 |
 |
 |
 |
 |
 |
 |
| Profit/Loss | Total portfolio capital | % Return | Compounded annual % | |
|---|---|---|---|---|
| Publicly Audited Portfolio | $390,628 |
$490,628 |
390.63% |
15.88% |
| ALL-ORDS Index | $32,683 |
$132,683 |
32.68% |
2.66% |
* The SPA3 hEdge Public Portfolio includes brokerage at online brokerage rates.
Full trade history for closed trades is available by clicking on the link below.
**The SPA3 hEdge rules have been used for hedging the portfolio during High Risk market periods over the life of the portfolio. The SPA3 hEdge closed trades can be viewed by clicking on the link below.
*** Maximum drawdown for the Public Portfolio during the life of the portfolio to date is 21.01%.
The maximum drawdown for the ALL-ORDS Accumulation Index is 50.72% and the maximum drawdown for the ALL-ORDS is 53.99%.
Research shows that the average return of high and medium risk Managed Funds are similar to the ALL-ORDS Index. Low risk equity Managed Funds and Super Managed Funds tend to underperform the ALL-ORDS Index. That is why we have used the ALL-ORDS Index as a benchmark against which to measure SPA3 performance even though most investors’ performance, whether via Managed Funds or direct investment in the market, would be less than the performance of the ALL-ORDS.
SPA3 hEdge Public Portfolio Historical Trades
The historical trades shown in the downloadable spreadsheet exclude unrealised profit or loss at any given time in the life of the portfolio. They also exclude dividends and interest earned during High Risk periods when the portfolio was mainly in cash.
Click the link below to view the full history of trades and hedges from 25 January, 2001 to 8th November, 2011.
A demonstration of SPA3 will include the up-to-date Public Portfolio Performance.
* The performance of the SPA3 public portfolio has been achieved by strictly adhering to the SPA3 rules and processes. Portfolio returns will differ when taking into account portfolio size, trade selection and the time the portfolio began. Past performance is no guarantee of future performance. Trades are committed to the portfolio in real-time and include costs associated with trading but are not executed in the market.
