Strategy
Momentum
Australia

ASX Momentum Strategy Closed Trades

20 Apr 2020
By
Rivkin has been running the ASX Momentum Strategy since March 2016.

The ASX Momentum strategy works on the idea that stock prices that have risen significantly over the past, relative to their peers, have a tendency to continue to outperform. This is known as the momentum effect and has been examined extensively in the academic literature.  To learn more about ASX Momentum Strategy click here.

 

2021

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
XRO
Xero Limited
15 Sep 20$90.7715 Feb 21$130.53
55
43.80%$2,186.80
CHC
Charter Hall Group
15 Oct 20$13.5515 Feb 21$14.35
369
5.90%$297.60
SOL
Washington H. Soul Pattinson
15 Dec 20$30.4215 Feb 21$28.95
164
(4.83%)($241.08)
WTC
Wisetech Global
15 Dec 20$30.8815 Jan 21$28.18
162
(8.74%)($442.80)
JHX
James Hardie Industries
15 Sep 20$30.9515 Jan 21$36.86
162
19.10%$963.33

2020

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
SAR
Saracen Mineral Holdings
16 Nov 20$5.6615 Dec 20$4.52
883
(20.14%)($1,015.74)
ANN
Ansell
16 Nov 20$39.2315 Dec 20$34.70
127
(11.55%)($575.31)
BLD
Boral
16 Nov 20$5.2015 Dec 20$4.75
962
(8.65%)($438.30)
CAR
Carsales.Com
15 Sep 20$19.8415 Dec 20$18.86
252
(4.94%)($243.04)
NXT
Nextdc
15 Jul 20$11.1315 Dec 20$11.80
449
6.02%$306.86
GMG
Goodman Group
15 Sep 20$18.1116 Nov 20$19.63
276
8.39%$421.04
OZL
OZ Minerals
17 Aug 20$13.7416 Nov 20$14.97
364
8.95%$446.49
JBH
JB HI-FI
15 Jun 20$39.3516 Nov 20$46.16
127
17.31%$851.25
DMP
Domino's Pizza Enterprises
15 Jun 20$61.6716 Nov 20$78.87
81
27.89%$1,358.80
FMGFortescue Metals Group Ltd. explores for and produces iron ore.
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Fortescue Metals Group
15 May 20$12.1415 Oct 20$16.36
412
43.00%$1,738.64
ANNAnsell Limited provides health and safety protection solutions.
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Ansell
15 Jun 20$34.4315 Sep 20$37.42
145
8.68%$433.55
SARSaracen Mineral Holdings Limited operates as a holding company.
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Saracen Mineral Holdings
17 Aug 20$5.5915 Sep 20$5.30
894
(5.19%)($259.26)
COLColes Group Limited owns and operates a chain of supermarkets and department stores.
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Coles Group
17 Aug 20$18.8815 Sep 20$17.02
265
(9.85%)($492.90)
A2Ma2 Milk Company Limited produces cow milk which is free of a protein called beta casein A1.
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The A2 Milk Company
17 Aug 20$18.9715 Sep 20$16.37
264
(13.71%)($686.40)
EVNEvolution Mining Ltd. is a gold exploration company with operations in Western Australia The Company owns the gold mines -Cracow, Edna May, Mt Rawdon, and Pajingo - and the Mt Carlton development project.
Learn more
Evolution Mining
15 May 20$5.6417 Aug 20$6.07
887
7.62%$381.41
XROXero Limited offers an online accounting system.
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Xero
15 Jun 20$83.0017 Aug 20$93.00
60
12.05%$600.00
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
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Northern Star Resources
15 Jun 20$13.5417 Aug 20$14.15
369
4.51%$225.09
RMDResMed Inc. develops, manufactures and markets medical equipment for the treatment of sleep disordered breathing.
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ResMed Inc.
15 Jul 20$27.8817 Aug 20$24.70
179
(11.41%)($569.22)
TPMTPG Corporation Limited operates as a telecommunications company.
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TPG Telecom
15 Jun 20$8.4015 Jul 20$8.29
595
(1.31%)($65.45)
A2Ma2 Milk Company Limited produces cow milk which is free of a protein called beta casein A1.
Learn more
A2 Milk Company
16 Mar 20$14.4715 Jul 20$19.77
346
36.63%$1,833.80
TUA
Tuas Limited
30 Jun 20$0.347 Jul 20$0.90
14706
164.71%$8,235.36
ASTAusNet Services is an energy delivery service provider.
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Ausnet Services
15 May 20$1.8815 Jun 20$1.73
2667
(8.00%)($400.05)
TPMTPG Corporation Limited operates as a telecommunications company.
