Sydneyplus 5 Equities Fund


Investing made simple while sustaining maximum capital growth at low risk

Sydneyplus 5 Equities Fund is a private equity fund that invests in the best performing shares of the top 300 Australian stocks listed on the Australian Stock Exchange (ASX). Usually, equity funds invest in shares that form part of an index. Such funds buy all the stocks participating in such an index. The number of shares bought in each stock reflects the ratio with which that stock participates in that index. Accordingly, such funds deliver at best an equivalent performance or capital growth matching the rise or fall of such an index.
 

Sydneyplus 5 Equity Fund goes beyond such methods and models. Our fund buys and holds stocks as long as they fulfil the capital growth criteria that we have developed and very successfully implement over the past 20 years insuring a positive performance. Our fund identifies the shares listed on the ASX that have the most potential to produce above average returns with minimal risk in the next up coming market phase. Our fund invests a major part of its funds on shares within the ASX 100 and the rest in shares listed on the ASX 200 and ASX 300 indexes. Our fund does not distinguish between, short, middle and long term investing. During favourable market conditions our fund is invested up to 100% in the share market. At times of an unfavourable stock market environment our fund holds its assets in cash.

Sydneyplus 5 Equities Fund perceives greed and fear as the biggest risk factors that rage over the markets. Our fund utilises these dominating risks to improve its portfolio performance. Our fund perceives trading periods in which fear and panic dominate as buying signals and those of overconfidence as a signal that the selling period is approaching.   


 
News and Recommendations

   Current Market Perception 
 

 
   The vicious bear market cycle is  
  
over!  We are at  the beginning
 
  of the   next major (mega) bull  
 
  market. The time is ripe to enter
 
  the market & buy  stocks. They
 
  should be a few rough patches 
 
  along the way! Now is the time
  
to plan with a bull market for the
 
  next 10 years!

   Index Targets

                         Short / Middle      Short / Middle 
                           
Low               High        
    All Ords      4'600            5200       5'400
   Nasdaq       2'100            2380       2'500
  
Dow (DJ)   10'100          11’000     11'300

   …..more

  
Short Term Stock Picks
 
   
All Ords: SDL, AOE, SIP, CTX

   All our favourites are to be found in
    …..more

 Newsletter

   Subscribe to our Newsletter  and
  
receive more detailed information
  
on our Market Conception, Index 
  
Targets and Stock Picks

 
Live Data

   Australia: All Ords
 
  Germany: DAX
 
  Japan: Nikkei 225
 
  Switzerland: SMI
 
  USA: Dow Jones
  
         Nasdaq

 

Our Services
        
 
  Consultancy
  Financial planners 
  
Real estate
  Project management

 


 

Our Current Performance Target Strategy

Short term investing   ▬► 10% return
Middle term investing
▬►  20% return
Long term investing  
 ▬► 35% return

Our Current Investing Cycle
   
buy   hold  
  go long   sell   go short  cash
███  ███    ████   ███    ████    ███

Our Current Trading time frame 

Short term investing   ▬► 4 weeks
Middle term investing
▬►  3 months
Long term investing  
 ▬► 9 months

The Current Stock Market Climate
                                 
     Low                            High
Market Risk                █ █ █ █ █ █ █  █ █ █ █ █
Return on Investment    █ █ █ █ █ █ █  █ █ █ █ █
Portfolio Volatility         █ █ █ █ █ █ █ █  █ █ █ █

Sydneyplus 5 Equities Fund  
 
 
 
. Above average return on your investments
 
. Methods and models used result in below
   average risk on
your investments.
 
. A simple and transparent equities fund.
 
. Entry and exit prices fixed at market close 
   every Monday

 
. An ideal vehicle for your retirement plans
 
.   …..more
   
  
 

Sydneyplus 5 Equities Fund
 
 
click to Obtain The Current Quote

 

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Our Expectations 2010/11
       
(as issued on the 27.12.2009)


       
Index Targets
 
                                Low        High  
        1.
All Ords    4'600 –   6'300
        2.
Nasdaq      2'100 –  3'100
       
3. Dow (DJ) 10'100 – 13'400
          
…..more

       
       
         
Stock Picks

            
All Ords (Expected Year Highs)
        1. BSL (5.20)       AWC(2.90)
        2.
FMG (7),         ORI (40)
        3.
MQG (75)        AMP (9.80)  
       
4. ANZ (30)         GFF (2.10)
        5.
LLC (13),        BHP (55)
        6.
WBC (33)        RIO (92) 
         
…..more

     
Nasdaq (Expected Year Highs)
          
1. ETFC (3.60)    PMCS (13)
        2.
NTAP (49)      INTC( 29)
        3.
EBAY (34)      CSCO (33)
        4.
BRCM (44)     XLNX (33)
        5.
MSFT (40)      YHOO (22)
           
…..more

       Sydneyplus 5 Equities Fund  
           does not invest in markets
                  outside Australia

Our Current Investing Strategy

(as issued on the 27.12.2009)

Your  Sydneyplus 5 Equities Fund

 

 

Making Investing Simple at Low Risk! 


website last  updated: 3 January 2010