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David McEwen & Associates
Strategy Service
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Trading information and signals since 1984.

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Over 30 years of experience in bringing our clients competitive returns

Our strategies are translated into trading signals we offer to a select group of clients who aspire to diversify their investments and reduce their exposure to risk.

We look for top quality research and trading signals which we then pass on to clients. This, in effect, makes it a passive investment.

Our clients use these signals to enhance their own trading - or they can issue a “Standing Order” whereby they instruct their broker to follow all the signals that relate to a particular strategy.

A history of performance

Year on Year
Q1 2021
FY 2020
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Period
USG
SLV
AOP
AUY
25.87%
20.25%
22.64%
5.36%
-4.59%
4.13%
17.16%
48.17%
-17.24%
27.25%
-4.04%
22.83%
51.89%
-28.92%
24.00%
-5.51%
-17.04%
-2.69%
-2.69%
31.41%
-36.79%
36.43%
2.27%
-10.02%
3.77%
2.80%
19.76%
-29.57%

We do not offer any pooled funds or handle clients' capital. Rather, we use Interactive Brokers where you set up an account in your own name and deposit funds directly. We then have the ability to place trades on your behalf, in accordance with the signals for each given strategy and in line with your instructions. This is a very transparent method of investing for our clients.

There are a number of strategies that target specific sectors and with risk profiles that range from highly conservative Blue Chip or dividend-oriented shares to more volatile, high-potential strategies. There are no highly leveraged or financially engineered products here, just quality shares on major western stock markets, identified by in house researchers and traders with decades of collective experience. You get 24-hour online access to your account to see what is going on and you can instruct us to switch strategies at no charge or suspend or cease trading at any time.

Unlike managed funds, we do not charge any management or administration fees. The only fee is a trading fee of 0.15% which is very competitive compared to other brokers.

With a minimum investment of $10,000 NZD for US based strategies and $20,000 NZD for Australasian based strategies you too can be part of our strategy service. You can get started with opening a free account today in only 20 minutes.

Current Trading Strategies

Australasian high yield strategy

AUY
This looks for large capitalisation shares on the Australian Stock Exchange, including New Zealand companies that are dual-listed on the ASX, with reliable and attractive dividend payments.

This is predominantly a buy-and-hold strategy, although some share holdings may be adjusted each month if necessary, to ensure they meet targeted weightings.

This is a relatively conservative strategy that offers lower volatility than our other strategies.

Australasian Opportunities Strategy

AOP
This takes advantage of developments that are perceived to have a material impact on the share price valuations of mid and large capitalisation companies on the ASX. This can involve profit announcements, acquisitions, economic or geopolitical events and so on.

This is an actively managed strategy and holdings are equally weighted. Trades are typically made twice per week and may involve short positions at times.

This strategy offers a moderate level of risk that offers a medium level of volatility relative to our other strategies .

USA Growth Strategy

USG
This takes advantage of developments that are perceived to have a material impact on the share price valuations of mid and large capitalisation companies on the New York Stock Exchange and Nasdaq platform. This can involve profit announcements, acquisitions, economic or geopolitical events and so on.

This is an actively managed strategy and holdings are equally weighted. Trades are typically made twice per week and may involve short positions at times.

This strategy offers a moderate level of risk that offers a medium level of volatility relative to our other strategies.

US Silver & Gold Strategy

SLV
This takes advantage of developments that are perceived to have a material impact on the share price valuations of small, mid and large capitalisation precious metals mining and processing companies on the New York Stock Exchange and Nasdaq platform. This can involve profit announcements, acquisitions,economic or geopolitical events and so on.

This is an actively managed strategy and holdings are equally weighted. Trades are typically made twice per week and may involve short positions at times.

This strategy offers a high level of risk that offers a high level of volatility relative to our other strategies.

Blockchain Strategy

BLC
Blockchain is a highly secure, transparent way of recording transactions online. It uses ‘distributed ledger technology’.
This relies on multiple copies of a series or ‘chain’ of transactions that are hosted on computer servers around the world.
This makes it impossible to fraudulently change the details of a transaction as all the distributed copies have to agree before a transaction can be accepted.

For the Blockchain Strategy, our team of analysts will scour the market for high quality companies with exposure to the blockchain technology and instruct the broker to place trades on your account.
This is an actively managed account so is regularly traded. Blockchain shares are likely to be volatile and therefore any investment should be treated as speculative.
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Find out more

A member of our Strategy team will be in touch.
You'll receive an info package and the latest issue of the investment report via email.
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