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TPG Telecom
16 Mar 20$7.5015 May 20$7.14
667
(4.80%)($240.12)
COLColes Group Limited owns and operates a chain of supermarkets and department stores.
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Coles Group Limited
15 Apr 20$16.4915 May 20$15.10
303
(8.43%)($421.17)
CSLCSL Limited develops, manufactures and markets human pharmaceutical and diagnostic products derived from human plasma.
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CSL
16 Dec 19$282.0615 Apr 20$330.00
18
17.00%$862.92
RMDResMed Inc. develops, manufactures and markets medical equipment for the treatment of sleep disordered breathing.
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Resmed
16 Dec 19$22.2115 Apr 20$25.14
225
13.19%$659.25
DMPDomino's Pizza Enterprises Limited is a franchise license owner of the Domino's Pizza.
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Domino's Pizza Enterprises
16 Mar 20$50.9415 Apr 20$49.39
98
(3.04%)($151.90)
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
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Northern Star Resources
16 Mar 20$9.7015 Apr 20$12.93
515
33.30%$1,663.45
GMGGoodman Group is an integrated industrial property group.
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Goodman Group
16 Mar 20$13.4115 Apr 20$13.50
373
0.67%$33.57
CGFChallenger Limited is an investment management firm.
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Challenger
16 Mar 20$5.9015 Apr 20$5.49
847
(6.95%)($347.27)
WOWWoolworths Group Limited offers retail operations.
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Woolworths Group
16 Mar 20$37.0015 Apr 20$35.89
135
(3.00%)($149.85)
ALLAristocrat Leisure Limited manufactures and sells gaming machines in Australia and internationally.
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Aristocrat Leisure Limited
17 Dec 19$34.1916 Mar 20$24.50
146
(28.34%)($1,414.74)
CARcarsales. owns and operates a portfolio of automotive and related industry websites.
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Carsales.Com Limited
17 Dec 19$16.6716 Mar 20$12.95
299
(22.32%)($1,112.28)
XROXero Limited offers an online accounting system.
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Xero Limited
15 Nov 19$77.6516 Mar 20$74.80
64
(3.67%)($182.40)
JBHJB Hi-Fi Limited is a music and electronic goods retailer in Australia.
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JB HI-FI Limited
16 Sep 19$34.0816 Mar 20$30.04
147
(7.70%)($593.88)
JHXJames Hardie Industries plc manufactures building products for new home construction and remodeling.
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James Hardie Industries
23 Oct 19$25.0616 Mar 20$22.34
199
(10.39%)($517.90)
FMGFortescue Metals Group Ltd. explores for and produces iron ore.
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Fortescue Metals Group Limited
16 Sep 19$9.0216 Mar 20$8.94
554
11.15%($44.32)
APTAfterpay Limited provides payment services.
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Afterpay Limited
17 Feb 20$38.6116 Mar 20$21.50
129
(44.31%)($2,207.19)
MFGMagellan Financial Group Ltd. operates as an investment management company The Company invests in global equities and listed infrastructure.
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Magellan Financial Group Limited
15 Jan 20$62.4916 Mar 20$40.01
80
(34.06%)($1,798.40)
BPTBeach Energy Limited explores for, develops, and produces oil and natural gas.
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Beach Energy Limited
15 Jan 20$2.7517 Feb 20$2.16
1818
(21.45%)($1,072.62)
QANQantas Airways Limited provides transportation of passengers through two airlines including Qantas (full service carrier) and Jetstar (low cost carrier), operating international, domestic and regional services.
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Qantas Airways
16 Dec 19$7.3315 Jan 20$7.17
682
(2.18%)($109.12)
LLCLendlease Group designs, develops, and manages property and infrastructure assets.
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Lendlease
16 Dec 19$19.1215 Jan 20$18.51
262
(3.19%)($159.82)

