Sector Rotation

It is an observable fact that as an economy moves forward, different sectors of the economy tend to dominate and perform better than others. Even within these sectors different industries or industry groups can perform better than others. The performance of these sectors and industries can be a factor of the stage of the business…

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Relative Performance Strategy

Identifying and investing in the dominant sectors before they make a significant move is the key to out-performance. What is relative performance? Relative performance is the measurement of the performance of a sector and or industry against a suitable bench mark such as the All Ordinaries Index. By comparing the returns of a portfolio against…

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Modern Portfolio Theory

Modern Portfolio Theory Modern Portfolio Theory or “MPT”, is a theory of finance that attempts to reduce risk for a given level of expected return by carefully choosing the proportions of various assets and spreading these choices throughout the market. In plain English “don’t put all your eggs in one basket”. You can achieve a…

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