’s latest article in ‘The Bull’. This week he, along with two other stock brokers have given 2 Buy, 2 Hold and 2 Sell recommendations of a variety of differnt stocks. Click here to read this weeks article. Continue reading »
Managed Accounts Put Options Purchase
Posted on July 9, 2010 by Steve
As it stands, the data coming out of the US and Europe is still very mixed, even after a 2 day rally in the DOW the market remains on tenterhooks. The story that has people’s attention can be summed up by a recent headline: “You can’t fix a debt problem with more debt”. Continue reading »
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