2019

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
APTAfterpay Limited provides payment services.
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Afterpay Touch
16 Sep 19$31.6016 Dec 19$28.57
158
(9.59%)($478.74)
NCMNewcrest Mining Limited is a gold mining, exploration and production company.
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Newcrest Mining
15 Aug 19$37.3115 Nov 19$31.15
134
(16.51%)($825.44)
WTCWisetech Global Limited designs and develops cloud-based logistics software solutions.
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WiseTech Global Limited
15 Oct 19$34.5023 Oct 19$24.79
145
(28.14%)($1,407.95)
MFGMagellan Financial Group Ltd. operates as an investment management company The Company invests in global equities and listed infrastructure.
Learn more
Magellan Financial
15 Mar 19$35.9915 Oct 19$47.51
139
0.32%$1,601.28
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
Learn more
Northern Star
15 Aug 19$12.4316 Sep 19$10.51
402
(15.45%)($771.84)
CHCCharter Hall Group invests in and develops real estate.
Learn more
Charter Hall Group
15 Feb 19$8.5616 Sep 19$10.82
584
28.41%$1,319.84
EVNEvolution Mining Ltd. is a gold exploration company with operations in Western Australia The Company owns the gold mines -Cracow, Edna May, Mt Rawdon, and Pajingo - and the Mt Carlton development project.
Learn more
Evolution Mining
15 Aug 19$5.3716 Sep 19$4.53
931
(15.64%)($782.04)
APTAfterpay Limited provides payment services.
Learn more
Afterpay Touch
15 Jul 19$24.3815 Aug 19$23.13
205
(5.13%)($256.25)
FMGFortescue Metals Group Ltd. explores for and produces iron ore.
Learn more
Fortescue Metals
15 Feb 19$6.2815 Aug 19$7.32
796
30.89%$827.84
ALUAltium Limited develops electronic design automation (EDA) software for the Microsoft Windows operating system.
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Altium Limited Ordinary
17 Jun 19$32.9015 Aug 19$32.64
152
(0.79%)($39.52)
RIORio Tinto Limited is an international mining company.
Learn more
Rio Tinto Limited Ordinary
17 Jun 19$103.4715 Jul 19$103.02
48
(0.43%)($21.60)
A2Ma2 Milk Company Limited produces cow milk which is free of a protein called beta casein A1.
Learn more
The A2 Milk Company
15 Apr 19$14.0517 Jun 19$13.95
356
(0.71%)($35.60)
XROXero Limited offers an online accounting system.
Learn more
Xero Ltd.
15 May 19$54.5317 Jun 19$58.43
92
7.15%$358.80
RIORio Tinto Limited is an international mining company.
Learn more
Rio Tinto
15 Apr 19$100.8915 May 19$96.50
50
(4.35%)($219.50)
GMGGoodman Group is an integrated industrial property group.
Learn more
Goodman Group
15 Feb 19$12.6115 Apr 19$13.04
397
3.41%$170.71
EVNEvolution Mining Ltd. is a gold exploration company with operations in Western Australia The Company owns the gold mines -Cracow, Edna May, Mt Rawdon, and Pajingo - and the Mt Carlton development project.
Learn more
Evolution Mining
15 Feb 19$3.7915 Apr 19$3.50
1319
(7.65%)($382.51)
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
Learn more
Northern Star Resources
15 Jan 19$9.5215 Mar 19$8.96
525
(5.88%)($294.00)

