[Nick Radge]

November 2024

ASX
Growth Portfolio: +15.44%
WTT: -5.88%
ASX Momo: +16.36%
ASX Momo PLUS: TBA

US
HFT:  +2.4%
US Momo: +31.3%
DTVI: +10.03%
ETF Diversifier:  – on hold while I travel

Managed Account
Multi: +19.03% (net of fees)

All Weather
US:  +6.2%
ASX:  +0.80%

Total account about +6.8%

[Nick Radge]

Quote:

Edit: I almost forgot, I have been trying to get my kids interested in investing so developed an All Weather System for them so it is only the monthly rebalance.  I haven’t tracked the monthly stats but it is up +6.23% in the two months it has been running.  I have only put a small amount in each of their accounts but will continue to contribute and encourage them to also.  Would have been better off moving my account into it!

Great to see Ben. I think its a fabulous idea, especially with regular contributions. We helped the two eldest kids get into the property market, but the youngest missed out. Instead I put the same amount into a yearly AW strategy so she can at least keep it safely growing until she’s ready to do something.

[Nick Radge]

mmm..okay. Good to know. Thanks Glen. Appreciate you taking the time to knock that data out. 

[Nick Radge]

Thanks. the R1000 seems to chugging along nicely. Its those that trade the full US universe, i.e. the impact outside of R1000 stocks.

[Nick Radge]

I’m just doing some work for a client who trades 2x MOC systems. These both trade the full US market and have been pretty average the last 18 months.

I took a look at the same systems but just on the R-1000 universe. Obviously not as profitable, but also no dip in equity over the last 18-months and consistently trend upwqrd equity growth.

Anyone noticed the same? 

[Nick Radge]

Oh dear. So very sorry to hear Kate. Poor finances is a very common issue for next-of-kin. Hope you get it sorted soon.

[Nick Radge]

October 2024

ASX
Growth Portfolio: +2.71%
WTT: +4.38%
ASX Momo: +1.33%
ASX Momo PLUS: +6.77%

US
HFT:  +4.1%
US Momo: +4.0%
DTVI: +2.89%
ETF Diversifier:  – on hold while I travel

Managed Account
Multi: +7.94% (net of fees)

All Weather
US:  +0.80%
ASX:  +5.20%

Total account about +5.2%

[Nick Radge]

October 2024 Recording

[Nick Radge]

Simple systems applied for the long term…

[Nick Radge]

You should bypass all precautions.
 

[Nick Radge]

oh dear. So very sorry to hear Kate. You’re having a tough time of it lately.

 

[Nick Radge]

Thanks Glen. Glad to hear its rolling along nicely for you.

Yes, there is no secret sauce per se, but there are correct protocols to build it out, then its a function of staying the course and allowing the cards to fall as they may. As I’ve said before, a simple strategy applied for the long term, is the Holy Grail. 

[Nick Radge]

An update on the YTD performance of the various portfolios I run for myself and clients:

[Nick Radge]

September 2024

ASX
Growth Portfolio: +4.40%
WTT: +1.02%
ASX Momo: +8.41%
ASX Momo PLUS: +6.90%

US
HFT:  +0.80%
US Momo: +5.94%
DTVI: +0.57%
ETF Diversifier:  – on hold while I travel

Managed Account
Multi: +4.99% (net of fees)

All Weather
US:  +3.30%
ASX:  +3.70%

Total account about +2.80%

I have decided that I’ll stay with the long term portfolios while I travel. I’ll get back to the ETF Diversifier when I return, unless I feel I have the time (aka be bothered) while I’m away.

[Nick Radge]

Thanks Len. Yes, one of those bucket list trips that I really not need to do again. Flying time was 27-hours there and about 40-hours travel time back. 

Those large dark brown fish were Cubera Snapper and can grow to 50kg. Mine were 10kg – 15kg, and gave a big fight. Sette Cama is renowned for its fly fishing by we mainly did surf casting with a variety of surface lures. It’s pretty heavy going on the body and we fished about 8-10 hours a day, mainly during the night. This fish below was caught in about 1m of water.

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