The two charts below compare the portfolio performance with the XAO. Since starting mid Oct 2017 the portfolio is up 18.3% and the XAO is up 6.7%. More details in the PDF files below. Charts and the PDF file of the portfolio are normally updated on a Monday after the markets close.
Below there is a link to the PDF file showing all positions and a
brief description of the system.
Open and read the PDF below for more details.
Please note: Peters Portfolio is not the eBook system. Differences between the two systems are explained in the PDF file below. Please read this carefully, as well as other information about the eBook system, either in my book or other information posted on the 52 week high page before emailing me questions about the portfolio.
No portfolio listed for the last 2 weeks in May as I was on holiday
Below are the details of the portfolio I was trading up until late April 2017, before I took a 6 month break
Trades and Profit as of the close on 21/4/17: Initial Capital 100k. This portfolio was fully invested mid March 2014
TOTAL PROFITS + DIVIDENDS, LESS BROKERAGE and LOSSES IS $68,843 (68.84%) since 15/3/14)
CURRENT PORTFOLIO HOLDINGS DISPLAYED IN PDF FORMAT BELOW
PAST TRADES ALSO DISPLAYED IN PDF FORMAT BELOW ( A LITTLE BEHIND :)
THIS EQUITY GRAPH OF THE LAST 3 YEARS DISPLAYS COMBINED TRADING PROFITS AND DIVIDENDS. See chart below.
DIVIDENDS ARE NOT RE INVESTED AS TRADING CAPITAL BUT ARE INCLUDED AS PROFIT
DIVIDENDS RECEIVED ARE LISTED IN THE PDF BELOW. THEY ARE ADDED TO THE TOTAL RETURN.
Since Peters Portfolio was FULLY INVESTED in March 2014 the market (ALL ORDS) is up 7.5%. See chart below. As of the close 21/4/17 the portfolio is up 68.84% . Current portfolio total is $168,843
Portfolio holdings displayed here in PDF .
IMORTANT: THIS PORTFOLIO AND SYSTEM IS NOT EXACTLY THE SAME AS THE E-BOOK SYSTEM NOR ANY OTHER SYSTEM DISCUSSED IN THE WEBSITE.
HOWEVER IT DOES USE THE 52 WEEK CLOSING HIGH AS ITS PRIMARY BUY SIGNAL.
IT ALSO USES THE SELL SIGNAL DISCUSSED IN THE E-BOOK. SO YOU SHOULD BE ABLE TO FOLLOW MOST BUY AND SELL SIGNALS AS DISCUSSED IN THE E-BOOK.
IT DOES USE SLIGHTLY DIFFERENT TRADE SIZING METHODOLOGY NOT DISCLOSED IN THE EBOOK, AND ONLY DISCLOSED TO COACHED CLIENTS. TRADE SIZING IS MORE A PERSONAL DECISION THAN A TECHNICAL ONE, CHOSEN PRIMARILY TO SUIT THE TRADERS OBJECTIVE AND PERSONALITY. NOT SO MUCH TO MAKE MORE MONEY. THERE IS SOME MORE INFORMATION ABOUT THIS IN THE "PAST TRADES" PDF FILES AT THE BOTTOM OF THIS PAGE.
During my overseas trip in May and June quite a few stocks were stopped out and sold. For ease of management whilst away I sold the
remaining stocks and went 100% to cash. I have been enjoying the break from trading and managing the system, so I have decided
to extend my break until I feel ready to continue.
NOW go to the 52 week high signals page on the website, there are some charts and trades posted with comments about this weeks trading. Click here.
(graph, 2YRJIMFUND%1 PETERS REF: IGNORE)
Note: read the disclaimer
The material presented in this discussion neither professes to be, nor is intended to be, advice to trade or to invest in any specific financial instrument or to use any particular methods of trading or investing. Readers or listeners should not act on the basis of any information without properly considering its applicability to their financial circumstances. If not qualified to do this for themselves, readers and listeners should seek professional advice. The decision to invest or trade is for the individual alone. The presenter and author expressly disclaims all and any liability to any person, with respect of anything,and of the consequences of anything, done or omitted to be done by any such person in reliance upon the whole or any part of the contents during this presentation or seminar. Investing and trading involves risk of loss. Past results are not necessarily indicative of future results. Peter Castle is not a licensed investment adviser.