Edge Capital Markets – Advisory Account Update (Jan 2013)
2013 February 12 by Bryn Griffiths
Hi all,
Last month I wrote an article about the value of using the services of Edge Capital advisors vs trading the markets on your own. You can find this here on our blog.
We have just received the January report from our primary broking platform and can report the following:
From the top 30 fee paying clients;
1) 19 clients are self directed, 11 clients are full advisory clients
2) Of the 19 self directed clients 7 made money, 12 lost money (63.2% lost money) during the month for a collective 14.7% loss of funds under control.
3) Of the 11 full advisory clients 8 made money, 3 lost money (72.7% made money) during the month for a collective 15.1% gain of funds under control.
So this means our top fee paying full advisory clients on this platform have had 2 consecutive monthly gains of 10.9% (Dec 12) and 15.1% (Jan 13) collectively.
Risk management and protecting client’s assets is paramount to us.
This concept is evident in the below example.
One of the trades recently closed was a purchase of 70,000 EURGBP @ 0.81423 on 8th Jan. This position was closed @ 0.8574 on 8th Feb. The client risked no more than around NZ$1000 (2% of account) on the transaction. The position netted NZ$5422 in profits after all fees were charged.
The live account we have been referencing closed January at NZ$58,002. This account started under our full advisory services on 31st October 2012 with a value of NZ$28,606.
These results have come through a mix of exposures to Foreign Exchange, Metals, Indices and Individual Share CFD’s.
As I have previously indicated, this has only been over a short period of time and in a trending market – therefore you cannot assume these exact results will be replicated going forward. However, we continue to do this without risking significant portions of the client’s capital enabling them to keep the losses under control.
What’s more important to us is that the clients remain less stressed and have full control over their exposures at all times.
If you are interested in our services, please click contact us and complete the form to have us contact you about our services.
Thanks
Bryn
Edge Capital Markets Limited, a specialist advisor in Futures – FX – CFD – Options – Shares – Gold – Silver – Commodities
Edge Capital Markets – Advisory Account Update
2013 January 31 by Bryn Griffiths
Hi all,
Since October 2012 I have moved back onto the dealing desk and have been putting my last 2 years of study to work.
I have been focusing primarily on risk management and position sizing strategies taught by one of the global market education icons.
This has been adopted by other advisors in the company and is changing the way in which we support our client’s market exposures and activity.
In our December report from our primary broking platform we can report the following:
From the top 30 fee paying clients;
1) 18 Clients are self directed, 12 clients are full advisory clients
2) Of the 18 self directed clients; 2 made money, 16 lost money (89% lost money) during the month for a collective 29.7% loss of funds under control.
3) Of the 12 full advisory Clients; 10 made money, 2 lost money (75% made money) during the month for a collective 10.9% gain of funds under control.
The numbers above are after fees and all associated costs – with commission rates on advisor accounts up to 5 times that of self directed accounts.
What this simply makes clear to me is that our advisors do add value, and from this report shows we make money for our clients as well.
I began acting in an advisory role on what had been a self-directed account on 31st October 2012 and have been applying these techniques since. Here are the results;
|
Date |
31st Oct 2012 |
1st Dec 2012 |
1st Jan 2013 |
Current (31/1/13) |
|
Account Balance |
NZ$28,606 |
NZ$41,440 |
NZ$49,526 |
NZ$58,528 |
These results have come through a mix of exposures to Foreign Exchange, Metals, Indexes and Individual Share CFD’s.
The results have been staggering, and it’s very important to say it has only been for a short period of time and in a trending market. Therefore you cannot assume these results will be replicated going forward.
However, what I can say is the client is significantly less stressed, they have control over the account and at no time are they risking more than 2-3% of their capital on any one position that I have recommended.
We are passionate about our markets and what we can do for our clients.
So, if you are interested in our advisory services or need some mentoring to get back in control of your market activity it would be my pleasure to spend time with you discussing what we do and how we do it.
If this is not for you then I would appreciate you sending this onto someone who you know is active in our market space or has an interest in being so.
I am looking for up to 20 new clients at this stage, and each client will require NZ$20,000 or more to invest in these markets using my methodologies.
I look forward to hearing from you or your referrals.
You can reach me via phone on 04-910-1611 or email bgriffiths@edgecapital.co.nz.
Thanks for your time.
Bryn
Edge Capital Markets Limited, a specialist advisor in Futures – FX – CFD – Options – Shares – Gold – Silver – Commodities
New Account – Physical Gold & Silver
2012 October 3 by Bryn Griffiths
Hello
We have been asked by a number of you to see if we can locate a physical precious metals product, to enable you to add physical gold or silver to your portfolio, alongside the gold and silver CFD account we currently provide.
It is with great pleasure that I am able to announce that through one of our counterparties we have been able to do this.
Prior to offering this facility to our clients we wanted to do some due diligence to ensure it was competitive and answered a lot of the questions posed to us when asked to locate such a product. Precise details are set out in the account terms and conditions available to you on enquiry.
Please find responses to some of your questions below:
Q: Can I take delivery of the gold or silver if I want to?
A: Yes, we can purchase gold and silver for delivery through this account.
Q: What is the min transaction size?
A: US$10,000
Q: How competitive is the pricing?
A: Through what is publicly available we have determined that the buy/sell spreads are tighter than mints throughout Australasia, but not as tight as the CFD product.
Q: Is my gold/silver stored outside the banking system?
A: Yes, the bullion is stored at non-bank vaults, and can be bought and stored in a non US location.
Q: Is the bullion held against my own name?
A: You have a direct beneficial interest in the gold. For purchases over US$1m, the gold is held directly in your name, under this amount it is held on your behalf by our counterparty at their account at the vault.
Q: Is my holding pooled with others?
A: No, the holding is allocated, not pooled.
Q: Are there any ongoing fees and what do they include?
A: Yes, there is a 0.95% annual fee charged monthly. This covers Storage, Transport, Insurance and a quarterly audit fee.
These were some of the key questions you asked. This link profiles the product in more detail - Click Here .
If you wish to open a Portfolio account with us to buy and sell precious metals, or would like a copy of the account terms, please contact us on 0800 874 266.
We thank you for your ongoing business, and will keep looking for new product to provide to our advisory clients.
Regards,
Bryn
Edge Capital Markets Limited, a specialist advisor in Futures – FX – CFD – Options – Shares – Gold – Silver – Commodities
Value Investor Conference – Auckland
2012 March 28 by Bryn Griffiths
Bryn Griffiths will be presenting at the Value Investor Conference in Auckland on Friday, 20 April, 2012.
Details of the conference can be found here – Value Investor Conference click here
Welcome to EdgeCapital
2011 March 4 by Bryn Griffiths
In time we’ll be keeping you up to date UPDATE: We’re now live with news, views and information you need to know.
We’re generous at heart but some of our thinking is what give us the edge! So for the inside track you’ll need to register with us. Visit the “login & sign up” link at the top of the page.