Stocks: 1st December 2019

Disclaimer - Read this first!

This is not a signal service. While endeavoring to post signals before time occasionally I will only be able to post signals a day or two late

I am not a financial adviser. Some of these are paper trades. I am not suggesting you follow these signals. If you take any action based on my blog you do so at your own risk.

Long term wealth creation - background.

My own investments are held in a portfolio much like the Easy system as well as a slowly growing longer term holding similar to that outlined below.

Our starting position was $200,000. The investment scenario is to have two quite different active investing styles that feed a long term buy and hold style.

1. Easy System - A trend following system on the ASX 300 using weekly charts and trailing stops.
2. Monthly Momo - A momentum system aims to hold the top ten stocks in the ASX 100 when it is on and nothing when off.
3. Long Term - A buy and hold strategy based on index funds fed by dividend re-investment of the index funds themselves and the stocks in the above two systems.

The starting position for this blog allocated $95,000 to each of the first two strategies and $10,000 to the long term.

Easy Share Trading System.

System Status: ON (As at 20th October 2019)

Take new positions. Trailing stops EMA 7 < EMA 12.

System details.

These trades are based on Peter Castle's 'Easy share trading system' with a few of my own tweaks. On his web site he kindly provides quite a few details on how his system works and a list of trade entry's each week which I will be using to run these trades here.

Peter also has an e-book with much more detail and explanation of his system and trading in general. I haven't read the book but encourage you to do so if you are new to trading.

1. Only trade the Top 300 shares on the ASX. Only open positions when the system is on.
2. Current Position Size = $6,000
3. Select stocks priced between 10 cents and 20 dollars - theoretical price leverage.
4. Buy the cheapest stock(s) on Peters 52 week high page assuming he continues listing them, Alternatively, buy the cheapest stock(s) in the ASX 300 making a 1 year high. For example: Friday's close is higher than last Friday's 50 week upper Donchian Channel That's the buy signal. Use around 10% of total capital each week until you have a portfolio 100% in equities. The aim is to fill your book in 10 weeks from when the system turns on and have between 15 and 25 stocks.
5. Sell any stock if the EMA 7 falls below the EMA 12
6. Now re-employ that money into further stock(s) using the same rules as 1 to 4.
7. Any purchase should have a minimum $500,000 a day turnover (for my trading size).
8. Use XAO_AX Daily EMA 20 and Daily EMA 30 as an on off switch. This should smooth the equity curve even though it will probably also reduce returns a little.

Opening Stock Trades.

• None.

Closing Stock Trades.

• None.

Monthly Momentum System.

System Status: ON - as at 26th October 2019.

Next Re-balancing 30th November 2019.

1. Only trades when the ASX100 is rising as defined by a weekly close above the 27 week WMA + 1%. The system turns off when the ASX100 falls below the 27 Week WMA
2. Buy the 10 highest momentum ASX 100 stocks in equal weights. Momentum is defined by the 30 day EMA of the 180 day ROC.
3. Stop Loss Rules.
   • System on - Any stock not in the top 15 at the beginning of each month. Replace with the best performing stock not currently held.
   • System off - Close all positions
4. Note - I am not trading this system (at the moment) but I will be updating each weekend just like the others - remember This is NOT a signal service

Another month finishes so we have to cull the lowest momentum stocks and replace them.

Opening Stock Trades.

• RMD, LLC, CSL.

Closing Stock Trades.

• NCM, CHC, BPT.

Long Term.

System Status: ON - as at 1st Sep 2019.

1. Only holds Index linked funds
2. Each six months sum dividends received in the easy and Momo system and buy alternatively AFI or ARG.
3. Minimum buy is $3,000
4. AFI and ARG holdings are set up for 100% dividend re-investment

Opening Stock Trades.

• Nil.

Chart(s) of the Week

Performance.

The total portfolio is still slightly below the $200,000 starting point.

Further Information

Disclosure - Personal Interests: BIN, CCL, CMW, DOW, GDI, MVP, PRN, SCP, SDF, SSM, TLS, AFI, ARG, BWX, DHG, FXL, IFL, MLD, PPC, PRU, QAN, RBL, SIG, STO.

All Stock charts courtesy of www.IncredibleCharts.com

Note: I do not receive any benefit from promoting Nick Radge, Dave Landry, Andreas F Clenow, Easy Share Trading Systems, Incredible Charts or anything else.

For more information on the Easy Share Trading System see http://www.easysharetradingsystems.com.au/objective-and-planing/i-know-what-you-want

Stocks: 25th November 2019

Disclaimer - Read this first!

