FBU (Australia - ASX) may be time to start accumulating

Market Update

The market has now turned positive which means that we will start to scan the market for investment opportunities. We will accumulate equities only if we find the right candidates. At present our position is still 90% cash and 10% in gold stocks. The environment for precious metal is still positive despite the recent volatility. As usual, we follow a disciplined approach which gives us comfort in our investment decision.

End of Quarter Update

We are still in an unfavourable investment environment holding us 95% in cash and 5% in gold securities. We have been in this position for quite a while now and have avoided the recent volatility in the market. At this juncture, there are some interesting investment opportunities appearing in our radar screen. Following our disciplined approach, we will start slowly taking position in them when the market environment turns positive. That is not yet the case. The market environment for precious metal is definitively still positive despite the recent volatility. We continue to hold Gold securities and look forward increasing our position if we find the right candidate.

Market Update

We are again in an unfavourable environment. This type of whipsaw is not uncommon when the market is experiencing such level of uncertainty. Last week, we did not find any suitable candidate for investment purposes so there has been no change in our portfolio despite the change in market environment. No new position will be taken, apart from gold securities if they present an investment merit.

RSG (Australia - ASX) offering value at this level

Market Update

The market environment has just turned positive. We will scan again the market looking for investment opportunities. It is important to understand that at this stage no change is affecting the portfolio. We are still in a comfortable position holding us 40% cash and 60% equities, from which one third are gold securities reflecting a favourable environment for precious metals.

Market Update

The market environment has turned negative. As a consequence, we will not take any new position until the market turns positive again.
At the present time, our investment position is 50% equities - 50% cash.

End of Quarter Update

Despite some recent volatility, we are still in a positive market environment, holding us in 80% Equities and 20% Cash. The market environment for precious metal is also favorable. We have 10% of the portfolio in Gold stocks. The key of success in investing is to have a disciplined approach. It is what we do.

How does wealth accumulation work?

Actually it is very simple… time + high returns = wealth accumulation

The earlier you start to invest, the better it is (think about your children).

The second most important factor is the return on your investment.

Unfortunately, the information is so confusing that if you use managed funds, you probably don’t really know what the real rate of return on your investment is. The way the industry advertises performance is completely wrong and does not reflect the true investment return you get. You may be thinking that your money is safe with AMP, MCL, AXA and the likes but think about it: the real rate of return you get is probably not far from 5% pa in the long run (if you are lucky: most fund managers underperform the market).

You could also look after your investment by yourself but this requires experience and knowledge and also a lot of dedication, which depending on your situation may not be the best way to enjoy life after a hard working career.

This is where Hypatia Finance can help:

Hypatia Finance specialises in giving advice on market timing and direct equities investing following a very sound and robust investment methodology which I have personally designed.

There is information on this blog about the Hypatia investment methodology but feel free to contact me if you have any questions.

End Of Quarter Update

The market environment remains positive holding us in an investment position of 25% Cash – 70% Equities. Even if the market environment is favorable, finding low risk high return opportunities is challenging. At this juncture, valuation seems almost fully priced by the market. Analysts’ consensus forecast an increase in earnings of 38% over the next two years for the S&P ASX 20 companies. You decide if it is realistic …
Hypatia investment strategy stays clear of all this predictions and don’t try to guess the market. Only a well disciplined and robust methodology adaptative to market conditions will allow you to outperform the market over the long run.