2018

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
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Northern Star Resources
15 Oct 18$9.0017 Dec 18$8.07
556
(10.33%)($517.08)
WHCWhitehaven Coal Limited operates as a coal producer.
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Whitehaven Coal
16 Jul 18$5.7015 Nov 18$4.67
877
(18.07%)($903.31)
XROXero Limited offers an online accounting system.
Learn more
Xero Ltd.
16 Apr 18$35.8515 Oct 18$43.00
139
19.94%$993.85
STOSantos Limited explores for and produces natural gas, liquefied natural gas, crude oil, condensate, naphtha and liquid petroleum gas.
Learn more
Santos Ltd.
15 Aug 18$6.4215 Oct 18$6.82
779
6.23%$311.60
CSLCSL Limited develops, manufactures and markets human pharmaceutical and diagnostic products derived from human plasma.
Learn more
CSL Limited
15 Jun 18$188.6915 Oct 18$188.51
26
(0.10%)($4.68)
RMDResMed Inc. develops, manufactures and markets medical equipment for the treatment of sleep disordered breathing.
Learn more
Resmed Inc
17 Sep 18$15.9515 Oct 18$14.38
313
(9.84%)($491.41)
FLTFlight Centre Travel Group Ltd. operates as a retail travel agency in Australia The Company operates close to 1200 outlets throughout Australia and internationally including New Zealand, Hong Kong, South Africa, Canada and the United Kingdom.
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Flight Centre Travel Group Ltd.
15 Mar 18$54.1017 Sep 18$55.11
92
2.98%$92.92
ALLAristocrat Leisure Limited manufactures and sells gaming machines in Australia and internationally.
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Aristocrat Leisure
16 Jul 18$31.6815 Aug 18$31.00
158
(2.15%)($107.44)
STOSantos Limited explores for and produces natural gas, liquefied natural gas, crude oil, condensate, naphtha and liquid petroleum gas.
Learn more
Santos Ltd.
15 Jun 18$5.8816 Jul 18$6.14
850
4.42%$221.00
EVNEvolution Mining Ltd. is a gold exploration company with operations in Western Australia The Company owns the gold mines -Cracow, Edna May, Mt Rawdon, and Pajingo - and the Mt Carlton development project.
Learn more
Evolution Mining
15 Jun 18$3.5516 Jul 18$3.31
1408
(6.76%)($337.92)
AWCAlumina Limited is an Australian resource company that produces alumina.
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Alumina Ltd
15 May 18$2.8415 Jun 18$2.73
1761
(3.87%)($193.71)
A2Ma2 Milk Company Limited produces cow milk which is free of a protein called beta casein A1.
Learn more
The A2 Milk Company
15 Dec 17$7.4515 Jun 18$10.62
671
42.55%$2,127.07
BSLBlueScope Steel Limited supplies steel products and solutions.
Learn more
Bluescope Steel
15 May 18$18.5015 Jun 18$18.35
270
(0.81%)($40.50)
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
Learn more
Northern Star Resources
15 Mar 18$6.5915 May 18$6.70
759
2.35%$83.49
EVNEvolution Mining Ltd. is a gold exploration company with operations in Western Australia The Company owns the gold mines -Cracow, Edna May, Mt Rawdon, and Pajingo - and the Mt Carlton development project.
Learn more
Evolution Mining
15 Mar 18$2.8815 May 18$3.28
1736
13.89%$694.40
BSLBlueScope Steel Limited supplies steel products and solutions.
Learn more
Bluescope Steel
15 Mar 18$15.5216 Apr 18$15.80
322
1.80%$90.16
STOSantos Limited explores for and produces natural gas, liquefied natural gas, crude oil, condensate, naphtha and liquid petroleum gas.
Learn more
Santos Ltd.
15 Dec 17$5.0815 Mar 18$4.80
984
(5.51%)($275.52)
S32South32 Limited operates as a diversified metals and mining company.
Learn more
South32
15 Jan 18$3.9115 Mar 18$3.18
1279
(18.67%)($933.67)
A2Ma2 Milk Company Limited produces cow milk which is free of a protein called beta casein A1.
Learn more
The A2 Milk Company
15 Dec 17$7.4515 Mar 18$12.76
671
71.28%$3,563.01
ORGOrigin Energy Limited is an integrated energy company.
Learn more
Origin Energy
15 Dec 17$9.2015 Feb 18$8.66
543
(5.87%)($293.22)
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
Learn more
Northern Star Resources
15 Jan 18$6.0615 Feb 18$6.15
825
1.49%$74.25
CIMCIMIC Group Limited offers engineering and construction services.
Learn more
Cimic Group
16 Oct 17$46.3615 Jan 18$50.82
108
9.62%$481.68
CARcarsales. owns and operates a portfolio of automotive and related industry websites.
Learn more
Carsales.com
15 Dec 17$15.3115 Jan 18$14.28
327
(6.73%)($336.81)