This is not a signal service. While endeavoring to post signals before time occasionally I will only be able to post signals a day or two late

I am not a financial adviser. Some of these are paper trades. I am not suggesting you follow these signals. If you take any action based on my blog you do so at your own risk.

Long term wealth creation - background.

My own investments are held in a portfolio much like the Easy system as well as a slowly growing longer term holding similar to that outlined below.

Our starting position was $200,000. The investment scenario is to have two quite different active investing styles that feed a long term buy and hold style.

1. Easy System - A trend following system on the ASX 300 using weekly charts and trailing stops.
2. Monthly Momo - A momentum system aims to hold the top ten stocks in the ASX 100 when it is on and nothing when off.
3. Long Term - A buy and hold strategy based on index funds fed by dividend re-investment of the index funds themselves and the stocks in the above two systems.

The starting position for this blog allocated $95,000 to each of the first two strategies and $10,000 to the long term.

Easy Share Trading System.

System Status: ON (As at 20th October 2019)

Take new positions. Trailing stops EMA 7 < EMA 12.

System details.

These trades are based on Peter Castle's 'Easy share trading system' with a few of my own tweaks. On his web site he kindly provides quite a few details on how his system works and a list of trade entry's each week which I will be using to run these trades here.

Peter also has an e-book with much more detail and explanation of his system and trading in general. I haven't read the book but encourage you to do so if you are new to trading.

1. Only trade the Top 300 shares on the ASX. Only open positions when the system is on.
2. Current Position Size = $6,000
3. Select stocks priced between 10 cents and 20 dollars - theoretical price leverage.
4. Buy the cheapest stock(s) on Peters 52 week high page assuming he continues listing them, Alternatively, buy the cheapest stock(s) in the ASX 300 making a 1 year high. For example: Friday's close is higher than last Friday's 50 week upper Donchian Channel That's the buy signal. Use around 10% of total capital each week until you have a portfolio 100% in equities. The aim is to fill your book in 10 weeks from when the system turns on and have between 15 and 25 stocks.
5. Sell any stock if the EMA 7 falls below the EMA 12
6. Now re-employ that money into further stock(s) using the same rules as 1 to 4.
7. Any purchase should have a minimum $500,000 a day turnover (for my trading size).
8. Use XAO_AX Daily EMA 20 and Daily EMA 30 as an on off switch. This should smooth the equity curve even though it will probably also reduce returns a little.

Opening Stock Trades.

• CCL MLD.

Closing Stock Trades.

• None.

Monthly Momentum System.

System Status: ON - as at 26th October 2019.

Next Re-balancing 30th November 2019.

1. Only trades when the ASX100 is rising as defined by a weekly close above the 27 week WMA + 1%. The system turns off when the ASX100 falls below the 27 Week WMA
2. Buy the 10 highest momentum ASX 100 stocks in equal weights. Momentum is defined by the 30 day EMA of the 180 day ROC.
3. Stop Loss Rules.
   • System on - Any stock not in the top 15 at the beginning of each month. Replace with the best performing stock not currently held.
   • System off - Close all positions
4. Note - I am not trading this system (at the moment) but I will be updating each weekend just like the others - remember This is NOT a signal service

Opening Stock Trades.

Closing Stock Trades.

• Nil.

Long Term.

System Status: ON - as at 1st Sep 2019.

1. Only holds Index linked funds
2. Each six months sum dividends received in the easy and Momo system and buy alternatively AFI or ARG.
3. Minimum buy is $3,000
4. AFI and ARG holdings are set up for 100% dividend re-investment

Opening Stock Trades.

• Nil.

Chart(s) of the Week

FXL.

FXL is another stock held in the easy system.

Further Information

Disclosure - Personal Interests: BIN, CMW, DOW, GDI, PNV, PRN, SCP, SDF, SSM, TLS, AFI, ARG, BWX, DHG, FXL, IFL, PPC, PRU, QAN, RBL, SIG, STO.

All Stock charts courtesy of www.IncredibleCharts.com

Note: I do not receive any benefit from promoting Nick Radge, Dave Landry, Andreas F Clenow, Easy Share Trading Systems, Incredible Charts or anything else.

For more information on the Easy Share Trading System see http://www.easysharetradingsystems.com.au/objective-and-planing/i-know-what-you-want

Stocks: 18th November 2019

Disclaimer - Read this first!

This is not a signal service. While endeavoring to post signals before time occasionally I will only be able to post signals a day or two late

I am not a financial adviser. Some of these are paper trades. I am not suggesting you follow these signals. If you take any action based on my blog you do so at your own risk.

