PortfolioDirect Investment Performance Outcomes
John Robertson
PortfolioDirect
The PortfolioDirect resources equity model finished January ahead of the ASX 200 Resources benchmark for the ninth consecutive month and for all but three months out of the past 24.The benchmark did run slightly ahead of the PortfolioDirect macro model in the past week. Phase II companies lost ground against the Phase I and Phase III segments. PortfolioDirect uses a quality/risk framework to rate resources companies. Those companies receiving the highest ratings will have high quality assets and a relatively low risk profile. In essence, the rating attempts to assess the capacity of a company to meet its business and operational targets. The PortfolioDirect approach separates the stock rating from the macro factors driving markets. These factors are taken into account in the structure of the portfolio models which are reported on each week. The latest report is here: (VIEW LINK)
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John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business strategist and investment market professional for over 30 years after starting his career as a Commonwealth Treasury economist in Canberra. Since being Australia's top-rated commodities analyst and chief economist at one of Australia' leading stockbroking firms, he has advised companies across the mining, consumer products, IT and biotech sectors on their equity market relations. He leads the firm's investment evaluation and security structuring activities on behalf of the Australian Small Scale Offerings Board (ASSOB), the world's first equity 'crowdfunding' investment platform. John Robertson discusses the interaction of mining and investment markets in his weekly 'From the Capital' column in Mining Journal.
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John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
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No areas of expertise
John Robertson
PortfolioDirect
John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...
Expertise
No areas of expertise
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