Investors position in the family of trading plans

Products SPA3 Investor
1

Hi is this still being actively traded as the place to put the largest portion of funds as all the focus seems to be on income at the moment also is this portfolio now using MOC orders

2

Hi Ralph,

That’s where the bulk of my funds are in both a personal account & Super.

From November 2023 annualised up to now + 5.5% above index. Happy with that.

The Super is not as impressive, but that’s just the way the trades come along I suppose.

I trade 10 equal weighted. and try and keep the portfolios evenly balanced stock wise.

Bit rough at the moment in the choppiness.

Cheers

Dennis

3

Thanks that helps I have a small income portfolio and at the moment its too good to be true but Im sure it will return to the back tested performance at some stage

4

Hi Dennis,

I’m interested in how you handle having two portfolios, one being in Super and the other personally. I am doing the same with 9 equal weighted positions in each. They were started two months apart with one starting in June and the second in August 2025. They are now holding almost identical positions with eight being the same. I expect shortly they will be exactly the same.
Are you in the same position or have you implemented rules that ensure you hold different stocks in each?

5

Hi Gerda,

I have different stocks in each. At times most of the selling action is only in one portfolio, so new signals that come along I get that portfolio back up to the same current number as the other, then balance out if positions need to be filled.

Hope that helps.

Dennis