Long term wealth creation - background.

My own investments are held in a portfolio much like the Easy system as well as a slowly growing longer term holding similar to that outlined below.

Our starting position was $200,000. The investment scenario is to have two quite different active investing styles that feed a long term buy and hold style.

1. Easy System - A trend following system on the ASX 300 using weekly charts and trailing stops.
2. Monthly Momo - A momentum system aims to hold the top ten stocks in the ASX 100 when it is on and nothing when off.
3. Long Term - A buy and hold strategy based on index funds fed by dividend re-investment of the index funds themselves and the stocks in the above two systems.

The starting position for this blog allocated $95,000 to each of the first two strategies and $10,000 to the long term.

Easy Share Trading System.

System Status: ON (As at 20th October 2019)

Take new positions. Trailing stops EMA 7 < EMA 12.

System details.

These trades are based on Peter Castle's 'Easy share trading system' with a few of my own tweaks. On his web site he kindly provides quite a few details on how his system works and a list of trade entry's each week which I will be using to run these trades here.

Peter also has an e-book with much more detail and explanation of his system and trading in general. I haven't read the book but encourage you to do so if you are new to trading.

1. Only trade the Top 300 shares on the ASX. Only open positions when the system is on.
2. Current Position Size = $6,000
3. Select stocks priced between 10 cents and 20 dollars - theoretical price leverage.
4. Buy the cheapest stock(s) on Peters 52 week high page assuming he continues listing them, Alternatively, buy the cheapest stock(s) in the ASX 300 making a 1 year high. For example: Friday's close is higher than last Friday's 50 week upper Donchian Channel That's the buy signal. Use around 10% of total capital each week until you have a portfolio 100% in equities. The aim is to fill your book in 10 weeks from when the system turns on and have between 15 and 25 stocks.
5. Sell any stock if the EMA 7 falls below the EMA 12
6. Now re-employ that money into further stock(s) using the same rules as 1 to 4.
7. Any purchase should have a minimum $500,000 a day turnover (for my trading size).
8. Use XAO_AX Daily EMA 20 and Daily EMA 30 as an on off switch. This should smooth the equity curve even though it will probably also reduce returns a little.

Opening Stock Trades.

• BIN, DHG.

Closing Stock Trades.

• None.

Monthly Momentum System.

System Status: ON - as at 26th October 2019.

Next Re-balancing 30th November 2019.

1. Only trades when the ASX100 is rising as defined by a weekly close above the 27 week WMA + 1%. The system turns off when the ASX100 falls below the 27 Week WMA
2. Buy the 10 highest momentum ASX 100 stocks in equal weights. Momentum is defined by the 30 day EMA of the 180 day ROC.
3. Stop Loss Rules.
   • System on - Any stock not in the top 15 at the beginning of each month. Replace with the best performing stock not currently held.
   • System off - Close all positions
4. Note - I am not trading this system (at the moment) but I will be updating each weekend just like the others - remember This is NOT a signal service

Opening Stock Trades.

Closing Stock Trades.

• Nil.

Long Term.

System Status: ON - as at 1st Sep 2019.

1. Only holds Index linked funds
2. Each six months sum dividends received in the easy and Momo system and buy alternatively AFI or ARG.
3. Minimum buy is $3,000
4. AFI and ARG holdings are set up for 100% dividend re-investment

Opening Stock Trades.

• Nil.

Chart(s) of the Week

STO.

STO is another stock held in the easy system.

Further Information

Disclosure - Personal Interests: CMW, COE, DOW, GDI, PNV, PRN (was ASL), SCP, SDF, SSM, TLS, AFI, ARG, BWX, FXL, IFL, PPC, PRU, QAN, RBL, SGR, SIG, STO.

All Stock charts courtesy of www.IncredibleCharts.com

Note: I do not receive any benefit from promoting Nick Radge, Dave Landry, Andreas F Clenow, Easy Share Trading Systems, Incredible Charts or anything else.

For more information on the Easy Share Trading System see http://www.easysharetradingsystems.com.au/objective-and-planing/i-know-what-you-want

Stocks: 11th November 2019

Disclaimer - Read this first!

This is not a signal service. While endeavoring to post signals before time occasionally I will only be able to post signals a day or two late

I am not a financial adviser. Some of these are paper trades. I am not suggesting you follow these signals. If you take any action based on my blog you do so at your own risk.

Long term wealth creation - background.

My own investments are held in a portfolio much like the Easy system as well as a slowly growing longer term holding similar to that outlined below.

