Welcome to Secure Investments, a wealth management firm providing independent advice on global stock, bond, currency and commodity markets. ‘The Active Asset Allocator’ has returned +10% p.a. since inception with less risk than the average multi-asset fund while ‘Gold Trader’ is an exciting new strategy with real potential to deliver market-beating returns TAX FREE for investors. To learn more, please contact Brian Delaney at brian@secureinvestments.ie or 086 821 5911.
 
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September 2018 Investor Letter

Executive Summary:

This month I discuss stock market valuations particularly in the US and highlight some technical signs that suggest the equity bull market is running out of steam. Amazon for example has now outrun one of the market leaders of the dotcom mania, as the vertical ascent of its share price continues. While US equities remain in a bull trend, European and emerging market equities are lagging badly. Something has to give. In fixed income, as the US yield curve is close to inverting, I note that both fixed interest and inflation-linked bonds are set to rally once more. Meanwhile in precious metals, speculator and smart-money commercial trader positioning have reached extremes not seen since the bull market began in 2001. Gold and silver are preparing to launch. Click here to view the September 2018 Investor Letter.


Chart of the Day


Active Asset Allocation Track Record

The Active Asset Allocator investment strategy is designed to deliver a consistent level of positive returns  over time with a strong focus on capital preservation. I follow a multi-asset investment approach, actively allocating between global equities, bonds, precious metals, currencies and cash. I always invest with the primary trend of the market and do not follow a benchmark. Instead, I manage the market risk for clients. My strategy has returned +10% per annum net of fees since inception. My active asset allocation approach is best illustrated in the following chart.

 
 

Technical Trend Indicator Performance History

 
 

 Brian Delaney, CFA

Brian Delaney, CFA

For more information, please contact Brian Delaney at brian@secureinvestments.ie.

ONE2ONE: We also offer one-to-one sessions where we provide an advisory service tailored to suit your individual investment goals and objectives. We show how you can implement your investment decisions in a low cost way and avoid the expensive commissions and management fees typically charged by the investment industry in Ireland.