Our ROI on member accounts has averaged between 10.5% and 13% per annum from 2010 through to 2015. The average ROI increase of a member portfolio as of December 2015, is around 13%.
Our investment returns are designed to deliver high cash flow from a traditional portfolio of ASX Top 50 stocks, we achieve this through added income from the sale of covered Call options and effective ownership around dividend payment periods. In 2014, the average cash flow generated on member portfolios equalled 13%.
We define our investment edge as the ability to drive higher cash flow returns through the effective use of option premium income and dividend income from traditionally defensive assets. We focus on the largest companies by market capitalization with monopoly or duopoly industry positions. An element of market timing combined with our derivative overlay allows for moderate capital growth and above average cash flow.
Our investment mandate is designed to lower portfolio volatility, provide capital growth and deliver investment outperformance during a sideways consolidating market. We think this is an optimum approach for SMSF during the current global economic environment.
For more information please sign up for our Free Market Analysis Reports or contact us on 02 9238 8188.
Disclaimer: The above table is the average realised rate of return for all Investor Signals Premium account holders since inception. It is important to realise that past returns are not a guarantee of future performance.