Gold higher, Health Care advance broadening

The All Ordinaries index put in another solid week with a performance of +1.52% which was a follow-through from the prior week’s breakout. Strong appreciation in the Energy, Information Technology and Industrials sectors drove the robust result. All sector indices contributed positive performance for the week except the Communications sector, which fell 1.85% driven in … Read more

Performance Metrics Table

The Performance Metrics table is located on the All Trades page. The statistics shown on this table provide valuable information about how the strategy has performed in the past and gives investors critical insights into how we think about our investment strategy. The column titled W/L Ratio (or win/loss ratio) is the most important column … Read more

Sector Allocation Chart

The Sector Allocation chart is located on theĀ Current HoldingsĀ page. The pie chart shows the Model Portfolios equal weighted percentage allocation to each sector. Note: This chart does not take into account the profit or loss of each holding. The pie chart represents what your portfolio would look like if you invested an equal amount in … Read more

Open Profit % Chart

The Open Profit % chart is located on the Current Holdings page. The chart shows the percentage of unrealised profit on each stock currently held in the Model Portfolio. We calculate unrealised profit percentage in the following way: unrealised profit percentage = (current price/ purchase price) – 1 Table Tools Sort: You can sort the … Read more

Current Holdings Table

The Current Holdings page provides details of the stocks that are currently in our model portfolio. The current holdings table displays the following information: ASX code and name of the company; date we bought the stock; price we bought the stock at; current price of the stock; and percentage profit on our holding New members As a new member of our strategy, … Read more