Hi team just downloaded the product and set up a portfolio wow it looks a very solid system and on the face of it not extremely high risk should fit in very nicely for me
Hi Ralph,
The SPA3 Income getting started manual is a great resource to also familiarise yourself with.
It provides details on the system’s expectancy based upon research and back-testing.
I also recommend viewing the SPA3 Income Public Portfolio Investment Plan, which outlines the core objective covering both reward and risks.
Here’s an important snippet.
The Reward Objective or performance goal for the portfolio is to:
Double the annualised return of the S&P500 Total Return Index, as measured over a rolling sevenyear period. That is, the goal is around 30% annualised return (using the $SPXTR return over the
last 7 years).
Note: SWS has used the Rule of 114 to determine how long it takes to triple a starting capital
base, given an annualised return growth rate.
A 25% annualised return rate of growth takes 4.56 years to triple an account.
The Risk Objective for the portfolio are:
The SPA3 Income Public Portfolio will not have any Risk Objective as it will accept whatever
drawdown results from using the SPA3 Income Strategy.
This has been decided so that the portfolio can be used:
- as a training tool for other SPA3 Income active investors, and
- to stress test various portfolio risk management techniques and metrics to improve
drawdowns and returns.
That said, the stakeholders expect that at least one Maximum Drawdown of 30% can occur in any rolling 5-year period.
Thanks David slowly you re rewiring my brain.
Still trading Crypto as per the signals I guess that gets me over the stress bit LOL.
Thanks again I really enjoy your weekly dose of positivity