Search

Ubique | April 2020 Update

It's been a trying couple of months with COVID-19 pushing the markets off a cliff, only to see them restore almost 70% of its price again. Compound this with the extraordinary stimulus packages which have been made available, oil seeing negatives numbers and GDP shrinkage and unemployment levels never seen before and you'd be forgiven for not having a clue what is going on.



It is during times like this, that it is ever more important that we stick to our systems and trust in the process. We have circuit breakers in place for large black swan events on the downside and systems in place to maximise the upside. This, over the long-term we believe will result in a market beating performance, which for the long-term is really all that matters. March triggered one of our circuit breakers and as such one of our strategies which would have been long the markets in April stayed entirely in cash. Our Golden Ratio strategy continued to favour gold over the markets, and the Seasonal Sector Rotation strategy had us holding financials which have benefited throughout most the month from large stimulus injections from the US government. The result was adding 11.86% to the portfolio in April, even with a third of the capital in cash throughout.


This brings our YtD figure to -4.10%. Stacked up against a buy-and-hold strategy, Ubique is almost twice better off. To see how each individual strategy performed, please visit our website, www.willowoakadvisory.com/ubique


Looking forward, after our end of month re-balancing of the portfolio we will be holding bonds, going long gold and short platinum. In addition, we will be trialling a new test execution for the portfolio using Spread Betting as the method. We are exploring this option, as it makes the usually prohibitive instruments freely available to UK and EU investors and profits are 100% tax free! This will be done with IG (https://www.ig.com). If successful then we will be able to bring this fully to market to anyone who may be interested.



3 views

63/66 Hatton Garden

Fifth Floor, Suite 23

London

EC1N 8LE

United Kingdom

+44 (0) 203 633 6961

  • LinkedIn - White Circle
  • Twitter - White Circle
  • Facebook - White Circle

​This website should not be regarded as an offer or solicitation to conduct investment business. Past performance of investments is not necessarily indicative of future performance. The value of investments may fall as well as rise and the income from investments may fluctuate and is not guaranteed. Clients may not recover the amount invested. The investments mentioned on this website are not suitable for all types of investors. Investment advice should always be sought from a qualified investment adviser before any investment is made.

Trading and investing can be a challenging and potentially profitable opportunity for investors. However, before deciding to participate in the market, you should carefully consider your investment objectives, level of experience, and risk appetite. Most importantly, do not invest money you cannot afford to lose.


There is considerable exposure to risk in any investment transaction. Any transaction involving securities involves risks including, but not limited to, the potential for changing political and/or economic conditions that may substantially affect the price or liquidity of a currency. Investments in speculation may also be susceptible to sharp rises and falls as the relevant market values fluctuate. The leveraged possibility of trading means that any market movement will have an equally proportional effect on your deposited funds. This may work against you as well as for you. Not only may investors get back less than they invested, but in the case of higher risk strategies, investors may lose the entirety of their investment. It is for this reason that when speculating in markets it is advisable to use only risk capital.