The most recent update on this page was the 4th August 2023. I am not posting trades at the moment, although if you scroll down the page I have listed trading results for a number of years. I have also posted charts showing simulated results of the eBook system - with some changes to improve performance.
The eBook system.
Below is a chart of the original eBook system I developed in 2016. As you can see it initially suffered quite a sell off from Covid in 2020 but then recovered quickly along with the markets. Over the last 18 months it has performed poorly - more charts below.
Surprisingly the system performed better by removing the XAO Bull filter making a huge profit from the Covid relief rally. However it has not escaped the last 18 months of selling pressure. See below.
The system was improved again by keeping the Bull filter removed and shortening the exit rule. Although not making the same profit as the previous chart it has been a less volatile ride for the investor - a large component of what I teach.
It's been difficult to find a group of stocks that have performed well, however this list of fundamental stocks has done very well in a volatile market - see chart below.
If you go to the products page I have listed a PDF of the ATAA presentation I did in Adelaide in late 2022. It features a review of the system with more charts, data, fundamental stock lists and suggestions to improve exits (sell signals) .
https://www.easysharetradingsystems.com.au/products-and-services/e-books/zen-trader
Past portfolio details:
See the PDF files below for more info of past trading results.
Below there is a link to the PDF file showing all positions and a
brief description of the system.
Open and read the PDF below for more details.
Please note: Peters Portfolio is not the eBook system. Differences between the two systems are explained in the PDF file below. Please read this carefully, as well as other information about the eBook system, either in my book or other information posted on the 52 week high page before emailing me questions about the portfolio. If after reading you still have questions feel free to email me using the address This email address is being protected from spambots. You need JavaScript enabled to view it.
Portfolio_ASX_close_8th_April_2020._pdf_Corrections.pdf
Portfolio_ASX_close_7th_April_2020.pdf
Portfolio_ASX_close_18th_March_2020.pdf
Portfolio_ASX_close_13th_March_2020.pdf
Portfolio_ASX_close_6th_Mar_2020.pdf
Portfolio_ASX_close_28th_Feb_2020.pdf
Portfolio_ASX_close_21st_Feb_2020.pdf
Portfolio_ASX_close_14th_Feb_2020.pdf
Portfolio_ASX_close_7th_Feb_2020.pdf
Portfolio_ASX_close_31st_Jan_2020.pdf
Portfolio_ASX_close_24th_Jan_2020.pdf
Portfolio_ASX_close_17th_Jan_2020.pdf
Portfolio_ASX_close_10th_Jan_2020.pdf
Portfolio_ASX_close_3rd_Jan_2020.pdf
Portfolio_ASX_close_27th_Dec_2019.pdf
Portfolio_ASX_close_20TH_Dec_2019.pdf
Portfolio_ASX_close_16th_Dec_2019.pdf
Portfolio_ASX_close_9th_Dec._2019.pdf
Portfolio_ASX_Close_2nd_Dec_2019.pdf
Portfolio_ASX_close_26TH_Nov_2019.pdf