2017

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
COHCochlear Limited researches, develops and markets cochlear implant systems for hearing impaired individuals.
Learn more
Cochlear Ltd
15 Nov 17$177.4015 Dec 17$175.11
28
(1.29%)($64.12)
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
Learn more
Northern Star Resources
15 Nov 17$5.5815 Dec 17$5.74
896
2.87%$143.36
FLTFlight Centre Travel Group Ltd. operates as a retail travel agency in Australia The Company operates close to 1200 outlets throughout Australia and internationally including New Zealand, Hong Kong, South Africa, Canada and the United Kingdom.
Learn more
Flight Centre Travel Group Ltd.
17 Jul 17$44.1015 Dec 17$44.56
113
3.17%$51.98
QANQantas Airways Limited provides transportation of passengers through two airlines including Qantas (full service carrier) and Jetstar (low cost carrier), operating international, domestic and regional services.
Learn more
Qantas Airways
15 May 17$4.7415 Nov 17$5.72
1055
22.15%$1,033.90
IFLIOOF Holdings Limited is a financial services company operating in Australia.
Learn more
Ioof Holdings Ltd
16 Oct 17$11.2315 Nov 17$10.60
445
(5.61%)($280.35)
ILUIluka Resources Limited is involved in the mining, concentration and separation of mineral sands and titanium minerals.
Learn more
Iluka Resources
15 Aug 17$9.3315 Nov 17$9.45
536
1.93%$64.32
AWCAlumina Limited is an Australian resource company that produces alumina.
Learn more
Alumina Ltd.
15 Sep 17$2.1816 Oct 17$2.24
2294
2.75%$137.64
ALQALS Limited is a commercial services company with national and international operations.
Learn more
ALS Limited
15 Aug 17$7.9916 Oct 17$8.27
626
3.50%$175.28
S32South32 Limited operates as a diversified metals and mining company.
Learn more
South32 Limited
15 Aug 17$3.0615 Sep 17$3.13
1634
4.94%$114.38
ALLAristocrat Leisure Limited manufactures and sells gaming machines in Australia and internationally.
Learn more
Aristocrat Leisure
19 Apr 17$19.4015 Aug 17$20.74
258
7.63%$345.72
BSLBlueScope Steel Limited supplies steel products and solutions.
Learn more
BlueScope Steel Limited
15 Nov 16$9.2815 Aug 17$14.13
539
52.69%$2,614.15
CPUComputershare Limited operates share registries and computer bureaus which includes the administration of employee share and option plans and the provision of software that specializes in share registry, financial and stock markets.
Learn more
Computershare Limited
17 Jul 17$14.7815 Aug 17$14.43
338
(2.37%)($118.30)
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
Learn more
Northern Star Resources
15 Jun 17$4.7817 Jul 17$4.56
1046
(4.60%)($230.12)
CSLCSL Limited develops, manufactures and markets human pharmaceutical and diagnostic products derived from human plasma.
Learn more
CSL Limited
15 Jun 17$140.6817 Jul 17$130.13
36
(7.50%)($379.80)
DOWDowner EDI Limited provides engineering and infrastructure management services to the public and private rail, road, power, telecommunications, mining and resources sectors in Australia, New Zealand, Asia and the Pacific.
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Downer EDI
15 May 17$6.3215 Jun 17$6.27
791
(0.79%)($39.55)
AGLAGL Energy Limited sells and distributes gas and electricity.
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AGL Energy
15 Mar 17$25.0015 Jun 17$25.28
200
1.12%$56.00
ORGOrigin Energy Limited is an integrated energy company.
Learn more
Origin Energy
18 Apr 17$7.5215 May 17$7.62
665
1.33%$66.50
CPUComputershare Limited operates share registries and computer bureaus which includes the administration of employee share and option plans and the provision of software that specializes in share registry, financial and stock markets.
Learn more
Computershare Ltd.
15 Mar 17$13.9015 May 17$14.81
360
6.55%$327.60
DOWDowner EDI Limited provides engineering and infrastructure management services to the public and private rail, road, power, telecommunications, mining and resources sectors in Australia, New Zealand, Asia and the Pacific.
Learn more
Downer EDI
17 Oct 16$5.6918 Apr 17$5.38
879
(3.34%)($272.49)
FMGFortescue Metals Group Ltd. explores for and produces iron ore.
Learn more
Fortescue Metals
15 Jun 16$3.1318 Apr 17$5.35
1597
81.15%$3,545.34
RIORio Tinto Limited is an international mining company.
Learn more
Rio Tinto Limited
15 Feb 17$68.6715 Mar 17$60.20
73
(9.95%)($618.31)
AWCAlumina Limited is an Australian resource company that produces alumina.
Learn more
Alumina Ltd.
15 Dec 16$1.7715 Mar 17$1.82
2825
5.08%$141.25
S32South32 Limited operates as a diversified metals and mining company.
Learn more
South32 Ltd
15 Sep 16$2.1915 Feb 17$2.67
2283
21.92%$1,095.84

