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Benefits & Features
- Weekly Market Report
Hold a diversified Australian equity portfolio with the option to either carefully leverage up or hedge risk when market conditions warrant - all with only two ASX-listed investments! - Monthly Market Report
Maintain a highly diversified balanced investment portfolio using our technical and fundamental ratings. Augment this strategy with our global rotation model, which aims to capture major global trends while limiting downside risk.
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"What are exchange traded funds, and how to trade them without getting burnt."
About PennyWise Investment
PennyWise Investment is Australia's only independent research house specialising in a revolutionary new product - exchange traded funds or ETFs - that offers to make life a lot easier for investors. ETFs are cheap and fairly transparent index funds that match the performance of indices like the S&P/ASX 200 index, sectors such as financials or resources, emerging markets, even gold. And all can be purchased directly on the Australian Stock Exchange.
PennyWise Investment combines the power of ETFs with carefully tested momentum and valuation strategies to create cheap and effective model portfolios for self-directed investors and/or financial planners.
Back-testing our ASX Market Timer signals between 1974 and mid-2011 produced an impressive 14.5% annualised returns compared to 8.2% for the S&P/ASX 200 price index. A non-leverage version of our model - which only hedged during market declines - produced a respectable 12.4% annualised return. And our model achieved smaller losses during bear markets.
Back-tested from 1988 to 2010, our Global Rotation signals produced 14.8% annualised returns, compared with only 9.1% for the S&P/ASX 200 total return index. What's more, the average loss in a losing year was only 7% for the global rotation strategy, compared with 12% for the S&P/ASX 200 index.