Portfolio_ASX_close_15th_Nov_19.pdf
Portfolio_ASX_close_11th_Nov_2019.pdf
Portfolio_ASX_close_29th_Oct_2019.pdf
Portfolio_ASX_close_25th_Oct_2019.pdf
Portfolio_ASX_close_18th_Oct_2019.pdf
Portfolio_ASX_close_11th_Oct_2019.pdf
Portfolio_ASX_close_4th_Oct_2019.pdf
Portfolio_ASX_close_27th_Sept_2019.pdf
Portfolio_ASX_close_20TH_Sept_2019.pdf
Portfolio_ASX_close_13th_Sept_2019.pdf
Portfolio_ASX_close_6th_Sept_2019.pdf
Portfolio_ASX_close_30th_Aug_2019.pdf
Portfolio_ASX_close_23rd_Aug_2019.pdf
Portfolio_ASX_close_16th_August_2019.pdf
Portfolio_ASX_close_5TH_August_2019.pdf
Portfolio_ASX_close_29th_July_2019.pdf
Portfolio_ASX_close_22nd_July_19.pdf
Portfolio_ASX_close_15th_July_19.pdf
Portfolio_ASX_close_5th_July_2019.pdf
Portfolio_ASX_close_28th_June_2019.pdf
Portfolio_ASX_close_21st_June_2019.pdf
Portfolio_ASX_close_14th_June_19.pdf
Portfolio_ASX_close_7th_June_19.pdf
Portfolio_ASX_close_27th_May_19.pdf
Portfolio_ASX_close_17TH_May_2019.pdf
Portfolio_ASX_close_13th_May_2019.pdf
Portfolio_ASX_close_Tuesday_7th_May_2019.pdf
Portfolio_ASX_close_29th_April_2019.pdf
Portfolio_ASX_close_23rd_April_2019.pdf
(I have been updating the portfolio after Mondays close. Due to Easter there was no trading on Monday 22nd so I have updated the portfolio after Tuesday 23rd trading)
Portfolio_ASX_close_15th_April_2019.pdf
Portfolio_ASX_close_8th_April_2019.pdf
Portfolio_ASX_close_1st_April_2019.pdf
Portfolio_ASX_close_25th_March_2019.pdf
Portfolio_ASX_close_18th_Mar_2019.pdf
Portfolio_ASX_close_11th_March_2019.pdf
Portfolio_ASX_close__Monday_4th_March_2019.pdf
Portfolio_ASX_close_Monday_25th_Feb_2019.pdf
Portfolio_ASX_close_15th_Feb_2019.pdf
Portfolio_close_Monday_11th_Feb.pdf
Portfolio_ASX_close_8th_Feb_2019.pdf
Portfolio_ASX_close_1st_Feb_2019.pdf
Portfolio_ASX_close_18th_Jan_2019.pdf
Portfolio_ASX_close_11th_Jan_2019.pdf
Portfolio_ASX_close_4th_Jan_2019.pdf
Portfolio_ASX_close_28th_Dec_2018.pdf
Portfolio_ASX_close_21st_Dec_2018.pdf
Portfolio_ASX_close_14th_Dec_2018.pdf
Portfolio_ASX_close_30th_Nov_2018.pdf
Portfolio_ASX_close_23rd_Nov._2018.pdf
Portfolio_ASX_close_16th_Nov_2018.pdf
Portfolio_ASX_close_9th_Nov_2018.pdf
Portfolio_ASX_close_2nd_Nov_2018.pdf
Portfolio_ASX_close_26th_Oct_2018.pdf
Portfolio_ASX_close_19th_Oct_2018.pdf
Portfolio_ASX_close_12th_Oct_2018.pdf
Portfolio_ASX_close_5th_Oct_2018.pdf
Portfolio_ASX_close_28th_Sept._.pdf
Portfolio_ASX_close_21st_Sept_2018.pdf
Portfolio_ASX_close_14th_Sept_2018.pdf
Portfolio_ASX_close_7th_Sept_2018.pdf
Portfolio_ASX_close_31st_August_2018.pdf
Portfolio_ASX_close_24TH_August_2018.pdf
Portfolio_ASX_close_17th_August__2018.pdf
Portfolio_ASX_close_10th_August_2018.pdf
Portfolio_ASX_close_3rd_August_2018.pdf
Portfolio_ASX_close_27th_July_2018.pdf
Portfolio_ASX_close_20th_July_2018.pdf
Portfolio_ASX_close_13th_July_2018.pdf
Portfolio_ASX_close_6th_July_2018.pdf
Portfolio_ASX_close_29th_June_2018.pdf
Portfolio_ASX_close_22nd_June__2018.pdf
Portfolio_ASX_close_15th_June_2018.pdf
Portfolio_ASX_close_8th_June_2018.pdf
Portfolio_ASX_close_1st_June_2018.pdf
