The FI Portfolio continues to hold onto it’s outperformance over the ASX200.

Ultra Funds should only be used for short term investments, measured in days. Due to volatility these funds do not return the expected two times performance over longer periods.

With half the portfolio invested in index funds it is no suprise that we are tracking the index performance. The portfolios outperformance sits at 15.84%.

To be a successful investor you must focus on money management, risk management and portfolio management. Buy to sell and look for singles not home runs.

The Fusion Investing Portfolio continues to outperform the S&P ASX200 index, increasing its lead to 19% in January.

One of my aims for the Fusion Portfolio was to dispel or at least shake the certainty of belief many individuals have in always being 100% invested. Somehow people made a link between not being able to time the markets and being 100% invested when there is no link. I find it as crazy as suggesting beta is a good measure of risk.
The following chart shows the percent invested for the Fusion Portfolio compared to the ASX200 Index. As the index has moved from overvalued to undervalued the fund has …

The Fusion Portfolio is making the following trade at today’s close of US markets, Monday 28th October.
Selling the portfolio’s entire position in SPY, 2000 shares.
Buying 4,000 ULPIX, Ultra Bull Fund.
Due to the continuing strength of the US dollar the portfolio will record only a small loss of around 5% on the SPY position. This compares to the almost 17% drop of the SPY and 14% fall on STW.AX, the Australian S&P ASX200 index.
I will be writing a full portfolio update at the end of the month and will include my …

The fund continues to be perform strongly. Five out of six positions are outperforming the ASX200 index with only the ANZ marginally underperforming. The fund is currently in the green and I am looking at investment possibilities. If I do not make the time to invest in individual assets over the coming week I will invest some of the cash into an index fund.
Investing is a time consuming activity. If you don’t have both the time and considerable interest to analyse individual investments then index funds should be your …

I just returned from ten days holiday in New Zealand. Before leaving I placed a trailing stop order on the 1,000 ANZ shares the Fund bought in mid July. The stop was set at 5% below the recent high of $19.52.
As I have previously said, I generally do not trade frequently. However, in the current market environment and attitude to financials, this seemed prudent. The stop was triggered at open on Friday July 25th for a 5.8% return in just over a month. However, as I neither wrote about …

I’ve updated the Fusion Fund spreadsheet with the ANZ purchase.
OK looking picture after three months. The out-performance will slow, but with the power of fusion the gap will widen over time. Past performance is said to be not indicative of future performance. Disclaimer rant, you know the drill.