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HomeArchive: Investment Cases for Advisory Accounts 2010-2012

Archive: Investment Cases for Advisory Accounts 2010-2012

  • Increase exposure to dividend paying stocks, 16 May 2012 
  • Opportunities in the currency market, 23 Mar 2012 
  • Increase risk exposure in all managed portfolios, 23 Mar 2012 
  • Adding to the cyclical element, 15 Feb 2012
  • Going back into the market, 24 Jan 2012
  • Rio Tinto, 8 Dec 2011
  • Stop loss on EUR/NZD, 7 Dec 2011 
  • Three new currency investments, 10 Nov 2011
  • Closed Investment Cases, 27 Oct 2011
  • Buy Pepsico, Malaysian Ringgit and Canadian dollar, 19 Jul 2011
  • Take profit in NZD/USD, 5 May 2011
  • Buy euro sell Japanese yen and change of take-profit level on New Zealand dollar, 7 Apr 2011
  • Take profit on the New Zealand dollar against US dollar, 31 Mar 2011
  • Buy New Zealand dollar and sell US dollar, 18 Mar 2011
  • Swap from gold to stocks and currencies, 15 Feb 2011
  • Go short yen and buy grains, 20 Dec 2010
  • Going long Swedish kroner and British pounds, 16 sep 2010
  • High Dividend Paying Stocks, 20 Aug 2010

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