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What can I do with strategies?

The Need…

Strategies enable companies with characteristics that you like to be short listed. This is achieved by using filters that target these characteristics. The filters may be used to identify both buy and sell opportunities.

To get you started your subscription includes a free strategy named Index Hunter. Access includes details of the filters used, returns, positions and trades. In addition to experiencing how a strategy works it can be informative as to how to compose a strategy.

The Solution…

Strategies may be:

  • Built by you: To assist, a Strategy Tutorial is provided that takes a step by step walk through to composing a strategy.

    Compose & back test a strategy to determine past performance & refine the filters used. …more

    Benchmark your strategy to Index Hunter & compare filters used with return results.

  • Leased from the Library: The library lists strategies developed by subscribers that have been made available at their choice

    Strategy lease rates vary relative to the balance of performance to risk profile of targeted companies & diversity of positions. The number of leases available is based on the liquidity of the shares targeted so as to limit the impact on performance. …more

  • Submitted for Leasing: Strategies that you have developed & feel have appeal to subscribers may be submitted for inclusion in the library. Simply email details of the strategy to . Terms & conditions are covered in the Subscription Agreement & earnings are explained in Rates.

Available Strategies as at 4/7/2008

Highest Overall Monthly Returns (%)

  1. Active Trader     Max: 144.03
  2. -0.08Monthly returns137.14
  3. Nucleus Portfolio     Max: 116.52
  4. -0.71Monthly returns88.85
  5. Index Hunter     Max: 129.04
  6. -5.45Monthly returns87.56

Lowest Maximum Monthly Holdings

  1. Index Hunter     Max: 11
  2. 3Monthly holdings4
  3. Nucleus Portfolio     Max: 11
  4. 4Monthly holdings2
  5. Regular Trader     Max: 17
  6. 8Monthly holdings5