Our starting position was $200,000. The investment scenario is to have two quite different active investing styles that feed a long term buy and hold style.

1. Easy System - A trend following system on the ASX 300 using weekly charts and trailing stops.
2. Monthly Momo - A momentum system aims to hold the top ten stocks in the ASX 100 when it is on and nothing when off.
3. Long Term - A buy and hold strategy based on index funds fed by dividend re-investment of the index funds themselves and the stocks in the above two systems.

The starting position for this blog allocated $95,000 to each of the first two strategies and $10,000 to the long term.

Easy Share Trading System.

System Status: ON (As at 20th October 2019)

Take new positions. Trailing stops EMA 7 < EMA 12.

System details.

These trades are based on Peter Castle's 'Easy share trading system' with a few of my own tweaks. On his web site he kindly provides quite a few details on how his system works and a list of trade entry's each week which I will be using to run these trades here.

Peter also has an e-book with much more detail and explanation of his system and trading in general. I haven't read the book but encourage you to do so if you are new to trading.

1. Only trade the Top 300 shares on the ASX. Only open positions when the system is on.
2. Current Position Size = $6,000
3. Select stocks priced between 10 cents and 20 dollars - theoretical price leverage.
4. Buy the cheapest stock(s) on Peters 52 week high page assuming he continues listing them, Alternatively, buy the cheapest stock(s) in the ASX 300 making a 1 year high. For example: Friday's close is higher than last Friday's 50 week upper Donchian Channel That's the buy signal. Use around 10% of total capital each week until you have a portfolio 100% in equities. The aim is to fill your book in 10 weeks from when the system turns on and have between 15 and 25 stocks.
5. Sell any stock if the EMA 7 falls below the EMA 12
6. Now re-employ that money into further stock(s) using the same rules as 1 to 4.
7. Any purchase should have a minimum $500,000 a day turnover (for my trading size).
8. Use XAO_AX Daily EMA 20 and Daily EMA 30 as an on off switch. This should smooth the equity curve even though it will probably also reduce returns a little.

Opening Stock Trades.

• SIG, SGR.

Closing Stock Trades.

• None.

Monthly Momentum System.

System Status: ON - as at 26th October 2019.

Next Re-balancing 30th November 2019.

1. Only trades when the ASX100 is rising as defined by a weekly close above the 27 week WMA + 1%. The system turns off when the ASX100 falls below the 27 Week WMA
2. Buy the 10 highest momentum ASX 100 stocks in equal weights. Momentum is defined by the 30 day EMA of the 180 day ROC.
3. Stop Loss Rules.
   • System on - Any stock not in the top 15 at the beginning of each month. Replace with the best performing stock not currently held.
   • System off - Close all positions
4. Note - I am not trading this system (at the moment) but I will be updating each weekend just like the others - remember This is NOT a signal service

Opening Stock Trades.

Closing Stock Trades.

• Nil.

Long Term.

System Status: ON - as at 1st Sep 2019.

1. Only holds Index linked funds
2. Each six months sum dividends received in the easy and Momo system and buy alternatively AFI or ARG.
3. Minimum buy is $3,000
4. AFI and ARG holdings are set up for 100% dividend re-investment

Opening Stock Trades.

• Nil.

Chart(s) of the Week

QAN.

It is still very early days in this version of running the portfolio. Whenever nothing much has happened I will try to show a chart of the longest held stock in the Easy or Momo system.

This week the honors fall to QAN. Even it has only been running around 2 months so there isn't much to show yet.

As a rough guide we can expect some of the Easy trades to last around 2 years using the 7/12 weekly EMA stop loss. From memory the average trade lasts nearly one year.

Further Information

Disclosure - Personal Interests: CMW, COE, DOW, GDI, PNV, PRN (was ASL), SCP, SDF, SSM, TLS, AFI, ARG, BWX, FXL, IFL, PPC, PRU, QAN, RBL, STO.

All Stock charts courtesy of www.IncredibleCharts.com

Note: I do not receive any benefit from promoting Nick Radge, Dave Landry, Andreas F Clenow, Easy Share Trading Systems, Incredible Charts or anything else.

For more information on the Easy Share Trading System see http://www.easysharetradingsystems.com.au/objective-and-planing/i-know-what-you-want

Stocks: 4th November 2019

Disclaimer - Read this first!

This is not a signal service. While endeavoring to post signals before time occasionally I will only be able to post signals a day or two late

I am not a financial adviser. Some of these are paper trades. I am not suggesting you follow these signals. If you take any action based on my blog you do so at your own risk.

