[Nick Radge]

The benchmark doesn’t exit per se. It rebalances each time a dividend is paid.

[Nick Radge]

Ideally everything will be moved across

[Nick Radge]

Great work Chris. What kind of results do you get with your All Weather strategies?

[Nick Radge]

Sounds amazing Len. I’ve never been fly fishing but a favourite show of mine is ‘A River Somewhere’ which is based on a light hearted doco about two comedians traveling the world in pursuit of their fly fishing passion.

In September I’m off to Sette Cama which is way off the grid in west Africa. While its best known as a fly fishing destination, we’ll be doing regular lure fishing. Here’s a short film about it – well worth the watch.

[Nick Radge]

There are many variations and styles you can choose, and don’t forget that similar styled systems can be traded on different parts of the market for diversification

Here’s a brief breakdown of what I do

ASX
Growth Portfolio Trend following Small Caps
WTT: Trend following Micro caps
ASX Momo: Momentum Large caps
ASX Momo PLUS: Momentum Small caps

US
HFT:Multi day mean reversion Russell 1000
US Momo: Momentum Russell 1000
DTVI: Momentum Nasdaq
ETF Diversifier:  Broad portfolio of sector/index/other ETFs

All Weather
US:   Static portfolio of 6 ETFs 3x Growth 3x Defensive
ASX:  Dynamic portfolio of 11 ETFs  6x Growth and 5x Defensive

[Nick Radge]

Nice action in the Long/Short!

[Nick Radge]

Thanks Scott. Yes, WTT is +57.6% YTD.

Interestingly some other ASX portfolios struggling though; 
ASX Momo:  +3.4%
ASX Momo+: +8.1%
Growth Portfolio:  +1.4%

[Nick Radge]

June 2024

ASX
Growth Portfolio: +2.69%
WTT: +4.57%
ASX Momo: +2.38%
ASX Momo PLUS: +0.38%

US
HFT: -0.10%
US Momo: -1.41%
DTVI: +3.26%
ETF Diversifier:  +0.95%

Managed Account
Multi: -1.80% (net of fees)

All Weather
US:  +1.3%
ASX:  +4.07%

Total account was about +2.7% for the month. 

[Nick Radge]

Great work Paul. 

[Nick Radge]

Looks very promising.

[Nick Radge]

Rolling along nicely Art. Well done.

[Nick Radge]

Great to see you progressing Kate. 

[Nick Radge]

Nice results Anthony.

[Nick Radge]

Great work Sean. The best decisions always seem to be the hardest. That said, you’ve done the work so it’ll pay off in due course.

[Nick Radge]

Nice Julian.

[Author]

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