Recent Posts

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SPA3CFD for ASX / Re: MVRS
« Last post by Campbell Sinclair on 11/02/2019, 12:49:39 PM »
Hi Everyone,

I have updated the Saxo Capital Markets MVR file.

For those that wish to check these details in future, here is the web page:
http://au.saxomarkets.com/prices/cfds/available-cfds, or
http://sg.saxomarkets.com/prices/cfds/available-cfds,

Also see this post for instructions on making your own if you wish to update the provided file.
http://www.sharewealthsystems.com/forum/index.php/topic,2685.msg13062.html#msg13062

New MVR file is attached.

Regards,
Campbell
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SPA3 Investor / Re: Tax and Dividends
« Last post by Andre Lang on 01/02/2019, 02:22:05 PM »
Thanks Gary that's exactly the answer I was expecting.
Makes total sense.

Ive really only started taking it more seriously in the past few months and now we are home in Aus again full time I will take some time to set everything up.

Thanks
Andre.
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SPA3 Investor / Re: Tax and Dividends
« Last post by Gary Stone on 31/01/2019, 10:46:12 AM »
Andre,

The entity through which you invest makes a huge difference as there can be widely varying tax rates - income and CGT - viz., personal capacity with marginal PAYG tax rates, trust, company, SMSF or quasi-SMSF (e.g. ChoicePlus).

That said, there are definitely periods, which could be many years, over which there will be little difference between buy and hold of a low cost index ETF (with dividend reinvestment) and executing an active portfolio with SPA3 Trader or SPA3 Investor. In fact, a great performing index ETF such as IJH will mostly win over many periods.

However, research and execution shows that beating the median of Balanced & Diversified Managed Funds, where close to 90% or people have their long-term retirement monies invested, is not difficult to do with SPA3 Investor over the long-term. Such funds' long-term annualised median returns in Australia and the U.S. run at around the low 7% mark.

Your observation is correct that the system (SPA3 Trader & SPA3 Investor) will really shine when there is a large correction is at the crux of systematic (overall market) risk management, that is, moving 100% in cash during severe market downturns.

This is why we talk about SoRRi (Sequence of Returns Risk) so much these days. which basically says that the closer to (or during) retirement that a severe decline occurs in the market the bigger effect it will have on one's wealth.  So the focus becomes protection while still taking some risk to continue growth.

We will be releasing a White Paper in the coming months that discusses ideas using the Core Satellite framework of strategy allocation to have a mix of strategies including B&H in index ETFs and active management that achieves growth but also will protect an allocation of wealth by moving 100% into cash for that allocation.

Regards
Gary
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SPA3 Investor / Tax and Dividends
« Last post by Andre Lang on 30/01/2019, 03:02:08 PM »
Hi guys, had a question I was hoping to get help with.

Regarding paying CGT and Dividends on the Australian market ETFS, is the system more advantageous over the past 10 years (post GFC) than buy and hold?

The numbers I ran, accounting for CGT and missing dividends was it came out about the same return.

My question was, firstly did I do my sums wrong, or
Will the system really shine when a bigger correction takes place.

Thanks!
 
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SPA3 Investor / Re: FXI
« Last post by Larry on 07/01/2019, 10:07:43 AM »
Thanks for all the information, Gary.
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SPA3 Investor / Re: FXI
« Last post by Gary Stone on 05/01/2019, 01:56:59 PM »
Larry,

It is Invalid to enter a trade in a Relative Strength portfolio while the current lowest low is lower than the previous trough.

On Dec 28th the trough had not been confirmed as a trough. The confirmation of the Dec 27th trough occurred on Dec 31st when a new 3 day high occurred.

RE using the Close price. I used the Close to exit the EWZ trade. Over the summer with the market close being 08h00 AEDT I have exited trades in the live-traded real-money portfolios in the last hour of trade.

There is no  research that proves one or the other being better over a large sample. It really comes down to what your execution platform offers by way of order types and which is easiest for the individual to do.

Regards
Gary
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SPA3 Investor / Re: FXI
« Last post by Larry on 05/01/2019, 10:06:15 AM »
Howdy Gary.
I'm still confused. I thought Invalid meant that basically there was a lower low on the swing chart. Therefore wouldn't the 28th Dec (higher low) become valid for an entry on the 31st Dec?
And with your 2nd Jan entry price, it's recorded as the close price, not the open price which is more profitable.
Cheers
Larry
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SPA3 Investor / Re: FXI
« Last post by Gary Stone on 04/01/2019, 02:33:26 PM »
Larry,

Yes, will change the Default.

Thanks for pointing out the FXI trade and the brokerage.

Regards
Gary
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SPA3 Investor / Re: FXI
« Last post by Larry on 04/01/2019, 02:27:07 PM »
Thanks for clarifying that, Gary.

If FP Markets is now the broker of choice, is it correct to say the brokerage for the Public RS portfolio should be changed to $15 minimum.
Cheers
Larry
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SPA3 Investor / Re: FXI
« Last post by Gary Stone on 04/01/2019, 10:59:40 AM »
Larry,

I have just stepped through the FXI chart 1 day at a time (using Chart, Period, Custom Settings) and after EWZ was exited on Dec 26th, FXI did become valid for 1 day only at the close of trading on Dec 31.

You are correct, FXI should have been opened in the January 2 session. I missed this.

At the close of the January 2 session FXI was once again Invalid.

As this portfolio is not real-money, I'll update TradeMaster to reflect the clean execution of the rules and the results that come from such execution.

If this RS Public Portfolio was still a real-money portfolio and the trade was missed, the rule would be to correct the trading error as soon as it was discovered using the up-to-date data at hand. Therefore, the trade would have been missed and logged in the Trading Journal as an execution error.

Regards,
Gary
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