Share Wealth Systems Investment Seminar Highlights

December 2019

Join Gary Stone, Founder of Share Wealth Systems in 1995, as he presents a Live Session on how everyday investors can objectively and consistently manage a large-cap ASX stocks portfolio as part of an SMSF, which, in 2019, achieved more than:

  • double the ASX200 Accumulation index returns, and
  • triple the best performing Super Funds.

While taking less risk than a diversified, balanced managed fund.

The topics covered are detailed below with associated timestamps in the edited Highlights of the recorded Live Presentation.

Presented by: Gary Stone, Founder of Share Wealth Systems

Duration: 63 minutes

The concepts and principles presented are evergreen and applicable at any time for self-directed investors in the stock market.

Investing results are presented of a real-money, open-book, live-executed portfolio of unleveraged large-cap ASX stocks.

The execution and results of this portfolio are quite easily reproducible and repeatable by self-directed investors who simply follow the researched Plan.

The 2019 return over 11 months from 1 January up to 27th November was over 55%.

The near 4-year return from 1st January 2016 to 27th November was 19.5% annualised.

Real-money, live executed closed and then currently open positions are discussed. Both profit and losing positions are shown.

Time Stamp Length in Mins Topic
00:30
1:30
Successful Investing Defined
2:00
2:20
How does Share Wealth Systems help self-directed investor?
4:20
0:18
Topic for Session – How to Double your Annualised Returns
4:38
1:55
The SPA3 Investor 15 minutes a week investing process described
6:33
4:03
Portfolio performance compared to the ASX200 Accum Index, Median Super Fund returns and a Top 5 best performing Super Fund
10:36
10:06
Real-money stock positions, profit & loss trades, using the one-of-a-kind exit and re-entry strategy, key to SPA3 Investor
20:42
3:24
Winners and losers in 2019 and currently open positions
24:06
1:55
What was the EDGE in 2019 & What Is Your Edge?
26:01
4:29
What is the overall SPA3 Investor Edge & How is it determined?
30:30
4:56
The Investment Plan Defined & Explained
35:26
0:47
Was luck involved? Bad luck too?
36:13
3:49
The 5 Fundamental Truths of self-directed investing – Mark Douglas
40:02
6:39
Why be a Rules-based Self-Directed Investor? – Protection, Returns, Process & Mindset Explained
46:41
9:19
Why Investors CAN’T Afford to NOT be Invested Right Now – Technical Analysis Explanation of Secular (long-term) Bull and Bear Markets & Where we are in the Cycle Right Now
56:00
4:33
What will the End of the Secular Bull Market Look & Feel Like?
1:00:33
0:59
2 x Customer Testimonials
1:01:32
1:00
Be Better Do Different Absolute Returns with SPA3 Investor
1:02:32
0:42
3 x Customer Testimonials
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For more information, please visit the Share Wealth Systems website.