Watershed Group

02/02/2023

Between 2 Screens (Ep. 7) - This week we talk to portfolio positioning and the dynamic way we manage exposure
*correction - balanced equity exposure is 46% not 56%

This week we talk to portfolio positioning and the dynamic way we manage exposure *correction - balanced equity exposure is 46% not 56%

24/01/2023

Between 2 Screens (Ep. 6) - This week we discuss DXY (the US Dollar index) and it’s relationship with Emerging Markets

This week we discuss DXY (the US Dollar index) and it’s relationship with Emerging Markets

17/01/2023

Between 2 Screens (Ep. 5) - In this episode we talk to the currency management of the International Share exposure within our Multi Asset Portfolios

In this episode we talk to the currency management of the International Share exposure within our Multi Asset Portfolio’s

14/12/2022

Between 2 Screens (Ep. 4) - In this episode we talk about the November US inflation figure and what it means for the December Fed meeting

We talk about the November US inflation figure and what it means for the December Fed meeting

13/10/2022

Register Now Free Webinar - Current Macro Economic Environment - 1 CPD Point
Market volatility has increased all year as the world grapples with rapidly rising interest rates, high inflation, the risk of recession & the threat of an escalating war in Europe. Adrian will discuss the likely path of inflation & interest rates, the expected shape of the economic slowdown in 2023 & what markets are currently pricing. Join us on:
Thurs 20th Oct 2022
12.00-1.00pm
Register Here…https://register.gotowebinar.com/register/5329439938838016781
Contact Shantelle Lay, BDM, on 0417 459 842 for any assistance.

24/08/2022

Trade Update - Changes
Markets have rebounded strongly after the sharp sell off in June, with the S&P 500 now 17% off the low and back above our short-term fair value target. We’ve made some changes..
* Within the International Equity ETF sleeve we have again introduced the S&P 500 short (BBUS) & have switched the Japanese Equity exposure from Hedged (HJPN) to Unhedged (IJP).
* Within the Australian Share SMA we reduced the weight of Mineral Resources (MIN) by 1% to 3% & increased the weight of Newcrest Mining (NCM) by 0.8% to 3.5%.
* Within the Emerging Leaders SMA we also reduced the weight to Mineral Resources by 1.5% to 4.6% & reduced Independence Group (IGO) by 1.5% to 4.6%. Read More..
https://www.watershedgroup.com.au/news/funds-management/trade-update-changes/

03/08/2022

Taking Some Profit After a Strong Market Rally in July.
After three months of sharp declines, culminating in a 9% fall in June, markets staged a strong rebound in July, with the Australian Share Market (ASX 200) up 6% & the S&P 500 up over 9%. On Monday we sold the Leveraged Long position (GEAR) in the Australian Share SMA, the Leveraged Long S&P 500 position (GGUS) in the International Equity ETF sleeve & trimmed a number of holdings in the International Share SMA, increasing the cash weight from 14.5% to 19% within the portfolio. This is the third time this year we have bought the dip in equity markets & subsequently taken profits.
Read More..https://www.watershedgroup.com.au/news/funds-management/taking-some-profit-after-a-strong-market-rally/

25/07/2022

Heavy Hitting but Keeping It Smooth
In what has been an exceedingly difficult 3 years the Watershed Australian SMA has delivered industry-leading performance with significantly lower portfolio volatility:
* A total return of 22.21% compared to the ASX200, with an Accumulation Index that returned 10.48%.
* Use of leveraged Long & Short Market ETF’s (actively trading the volatility) added 650bps of performance over the 3-year period with cash adding a further 63bps.
* Use of market short ETF’s & actively managing the cash weight saw significantly smaller drawdowns during market falls, with Downside Capture only 65% of the benchmark.
Read More..
https://www.watershedgroup.com.au/app/uploads/2022/07/Heavy-Hitting-but-Keeping-It-Smooth.pdf

30/05/2022

The time to be cautious was at the start of the year. After a sharp market sell-off we are now constructive on equities for the remainder of 2022 and have increased exposure across our portfolios. Read More..

30 May 2022 Light at the end of the tunnel The time to be cautious was at the start of the year. After a sharp market sell-off we are now constructive on equities for the remainder of 2022 and have increased exposure across our portfolios You may download the full article by clicking the button belo...

06/05/2022

Market & Portfolio Update Webinar
1 CPD point
As the business & interest rate cycle is rapidly maturing we outline the portfolio positioning of our top performing multi-asset portfolio’s & how it is likely to change over the coming year.
When: Tuesday 17 May, 2022
Time: 12.00-1.00pm
Contact Shantelle Lay, BDM, Mbl: 0417 459 842
Register Free Here..
https://register.gotowebinar.com/register/1255921977712848910

02/05/2022

Trade Update
After a difficult February our multi-asset portfolios achieved strong outperformance during March, despite both bond and equity markets continuing to suffer significant volatility. We have continued to actively adjust our exposures, and overall as markets rallied in late March we boosted the levels of ‘dry-powder’ across our portfolios reducing our market exposure. Read More..
https://www.watershedgroup.com.au/news/funds-management/trade-update-q3-2022-multi-asset-performance/

11/03/2022

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