2016

Stock CodeStock nameEntry DateEntry PriceExit DateExit PriceUnitsGross P/L (%)Gross P/L
JBHJB Hi-Fi Limited is a music and electronic goods retailer in Australia.
Learn more
JB Hi-Fi
17 Oct 16$29.0715 Nov 16$25.65
172
(11.76%)($588.24)
ALLAristocrat Leisure Limited manufactures and sells gaming machines in Australia and internationally.
Learn more
Aristocrat Leisure
15 Aug 16$15.4215 Nov 16$14.07
324
(8.75%)($437.40)
COHCochlear Limited researches, develops and markets cochlear implant systems for hearing impaired individuals.
Learn more
Cochlear
15 Sep 16$133.8917 Oct 16$137.47
37
2.67%$132.46
BSLBlueScope Steel Limited supplies steel products and solutions.
Learn more
BlueScope Steel
15 Jun 16$6.1717 Oct 16$7.74
810
25.45%$1,271.70
NSTNorthern Star Resources Ltd. manufactures precious metals The Company provides mining and production of gold.
Learn more
Northern Star
15 Aug 16$4.8615 Sep 16$4.11
1029
(15.43%)($771.75)
NCMNewcrest Mining Limited is a gold mining, exploration and production company.
Learn more
Newcrest Mining
18 May 16$21.3015 Sep 16$21.17
235
(0.61%)($30.55)
STOSantos Limited explores for and produces natural gas, liquefied natural gas, crude oil, condensate, naphtha and liquid petroleum gas.
Learn more
Santos Ltd
15 Jul 16$4.8116 Aug 16$4.71
1040
(2.08%)($104.00)
S32South32 Limited operates as a diversified metals and mining company.
Learn more
South32
15 Jul 16$1.8915 Aug 16$1.98
2646
4.50%$224.91
CIMCIMIC Group Limited offers engineering and construction services.
Learn more
Cimic Group Ltd.
18 May 16$38.1015 Jul 16$32.33
131
(15.14%)($755.87)
TWETreasury Wine Estates Limited operates vineyards and wineries.
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Treasury Wine Estates
18 May 16$10.2415 Jul 16$9.54
488
(6.84%)($341.60)
DMPDomino's Pizza Enterprises Limited is a franchise license owner of the Domino's Pizza.
Learn more
Dominos Pizza Enterprises
18 May 16$67.7715 Jun 16$68.77
74
1.48%$74.22
MPLMedibank Private Limited offers private health care coverage for hospital and ancillary services.
Learn more
Medibank Private
18 May 16$3.1115 Jun 16$3.09
1608
(0.64%)($32.16)

Important notice:

The above tables show the entry and exit date and the entry and exit price of each recommendation at the date they are recommended.  % returns are accurate and take into account any dividends paid for this stock if the stock is held over an ex-div period.  Recommended units and value of the profits are adjusted to reflect current model amounts (∼$5000 at entry).  Before 2019 some of the strategies were using different quantities.  This adjustment would not change the % return of the model portfolio

SHOW COMMENTS / QUESTIONS (5)

5
Comments

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Steve A.

Some of the totals shown are wildly inaccurate. See BSL sold 15 Aug 17 which is out by 300% assuming gross profit is exit price minus entry price result multiplied by units. FMG 2017 is also way out. I find the profit amount often disagrees with the formula across other portfolios closed trades too. It varies between accurate, a little off and significantly off. These two are the most dramatic here.

Steve A.

It’s only the actual profit amounts that are out. They can be higher or lower regardless of whether a profit or loss. The percentages are actually correct.

Oliver Gordon

Good Morning Steve, With the percentages, these should all be correct, however we are going through and double checking. If there are small differences, it is likely because we also account for any dividends paid, if we have held the stock over the ex date. We are planning on including a dividend column in the table so this is clearer. With the dollar amounts, thanks for alerting us to this. The reason some of these are out by a large amount is that when we started the ASX Momentum strategy, at a 5-stock portfolio, we were running a $100K portfolio,… Read more »

Mark M.

On the 23/10/2019 this strategy sold WTC at a big loss. This is not reflected in the table above. Can you please explain for members why you choose to hide such a poor closed trade?

Anonymous User

Hello Mark,

You are correct. We have just amended the table to reflect the WTC trade. We bought this on the 15th of October at $34.50 as part of our normal process, however we made a discretionary call to exit on 23rd October at $24.79. It was merely an oversight that the trade was not in the table, as our typical process is to update the closed ASX Momentum trades table shortly after the 15th of each month.

Regards, Thomas.

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