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Welcome!

Our new 'Super 10 ETF Portfolio' Signals Service is NOW OPEN!

Here you will find some of the more Frequently Asked Questions (FAQ).


Please click on the Blue Banner questions below to read our responses and feel free to Contact Us  if you have any other queries.


Jim Berg and John Atkinson

Yes, very similar except that in Jim’s Trading and Investing Signals Services for shares, we add new Entry (and Exit) Signals as they occur.

As Members of those Services join at different times, no two Members would have the same shares in their portfolio. 


For the 'Super 10 ETF Portfolio', we will have 10 ETFs and once that Portfolio is ‘full’ there will be no need to add new Entry Signals until one/some of them are exited. 

Meanwhile, we will also progressively update our maximum suggested entry prices - for the benefit of those Members who join later.


This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.

Once ETFs are in stable rising trends, they tend not to correct and give as many traditional Entry Signals as shares.

If we have a space to fill in the Portfolio and a suitable looking ETF is providing a JB Volatility Blue Bar Entry Signal at that time, then we may choose to include it in the new 'Super 10 ETF Portfolio' Signals Service, in our weekly 'Investing & Online Trading' Report’s notional Portfolio and/or in Jim’s Trading and Investing Signals Services for shares. 

In addition, for the 'Super 10 ETF Portfolio' only, we will also select ETFs in strong rising trends from the list of over 250 available, using the processes we have developed over recent months.


For any new Entries, we will notify ETF Portfolio Members:

  1. Name and code
  2. Dividend Yield, as applicable
  3. Maximum suggested Entry Price
  4. Our maximum suggested position size (for a notional $100k portfolio)
  5. Our new ETF Initial Stop
  6. Corresponding Trade Risk (%) and Portfolio Risk (%) on each trade


This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.

The 'Super 10 ETF Portfolio' Signals Service will be primarily for investors looking for long term capital growth, coupled with dividend yield (as applicable).

It will therefore be managed by us each weekend using weekly charts. This incudes our switching from the new ETF Initial Stop to Jim Berg’s Traditional Trailing Stop when the conditions warrant the switch.

Each weekend we will monitor each position and if any of the 10 ETFs have given an exit Signal by triggering an ETF Initial Stop,Trailing Stop or overall Portfolio Stop, we will:

  1. Issue an Exit Signal for the following Monday  

  2. Enter the result in an ongoing table of closed ETF Portfolio trades for full disclosure, future analysis and reporting purposes 

  3. Look for a replacement ETF and notify the new Entry Data (see Q2 above) to ETF Portfolio Members

In addition, we will monitor the 'Super 10 ETF Portfolio' nightly to check for any midweek exit triggers (see next FAQ).

This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.





In addition to weekend monitoring of the 10 ETFs using weekly charts (see previous FAQ), each night we will also monitor these positions using daily charts too.

If any of the ETFs trigger our new ETF Hard Stop or Jim’s Emergency Stop (when his Trailing Stop is active) then we will notify ETF Portfolio Members of a midweek exit for the following day.

This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.

From his reading, Jim has found that the optimal portfolio contains 8 to 12 positions. 

For shares, in our weekly 'Investing & Online Trading' Report’s notional Portfolio and in Jim Berg’s 'Investing & Trading Signals' Services we adopted a notional $100k Portfolio of 8 x $12,500 positions.

For our 'Super 10 ETF Portfolio' Signals Service, we have selected 10 positions e.g. for a notional $100k portfolio, this equates to 10 x $10, 000 positions.

 

For those with smaller portfolios, we suggest that the minimum position size should not be less that about $5,000 per position, otherwise transaction costs may impact the overall results.


This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.

Yes.

Initially the Super ETF Portfolio will contain ETFs available in Australia and these will cover markets from around the world

Each ETF may be purchased on local trading platforms in Australia, so there is no need to open a separate overseas account.


Once this new initiative is ‘bedded in’, later we may also consider adding another Portfolio containing ETFs which may be purchased overseas, e.g. in USA or Europe.

This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.


 


The ETFs we will be focussing on will be in smooth rising trends with low volatility, in line with Aesop’s Fable “Slow and steady wins the race”.  

Accordingly, at this stage there are no plans to include a Trading ETF Portfolio.

We plan to post Actual Performance Reports** regularly on this website after the 'Super 10 ETF Portfolio' Signals Service has been  launched and running for a few months.

