Australian (ASX) Stock Market Forum

Recent content by KnowThePast

  1. KnowThePast

    NWL - Netwealth Group

    It's a shame I haven't seen this earlier. I've been using them for my super for many years and really like their platform - well designed and easy to use. I haven't seen them make many changes to it over the years. Doesn't bother me as a user, it does everything I need. I do wonder how much...
  2. KnowThePast

    Any good stock picking services I can follow?

    A bit of shameless self-promotion :) www.forwardcaster.com It's not stock tips, but it's a way to create or follow an automated strategy based on fundamental and technical indicators.
  3. KnowThePast

    My (Automated) Investment Journey

    This week, added SMR and PGX. The buy filter is now looking empty, with about 60% of funds invested so far. The way Piotroski score is calculated, it is unlikely there will be many new buying opportunities until the next set of annual reports. I will keep updating this thread with regular...
  4. KnowThePast

    My (Automated) Investment Journey

    Add SYD to the portfolio, 268 @ $7.31
  5. KnowThePast

    My (Automated) Investment Journey

    Hi brty, I've used the P/B from the beginning, so far I've made no changes to this strategy. However, I don't use it as a filter, I order the stocks by P/B and Yearly Price Chance. This won't exclude high P/B stocks, but will buy the cheaper one first. The end result will be mostly low P/B...
  6. KnowThePast

    My (Automated) Investment Journey

    I've been travelling for 2 weeks and haven't had a chance to update the portfolio. All stocks still in, no sell recommendations from the strategy. Bought AGL, BLD and AUB. Current holdings below:
  7. KnowThePast

    My (Automated) Investment Journey

    Another exciting week! We've now integrated with Sharesight, those of you who use it for your portfolios can now link them directly to Forwardcaster. The integration is now in beta, will be officially launched in a few weeks. As for this portfolio, I've added BRG, CUV and CLV to the...
  8. KnowThePast

    My (Automated) Investment Journey

    This week, added SFC and BXB to the portfolio.
  9. KnowThePast

    My (Automated) Investment Journey

    The joys of starting an automated portfolio in the middle of a reporting season - a week after buying 3 stocks, 2 of them are on the way out. An interesting observation around automated strategies is that their performance tends to worsen when someone tries to improve it by overriding some...
  10. KnowThePast

    My (Automated) Investment Journey

    Hi exchanger, We do not manage money. We provide the data and the tools. You can build a strategy, like the one I'm using and set it to send you a list of recommended trades at regular intervals. You can also just use it to backtest any ideas you have. You can register and play around with...
  11. KnowThePast

    My (Automated) Investment Journey

    Good memory, jjbinks! I've now commercialised that software and it's available to use on a subscription basis - www.forwardcaster.com Data is from CapitalIQ, we currently support strategy building and backtesting on Australia, New Zealand and NASDAQ exchanges, but will open up all other...
  12. KnowThePast

    My (Automated) Investment Journey

    Thanks for that - definitely a good read. I don't think there will ever be a perfect measure of a company and if there was, it will eventually be exploited until there's no alpha left. I've added Price to Book and Yearly Price change sorters to it, idea is to use the combined score of those to...
  13. KnowThePast

    My (Automated) Investment Journey

    First trades in. I am limiting investment to 3 trades per week to enter the market gradually. The following 3 stocks have been selected by the strategy, which I have now bought:
  14. KnowThePast

    My (Automated) Investment Journey

    An important factor in deciding on a strategy is how well it performed before. While past performance is no indication of future results, looking at backtest results of many strategies can help decide which one is more likely to outperform going forward. I am not married to any one strategy –...
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