Long term wealth creation - background.

My own investments are held in a portfolio much like the Easy system as well as a slowly growing longer term holding similar to that outlined below.

Our starting position was $200,000. The investment scenario is to have two quite different active investing styles that feed a long term buy and hold style.

1. Easy System - A trend following system on the ASX 300 using weekly charts and trailing stops.
2. Monthly Momo - A momentum system aims to hold the top ten stocks in the ASX 100 when it is on and nothing when off.
3. Long Term - A buy and hold strategy based on index funds fed by dividend re-investment of the index funds themselves and the stocks in the above two systems.

The starting position for this blog allocated $95,000 to each of the first two strategies and $10,000 to the long term.

Easy Share Trading System.

System Status: ON (As at 20th October 2019)

Take new positions. Trailing stops EMA 7 < EMA 12.

System details.

These trades are based on Peter Castle's 'Easy share trading system' with a few of my own tweaks. On his web site he kindly provides quite a few details on how his system works and a list of trade entry's each week which I will be using to run these trades here.

Peter also has an e-book with much more detail and explanation of his system and trading in general. I haven't read the book but encourage you to do so if you are new to trading.

1. Only trade the Top 300 shares on the ASX. Only open positions when the system is on.
2. Current Position Size = $6,000
3. Select stocks priced between 10 cents and 20 dollars - theoretical price leverage.
4. Buy the cheapest stock(s) on Peters 52 week high page assuming he continues listing them, Alternatively, buy the cheapest stock(s) in the ASX 300 making a 1 year high. For example: Friday's close is higher than last Friday's 50 week upper Donchian Channel That's the buy signal. Use around 10% of total capital each week until you have a portfolio 100% in equities. The aim is to fill your book in 10 weeks from when the system turns on and have between 15 and 25 stocks.
5. Sell any stock if the EMA 7 falls below the EMA 12
6. Now re-employ that money into further stock(s) using the same rules as 1 to 4.
7. Any purchase should have a minimum $500,000 a day turnover (for my trading size).
8. Use XAO_AX Daily EMA 20 and Daily EMA 30 as an on off switch. This should smooth the equity curve even though it will probably also reduce returns a little.

Opening Stock Trades.

• PRU, IFM.

Closing Stock Trades.

• None.

Monthly Momentum System.

System Status: ON - as at 26th October 2019.

Next Re-balancing 30th November 2019.

1. Only trades when the ASX100 is rising as defined by a weekly close above the 27 week WMA + 1%. The system turns off when the ASX100 falls below the 27 Week WMA
2. Buy the 10 highest momentum ASX 100 stocks in equal weights. Momentum is defined by the 30 day EMA of the 180 day ROC.
3. Stop Loss Rules.
   • System on - Any stock not in the top 15 at the beginning of each month. Replace with the best performing stock not currently held.
   • System off - Close all positions
4. Note - I am not trading this system (at the moment) but I will be updating each weekend just like the others - remember This is NOT a signal service

Opening Stock Trades.

Closing Stock Trades.

• Nil.

Long Term.

System Status: ON - as at 1st Sep 2019.

1. Only holds Index linked funds
2. Each six months sum dividends received in the easy and Momo system and buy alternatively AFI or ARG.
3. Minimum buy is $3,000
4. AFI and ARG holdings are set up for 100% dividend re-investment

Opening Stock Trades.

• Nil.

Chart(s) of the Week

Performance Vs All Ords.

The balance of the portfolios is down at the moment. We can't expect a trading system to be positive from the very start. It's a bonus if it is but this is a marathon rather than a sprint.

The reason why this is often the case is because of the nature of the Easy and Momo systems. They are trend trades and trends take time to reward us while the losses tend to fall of the perch early on. Any decent strategy delivers profits in the long term but the short term is nothing but a coin flip.

BEN & NCK

Both good examples of the above. The Easy system was on, both gave an entry signal and then weakened until they met the stop loss conditions and we sold them. They were both good trades.

Further Information

Disclosure - Personal Interests: CMW, COE, DOW, GDI, PNV, PRN (was ASL), SCP, SDF, SSM, TLS, AFI, ARG, BWX, FXL, IFL, PPC, QAN, RBL, STO.

All Stock charts courtesy of www.IncredibleCharts.com

Note: I do not receive any benefit from promoting Nick Radge, Dave Landry, Andreas F Clenow, Easy Share Trading Systems, Incredible Charts or anything else.

For more information on the Easy Share Trading System see http://www.easysharetradingsystems.com.au/objective-and-planing/i-know-what-you-want