Announcement: Additional Stocks for SPA3 Investor

Products SPA3 Investor
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Dear Valued Members,

We are pleased to announce that the Universe of stocks available for SPA3 Investor has been increased.

There are now an additional 12 stocks on the ASX and 14 stocks in the US that can be used with the SPA3 Investor methodology, bringing the total number of stocks to 42 and 44 respectively.

Some of our eagle-eyed members may already be aware of this. However, for the greater understanding of all our members, the additional stocks for both the Australian and the US markets are outlined below:

ASX stocks: CIM, FPH, MND, RMD, SEK, WOR, WHC, MIN, DMP, SAR, EVN, NST

USA stocks: AAXN, AMD, BIDU, CRM, DIS, DXCM, HFC, LRCX, MELI, NTES, TSLA, SQM, TTWO, UAL

These stocks will already be available on the SWS Alerts App (*Only users with a US data subscription will have access to the US stocks.)

With regards to Beyond Charts, if you have not opened the program in recent weeks you will need to go through the steps below to allow the update to take effect:

  1. Open Beyond Charts and Leave it Open for a few minutes. (This allows the necessary update script to be downloaded to your system)

  2. Shutdown Beyond Charts.

  3. Open Beyond Charts again (upon re-opening Beyond Charts, the update script will run and the necessary changes will be applied)

Once the update is complete, you can view the full list of stocks at any time via the Industry Watch Lists Panel in Beyond Charts. Look for “SWS ASX Stocks for SPA3 Investor” & “SWS USA Stocks for SPA3 Investor”. (*Only users with a US data subscription will have access to the US stocks.)

If you have performed the steps outlined above and are still unable to view the updated Watch Lists in Beyond Charts, please contact the support team on 03 9585 0300 or email us at support@sharewealthsystems.com.

Please note, the addition of these stocks does not change any of the research with regards to the optimal number of positions one should hold in their US or AUS Equal Weighted Stocks Portfolio. It simply provides a greater list to choose from. You can re-visit this research here.

As always, please feel free to continue the discussion below.

Kind Regards,
Vince.

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Thanks Vince - has the backtesting been done with the larger universe at all or is the expectation that similar returns will be achieved?

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Nick,

The Expectancy and Sharpe Ratio for each of the stocks added to the SPA3 Investor universe are in a similar range to, or better than, the stocks already in the universe. They all met the trendability and volatility criteria that I looked for. If anything, there is a little more average volatility in this bunch on both markets.

There is no reason to expect a degradation or improvement of returns, just greater breadth of choice to improve exposure and opportunity to ensure that strong up trends are captured.

Regards
Gary

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Thanks for that Gary.