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Newsletter case study portfolio results


These are a summary of every notional case study trade taken during each financial year. Every case study trade is monitored and managed in real time and concurrent weekly discussion notes are provided in the newsletter.  Average case study trade is open for 27 days. 10 year success rate average is 72% 


At the end of each newsletter, we include a list of case study trades and we provide a summary report every six months. Our returns have been excellent since 1996 and they are indicative of  what is possible for private traders when trading discipline is consistently applied. The returns are also possible because of our trading size. The average trade in our samples is $20,000.  Each year we start with a nominal portfolio capital of $100,000. Losses are deducted during the year. All profits are banked so working capital remains at a constant $100,000. Our smaller trading size means we can take advantage of opportunities that larger traders avoid.

These case studies are monitored and managed in real time with concurrent weekly summary reporting in each newsletter and show how various trading strategies are implemented. The case study tracking money management section is intended to show how specific trading approaches discussed in previous tutorials have worked out. This section is not a model portfolio, nor is it a collection of stock tips. It is a developing example of how trading strategies are applied - and modified - how losses are controlled and how profitable exits are made - within the rules of the case study trade. The return on equity is a way of keeping score and does not represent the best possible returns. For this reason profits are not added to trading equity. This fails to take advantage of compound returns but it is consistent with the tutorial nature of the newsletter. Each case study is selected because it is typical of trading patterns common in many stocks in the market at that time. The notional examples show the trading principles, and it is left to readers to apply these principles to their own stocks that are moving in similar ways. Please note that the entry and exit dates shown in the tables refer to the date of the newsletter in which the entry and exit were discussed. Direct investing in the stock market can result in loss. Historical results are no guarantee of future returns.


2006-2007 financial year


2005-2006 financial year


2004-2005 financial year


2003-2004 financial year


2002-2003 financial year

2003 results.gif (27035 bytes)


2001-2002 financial year

2002 results.gif (25267 bytes)


2000-2001 financial year

2001 results.gif (19452 bytes)


1999-2000 financial year

2000 results.gif (113999 bytes)


1998-1999 financial year

1999 results.gif (88126 bytes)


1997-1998 financial year

1998 results.gif (32768 bytes)


1996-1997 financial year

1997 results.gif (25448 bytes)



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