No portfolio listed for the last 2 weeks in May as I was on holiday
Portfolio_ASX_close_11th_May_2018.pdf
Portfolio_ASX_close_4TH_May_2018.pdf
Portfolio_ASX_close_27th_April_2018.pdf
Portfolio_ASX_close_20TH_April_2018.pdf
Portfolio_ASX_close_13TH_April_2018.pdf
Portfolio_ASX_close_6th_April_2018.pdf
Portfolio_ASX_close_29TH_March_2018.pdf
Portfolio_ASX_close_23rd_March_2018.pdf
Portfolio_ASX_close_16th_March_2018.pdf
Portfolio_ASX_close_9th_March_2018.pdf
Portfolio_ASX_close_2nd_March_2018.pdf
Portfolio_ASX_close_23rd_Feb_2018.pdf
Portfolio_ASX_close_16th_Feb_2018.pdf
Portfolio_ASX_close_9th_Feb_2018.pdf
Portfolio_ASX_close_2nd_February_2018.pdf
Portfolio_ASX_close_25th_Jan_2017.pdf
Portfolio_ASX_close_19th_Jan_2017.pdf
Portfolio_ASX_close_12th_Jan_2017.pdf
Portfolio_ASX_close_5th_Jan_2018.pdf
Portfolio_ASX_close_29th_Dec_2017.pdf
Portfolio_ASX_close_22nd_Dec_2017.pdf
Portfolio_ASX_close_15th_Dec__2017.pdf
Portfolio_ASX_close_8th_Dec_2017.pdf
Portfolio_ASX_close_1st_Dec_2017.pdf
Portfolio_ASX_close_24th_Nov_2017.pdf
Portfolio_ASX_close_17th_Nov_2017.pdf
Below are the details of the portfolio I was trading up until late April 2017, before I took a 6 month break
Trades and Profit as of the close on 21/4/17: Initial Capital 100k. This portfolio was fully invested mid March 2014
TOTAL PROFITS + DIVIDENDS, LESS BROKERAGE and LOSSES IS $68,843 (68.84%) since 15/3/14)
CURRENT PORTFOLIO HOLDINGS DISPLAYED IN PDF FORMAT BELOW
PAST TRADES ALSO DISPLAYED IN PDF FORMAT BELOW ( A LITTLE BEHIND :)
THIS EQUITY GRAPH OF THE LAST 3 YEARS DISPLAYS COMBINED TRADING PROFITS AND DIVIDENDS. See chart below.
DIVIDENDS ARE NOT RE INVESTED AS TRADING CAPITAL BUT ARE INCLUDED AS PROFIT
DIVIDENDS RECEIVED ARE LISTED IN THE PDF BELOW. THEY ARE ADDED TO THE TOTAL RETURN.
Since Peters Portfolio was FULLY INVESTED in March 2014 the market (ALL ORDS) is up 7.5%. See chart below. As of the close 21/4/17 the portfolio is up 68.84% . Current portfolio total is $168,843
Portfolio holdings displayed here in PDF .
IMORTANT: THIS PORTFOLIO AND SYSTEM IS NOT EXACTLY THE SAME AS THE E-BOOK SYSTEM NOR ANY OTHER SYSTEM DISCUSSED IN THE WEBSITE.
HOWEVER IT DOES USE THE 52 WEEK CLOSING HIGH AS ITS PRIMARY BUY SIGNAL.
IT ALSO USES THE SELL SIGNAL DISCUSSED IN THE E-BOOK. SO YOU SHOULD BE ABLE TO FOLLOW MOST BUY AND SELL SIGNALS AS DISCUSSED IN THE E-BOOK.
IT DOES USE SLIGHTLY DIFFERENT TRADE SIZING METHODOLOGY NOT DISCLOSED IN THE EBOOK, AND ONLY DISCLOSED TO COACHED CLIENTS. TRADE SIZING IS MORE A PERSONAL DECISION THAN A TECHNICAL ONE, CHOSEN PRIMARILY TO SUIT THE TRADERS OBJECTIVE AND PERSONALITY. NOT SO MUCH TO MAKE MORE MONEY. THERE IS SOME MORE INFORMATION ABOUT THIS IN THE "PAST TRADES" PDF FILES AT THE BOTTOM OF THIS PAGE.
During my overseas trip in May and June quite a few stocks were stopped out and sold. For ease of management whilst away I sold the
remaining stocks and went 100% to cash. I have been enjoying the break from trading and managing the system, so I have decided
to extend my break until I feel ready to continue.
