Back to Follow IainIain gets an Alert on his phone and sells Amgen (AMGN) and buys Intel (INTC) and Morgan Stanley (MS).April 4, 2018 2 Comments Iain sold Amgen (AMGN) at $166.97 on the 3rd April after he received a sell Alert notification on his phone, resulting in a small loss of $1533.42.With several positions vacant in his Satellite Portfolio, Iain bought Intel (INTC) and Morgan Stanley (MS) below their Action Price, according to the rules documented in his Investment Plan.Entering at levels below the Action Price represents a lower risk due to the proximity of the LEAP timing indicator.The indicator will signal a quick exit if the price moves lower, thereby producing a small loss.This is one of the methods that Iain uses to help protect his capital whilst still having exposure if the market moves higher from here.Iain’s real-money portfolio has grown in value by $50,126 or 11.6% per year since starting in January 2016.That’s the simplicity of using the LEAP Indicator to manage your Investment portfolio.If you’d like to learn how the SPA3 Investor Process actually works on either the U.S. or ASX markets and the great results it continues to achieve, please watch this recent webinar.And it all takes less than 15 minutes a week.Regards, Gary.* LEAP = Low Effort Adaptive PrecisionIf you’d like to see more on how our systems work, please contact Shane Archer by phone +613 95850300 or 1300 786 257 (AUS) or 1-800 3921257 (US) or email shane@sharewealthsystems.com.
Chris Pitts saysMay 15, 2018 at 6:39 pmIs it possible to keep this news on Ian’s transactions update. I believe he has made some changes more recently.Reply
karlstanguts saysMay 16, 2018 at 10:38 amChris,As a pure conincidence to your comment, there has been an Portfolio Update post put up today. However, these are not usually created immediately based on activity in the portfolio, but often delayed for the wider public.As a Share Wealth Systems customer, you can access Iain’s LIVE portfolio each night within TradeMaster. Simply click FILE > PORTFOLIO TOOLS and import the lastest.Trust this helps.Kind Regards,Karl.Reply
