System Allocation

[Nick Radge]

A few asking about my allocations to various systems:

In broad terms:

Trend Following / Momentum: 59.9%
Strategic Positions: 20.4%
Short Term: 19.6%

Splits:

Strategic
ASX: 29.9% US: 70.1%

Trend Following / Momentum:
ASX: 70.4% US: 29.6%

Short Term:
ASX: 0% US: 100%

Note:
Strategic positions are longer term positions with no systematic/technical impetus.

[LeeDanello]

Nick Radge wrote:

Note:
Strategic positions are longer term positions with no systematic/technical impetus.

Ah I see that’s where all the hot tips go.

[Nick Radge]

[RobGiles]

Do you run any kind of hard stop or max DD exit on the “strategic positions” Nick?

[Nick Radge]

Quote:

Do you run any kind of hard stop or max DD exit on the “strategic positions” Nick?

These positions are thematic.

For example, Invocare (IVC.au), we purchased the day after listing. As they say, ‘There’s only two certainties in life; death and taxes”. Invocare allows you to buy into death – never going to stop, not impacted by recessions, is an emotional purchase, pays a good dividend. All my children own a slice as well.

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