Portfolio_ASX_close_21st_April_2017.pdf
Portfolio_ASX_close_13th_April_Easter_Thursday_2017.pdf
Portfolio_ASX_close_7th_April_2017.pdf
Portfolio_ASX_close_31st_April_2017.pdf
Portfolio_ASX_close_24TH_March_2017.pdf
Portfolio_ASX_close_17TH_March_2017.pdf
Portfolio_ASX_close_10th_March_2016.pdf
Portfolio_ASX_close_3rd_March_2017.pdf
Portfolio_ASX_close_24th_Feb_2017.pdf
Portfolio_ASX_close_17th_Feb_2017.pdf
Portfolio_ASX_close_10TH_Feb_2017.pdf
Portfolio_ASX_close_3rd_Feb_2017.pdf
Portfolio_ASX_close_27th_Jan2017.pdf
Portfolio_ASX_close_20th_Jan_2017.pdf
Portfolio_ASX_close_13th_Jan_2017.pdf
Portfolio_ASX_close_6th_Jan_2017.pdf
Portfolio_ASX_close_23rd_Dec_2016.pdf
Portfolio_ASX_close_16th_Dec_2016.pdf
Portfolio_ASX_close_9th_Dec_2016.pdf
Portfolio_ASX_close_2nd_Dec_2016.pdf
Portfolio_ASX_close_25th_Nov_2016.pdf
Portfolio_ASX_close_18th_Nov__2016.pdf
Portfolio_ASX_close_11th_Nov_2016.pdf
Portfolio_ASX_close_4th_Nov_2016.pdf
Portfolio_ASX_close_28th_Oct_2016.pdf
Portfolio_ASX_close_21st_Oct_2016.pdf
Portfolio_ASX_close_14th_Oct_2016.pdf
Portfolio_ASX_close_7TH_October_2016.pdf
Portfolio_ASX_close_30th_September_2016.pdf
Portfolio_ASX_close_23rd_Sept_2016.pdf
Portfolio_ASX_close_16th_Sept_2016.pdf
Portfolio_ASX_close_9th_Sept_2016.pdf
Portfolio_ASX_close_2nd_Sep_2016.pdf
Portfolio_ASX_close_26th_August_2016.pdf
Portfolio_ASX_close_19th_August_2016.pdf
Portfolio_ASX_close_12th_August_2016.pdf
Portfolio_ASX_close_5TH_AUGUST_2016.pdf
Portfolio_ASX_close_29TH_July_2016.pdf
Portfolio_ASX_close_22nd_July_2016.pdf
Portfolio_ASX_close_29TH_July_2016.pdf
Portfolio_ASX_close_22nd_July_2016.pdf
Portfolio_ASX_close_15th_July_2016.pdf
Portfolio_ASX_close_8th_July__2016.pdf
Portfolio_ASX_close_1st_July_2016.pdf
Portfolio_ASX_close_24TH_JUNE_2016.pdf
Portfolio_ASX_close_17TH_JUNE_2016.pdf
Portfolio_ASX_close_10TH_June_2016.pdf
Portfolio_ASX_close_3rd_June_2016.pdf
Portfolio_ASX_close_27TH_May_2016.pdf
Portfolio_ASX_close_20TH_May_2016.pdf
Portfolio_ASX_close_13TH_May_2016.pdf
Portfolio_ASX_close_6TH_May_2016.pdf
Portfolio_ASX_close_29th_April_2016.pdf
Portfolio_ASX_close_22ND_April_2016.pdf
Portfolio_ASX_close_15th_April_2016.pdf
Portfolio_ASX_Close_8th_April_2016.pdf
Past_Trades_up_to_27TH_Jan_2017.pdf
Past_Trades_up_to_2nd_Dec_2016.pdf
Past_trades_up_to_8th_Nov_2016_.pdf
Past_Trades_up_to_21ST_Oct_2016.pdf
Past_Trades_up_to_30TH_September_2016.pdf
Past_Trades_up_to_19th_Sept_2016.pdf
Past_Trades_up_to_29th_august_2016.pdf
Past_Trades_up_to_5th_august_2016.pdf
NOW go to the 52 week high signals page on the website, there are some charts and trades posted with comments about this weeks trading. Click here.
http://www.easysharetradingsystems.com.au/how-to-trade/52-week-highs
(graph, 2YRJIMFUND%1 PETERS REF: IGNORE)
Note: read the disclaimer
The material presented in this discussion neither professes to be, nor is intended to be, advice to trade or to invest in any specific financial instrument or to use any particular methods of trading or investing. Readers or listeners should not act on the basis of any information without properly considering its applicability to their financial circumstances. If not qualified to do this for themselves, readers and listeners should seek professional advice. The decision to invest or trade is for the individual alone. The presenter and author expressly disclaims all and any liability to any person, with respect of anything,and of the consequences of anything, done or omitted to be done by any such person in reliance upon the whole or any part of the contents during this presentation or seminar. Investing and trading involves risk of loss. Past results are not necessarily indicative of future results. Peter Castle is not a licensed investment adviser.