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.

NUF (Australia - ASX) showing value at this level

End of Quarter Update

The market environment is positive. Presently Hypatia investment position is 60% Equities – 40% Cash. As stated before, we are looking for stocks offering an attractive Risk-Return ratio.

AGO (Australia - ASX) may have finished correcting

Market Update

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The market environment has turned positive (since Sep 17 2010). Presently Hypatia investment position is 100% cash. We will start now looking for stocks which offer an attractive risk/return ratio and build progressively our equities position. If the market keeps rising we will increase slowly our market exposure but if the market turns again negative we will still have a comfortable cash position and will come back to a more defensive posture. As you understand, we don’t try to forecast the next market move, this is an important feature of the Hypatia investment methodology.
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