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Published July 7th, 2021

Nick and Trish Radge trade the Growth Portfolio
Nick and Trish Radge trade the Growth Portfolio in their SMSF

Growth Portfolio

An Active Investment Strategy

The Growth Portfolio is a trend following strategy. The strategy is designed to keep you invested when the market is rising, yet will inform you to exit positions to protect your capital when the market declines – as it did during the GFC.

Below are examples of trades the Growth Portfolio WILL and WILL NOT take.

Trades the Growth Portfolio will and will not take

It is an active, intermediate-length strategy with trades held for around 6-8 months.

Whilst we do not disclose the exact rules of the Growth Portfolio, the strategy is loosely based on the Bollinger Band Breakout strategy discussed on page 118 of Unholy Grails. Unholy Grails discusses this style of active investing and is recommended reading for all users.

Recommended Requirements

You will need an online or discount broker. Trish and Nick Radge use SelfWealth to trade the Growth Portfolio.

We suggest a minimum account size of A$30,000.

How it works

The strategy is designed to be as user friendly as possible. To build a portfolio simply divide your capital into 20 equal portions, representing 5% allocation to each signal.

When a signal is recommended, place the order for the opening auction the following day.

Once a portfolio of 20 positions have been established, you may ignore any additional entries and await an exit signal.

Stop-loss orders are not used. Whilst we do use stop losses and protective measures, these are not placed in the market.

Exits are based on the day’s closing price and then executed on the next session’s open.

What’s the Performance?

Performance table for Growth Portfolio
**Please read the Performance Disclaimer below

 

Growth Portfolio FAQs

How much does the Growth Portfolio cost?

The Growth Portfolio is $880 incl. GST for a 12-month membership. The Growth Portfolio is also included in the Chartist Pro package.

What payment methods do you accept?

Payment is via credit card however we can also provide an invoice if you would like to pay via bank deposit. To request an invoice, email Trish and include the name of the individual or entity for the invoice, address and phone number.

Is the membership tax-deductible?

Check with your accountant or tax advisor.

When joining the Growth Portfolio, how do I get started?

When you start following the strategy, gradually build a portfolio of 20 stocks based on new signals, as they are generated.

Which broker do you use?

We use SelfWealth for this portfolio but you can use the discount or online broker of your choice.

Do I need any software?

No. The Growth Portfolio is an advisory service and does not require you to buy software or data.

A more extensive list of FAQs and instructions is included within the Members Area.

** Performance Disclaimer

Important Information on Performance

PAST RESULTS ARE NOT INDICATIVE OF FUTURE PERFORMANCE.

Information containing hypothetical or simulated results has limitations and may not represent actual trading. Since the trades may not have actually been executed in the market, the results may under or over-compensate for the impact (if any) of certain market factors, such as lack of liquidity. Simulated trading programs are generally designed with the benefit of hindsight and without the need to predict which way the market may turn. No representation is made that any trading strategy will or is likely to achieve profits or losses similar to those shown.

Performance data shown assumes that securities are held for the specified time period, based on entry to exit price and entry and exit criteria. It does not allow for the initial entry fee or exit fee (when applicable) or the effect of dollar costs, inflation, taxation, broker fees, interest on margin, dividends, franking credits or membership fees. Different brokers, platforms and/or providers may offer different execution prices.

Returns are historical. Investment returns are volatile and future performance is not guaranteed. Performance figures are updated at irregular intervals and may not show the most recent data.

The material on this website is general in nature. It does not constitute personal investment advice or personal trading advice. Any advice or educational content provided is general in nature and does not take into account an individual’s objectives, risk profile or financial situation. Trading involves the risk of loss as well as the potential of profit. You should seek independent financial and taxation advice in deciding if trading is appropriate for you. Please also consider the appropriateness of the advice in light of your own objectives, financial situation or needs.

You specifically acknowledge and agree that your use of our online advisory services is at your own risk. While all material herein has been prepared based on information believed to be accurate at the time of publication, subsequent changes in circumstances and the market may occur at any time and may impact the accuracy of this information.

It is up to you to make the decision whether or not to act on a recommendation to trade. We provide information which may help you to make that decision.

The risk of loss in trading securities is limited to the amount invested. However, the risk of loss in trading derivatives or using leverage may not be limited. This means you may lose more than the amount required to hold and control the particular derivative or security.

The high degree of leverage that is often obtained in futures, options and contracts for difference can work against you as well as for you. The use of leverage can lead to large losses as well as gains.

This brief statement cannot disclose all the risks and other significant aspects of securities and derivatives markets.