Strategy overview

Approach, risk & performance

Crossroads is the broad name given to Investor Unity’s core strategy and its comprising principles.

It currently exists as the framework of IU’s various forms of investment and trading services:

  • Crossroads Global Majors – managed and auto
  • Crossroads Global Equities – managed and semi-managed
  • Crossroads Focus Signals – for the self-directed

Explaining the name itself goes some way to illustrating the methodology:

  • It employs both a top-down and a bottom-up approach, often finding opportunity where the two intersect/overlap
  • Both fundamentals and technicals are considered, to varying degrees, according to the market environment and the opportunity itself. Fundamentals are primarily used to determine market sentiment; technicals primarily to time entries, determine profit-targets and invalidation criteria, and risk versus reward
  • High-value opportunities are sought at intersections of key time and price zones; particular with confluence of short and longer-term entry criteria
  • Multiple timeframes are used to use to analyse market developments; long-term to determine sentiment and momentum, shorter term to determine and refine entries
  • Both trend following and market reversal opportunites are considered

And so the name Crossroads was chosen.

All of the above should be considered in light of Investor Unity’s default approach of conservativeness and defensiveness. Typical risk per trade is just 1%, with risk:reward ratios always considered and hard stop-losses always placed.

Risk-per-trade percentage can be tailored to the client’s preference, and adjusted at any stage by request, to be either more aggressive or more conservative than the default amounts.

More in-depth details, performance reports etcetera are found within the Member’s site; freely accessible.

Its methods and principles are also taught through the Investor Unity Academy, for the sake of both providing additional transparency to managed clients, along with education to the self-directed.

“If you torture the data long enough, it will confess to anything.” – Darrell Huff

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This website is owned and operated by Investor Unity Pty Ltd (ABN: 90 160 624 331). Any advice included in this website or correspondence is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. In addition to its internal services, Investor Unity is compensated by brokers and other third parties by way of referral/affiliate and/or general partnership arrangements, via its websites and other communications.

Investor Unity is genuinely interested in your long-term trading & investment success. We advise you to take all necessary steps to ensure you have a good understanding of the products & services you’re considering investing in – particularly if they involve leverage. While Investor Unity takes every care to ensure that we only deal with the highest quality services, from throughout the industry, past performance is not a guarantee of future performance. Other risks are also invloved, some of which are listed at, which should be read. Before making an investment or trading decision based on the general advice, the recipient should carefully consider the appropriateness of the advice in light their financial circumstances and should carefully review the PDS of the relevant financial product as provided by your investment broker. Past results are not a guarantee of future performance. Please contact us, to discuss any questions or concerns you may have- we are here to help.

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