Meanwhile, our back-testing was not so much focussed on % returns - it was all about coming up with new ways to:

i) Enter into ETF in rising trends without waiting for a traditional entry signal like we do with shares

ii) Allow others to join later with a range of entry prices 

iii) Money and risk Management to suit i) and ii)


Overall, ETFs tend to be less volatile than shares as they are not stock specific e.g. those which cover Indices. As such, do not expect such high returns as shares. However, if we can have a group of 10 ETFs gradually trending upwards with:

  • New ETF entry rules

     

  • New ETF Money & Risk Management risk rules in place, along with

     

  • Exit rules based on:

    •  Our new ETF Initial Stop, ETF Hard Stop and ETF Portfolio Stop and

    • Jim Berg's traditional Trailing and Emergency Stop

       

  • Hopefully minimal ‘churning’ - so we can have longer term positions with less exit triggers and less need to find replacements ( and, in turn, less transaction costs)

     

  • Receive dividends (where applicable) and

     

  • Target annual returns hopefully far greater than residential real estate and bank interest**  

then we trust our ETF Signals Members will be pleased with the new ‘Super 10 ETF Portfolio’ as an additional ‘string to their bow’ - to add to their current stock/share trading and investing.


This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.


**
 Performance  Caution: The future performance of this product should not be assumed based upon current or past performance alone.  Caution should be exercised in assessing future claims of performance, as these are based on assumptions and structured estimates. This product, like all other financial products, is subject to market forces and unpredictable events that may adversely affect future performance.


Our primary reason for limiting the number of Members is Liquidity.

We do not want to risk being in a situation of controlling the market at any time.

Similar to Jim Berg's Investing and Trading Signals Service for shares, the  'Super 10 ETF Portfolio' Signals Service will be for the use of private individuals only – and NOT for brokers, financial advisors or anyone else connected with financial media, etc. without our permission.


This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.

 


Each ETF may be purchased on local trading platforms in Australia, so there is no need to open a separate overseas account.

 

We are Authorised Reps of Longhou Capital Markets P/L*
(previously known as AG Capital and Avestra Capital).

 

Through Longhou Capital Markets you can:

1)  DIY Online – i.e. place your trades yourself online and /or

 

2)    Advisor Assisted Facility – to have access to a professional Adviser who:

 

a.    You can phone to place your buy and sell orders when you are busy or away from a trading screen and

 

b.    Can also call you (as an optional service for Signals Members) to discuss whether you want to enter any new Signals positions as they are the only advisers who receive our Trading, Investing and now Super 10 ETF Portfolio Signals.

 

Longhou Capital Markets has a choice of trading platforms available.

 

For more info please call Nick Cooke at Longhou Capital Markets on

Ph.: 1300 882 402 or +61 7 5555 8500

 

 

This ETF Signals Service is now open. For more info, visit our new 'Super 10 ETF Portfolio' Signals Service page.



(* Jim Berg and John Atkinson are Authorised Representatives (AR Nos. 322724 and 1251439) and ShareTradingEducation™.com Pty Ltd ("STE") is a Corporate Authorized Representative (CAR No. 322726) of Longhou Capital Markets Pty Ltd, Australian Financial Services Licence AFSL 292464.)



Update 10th December 2017: The 'Super 10 ETF Portfolio Signals' Service is now OPEN.


A separate Membership subscription applies for those wishing to access these Signals.


In addition, to celebrate the launch of this new Service, those:

  1. Traders and investors who are currently (or become ) Members of both Jim’s Trading AND Investing Signals Services

         and

  1. Those Signals Members who first upgrade from one to both of Jim’s Signals Services for shares


will receive ongoing Bonus access to our new 'Super ETF 10 Portfolio Signals' (for as long as they remain Members of both), with our compliments.


  

 

Customer Caution Notice: Direct investing in the stock market can result in financial loss. The past performance of ShareTradingEducation.com's ("STE") products is not and should not be taken as an indication of future performance. Caution should be exercised in assessing past performance. STE's service, like all other financial services, is subject to market forces and unpredictable events that may adversely affect its future performance. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Stock tips  or ‘buy’ or sell recommendations are not provided. This educational information is not designed to replace your Licensed Financial  Consultant or your Stockbroker. It has been prepared without regard to any particular person's investment objectives, financial situation and particular needs. This information is of a general nature only so you should seek advice from your broker or other investment advisors as appropriate before taking any action. The decision to trade and the method of trading is for the reader alone to decide. Refer also to the full Customer Caution Notice in our Terms and Conditions 

Jim Berg and John Atkinson are Authorised Representatives (AR Nos. 322724 and 1251439) and ShareTradingEducation™.com Pty Ltd (“STE”) is a Corporate Authorised Representative (CAR No. 322726) of Longhou Capital Markets Pty Ltd, Australian Financial Services Licence AFSL 292 464. Examples from the Australian and USA markets are provided to demonstrate that Jim Berg’s principles may be used globally. This educational material is from an Australian source and complies with Australian law and not necessarily any other (local) law. Direct investing in the stock market can result in financial loss. STE products have been prepared for the general information of investors and do not take into account the investment objectives, financial situation and particular needs of any particular person. Persons intending to act on information in STE's products should seek professional advice to confirm that the investments or strategies mentioned are appropriate in the light of their particular investment needs, objectives and financial circumstances prior to taking any action. Refer also to the full Customer Caution Notice in our Terms and Conditions.