Nick Radge – Daily Journal

[TimothyStrickland]

After seeing this, you are more aggressive than I am. I have about 45% of my portfolio in strategic holds and 55% in tactical.

[TimothyStrickland]

I guess really my allocations are:
20% Real Estate holdings (Multifamily and Creative Deals)
36% Strategic Holds
44% Tactical

[Nick Radge]

The portfolio is basically 90/10,which is aggressive, but then again, the stock market is my thing. A regular ‘growth’ investor would be on a 70/30 depending on age.

Quote:

For the buy and hold do you typically just buy the index or is it like trade long term where you pick some strong stocks and hold onto them for a long time?

No. We invest mainly in disruptive businesses, especially those we personally have experience with;

AAPL
PYPL
TEAM
AMZN
IVC.au

And the bond portfolio is higher yielding corporate bonds. I think the coupon for the full portfolio is circa 7%

[Nick Radge]

March 2019

ASX
Growth Portfolio: +0.88%

US
HFT: +1.90%%
US Momo: +2.02%
MOC: -2.88% (partial month)
DTVI: +4.67%

[TimothyStrickland]

Nick, revisiting this again. For the disruptive businesses, do you backtest those individual stocks as well? . I wouldn’t know exactly which stocks to hold and for how long but I was thinking that if I could create a systematic way to invest longer term, I could do it. I may look into corporate bonds as well, right now any bonds I do is the US Government which doesn’t give very stellar returns.

[Nick Radge]

Tim, no. Strategic basically means discretionary.

[Nick Radge]

April 2019

ASX
Growth Portfolio: +6.73%

US
HFT: -0.16% (partial month)
US Momo: +1.41%
MOC: -6.16% (partial month)
DTVI: +3.92%

[Nick Radge]

May 2019

ASX
Growth Portfolio: -2.14%

US
HFT: -5.65%
US Momo: -3.86%%
MOC: +0.10%
DTVI: -3.01%

[WENKIT LUI]

Hi Nick

Thanks for sharing your portfolio construction a while ago. I’ve been considering the “strategic holds” component of my portfolio, at the moment it is zero.

Yesterday I ran the exploration on my ASX weekly trend trader, and PFP.au (Propel Funeral Partners LImited) popped up as a buy. I’ve submitted a buy limit order per my system rules, but I’m just wondering if you have any exposure to this stock in your strategic hold portfolio, or whether you see potential in it as a buy and hold?

Cheers,
Kit

[Nick Radge]

Hi Kit,
Yes I saw PFP.au. Haven’t bought it though.

I have held IVC.au since its float back in 2002, indeed all my kids have it as well. As they say, death and taxes…!

[Nick Radge]

I’m heading to Tassie for a week next week. I’ll be on email should anyone have any issues.

I’ve turned my DMK-9 strategy back on and when I return I’ll be trading it as a long/short strategy…keeping on experimenting!

[Nick Radge]

Jun 2019

ASX
Growth Portfolio: +5.48%

US
HFT: +1.3%
US Momo: +0.47%
MOC: -3.79%
DTVI: +1.03%
DMK-9 -2.0%

Continuing my research with the DMK-9 strategy.

[Nick Radge]

July 2019

ASX
Growth Portfolio: +2.50%

US
HFT: +3.09%
US Momo: +1.09%
MOC: +4.07%%
DTVI: -1.85%
DMK-9 +0.87%

[Nick Radge]

August 2019

ASX
Growth Portfolio: +2.6%

US
HFT: N/A
US Momo: +0.89%
MOC: N/A
DTVI: +0.07%
DMK-9 N/A

No short term trading for me at the moment. Too busy with other things.

[Nick Radge]

September 2019

ASX
Growth Portfolio: +1.17%

US
HFT: N/A
US Momo: -0.10%
MOC: N/A
DTVI: -4.30%
DMK-9 N/A

Still no short term trading for me at the moment. Overseas again next week. Busy few months into year end.

[Author]

Posts