Fully tailorable, with a focus on safety

Performance overview

Beyond pure returns, Investor Unity clients seek maximum consistency and longevity through careful aversion of all unnecessary risk.

Our overall approach is a conservative and defensive one, with high-risk events and periods of exceptional potential volatility simply avoided. Unlike traditional managed funds, IU is not averse to simply staying out of the market, in cash, during times of unfavourable levels of uncertainty (i.e. risk vs reward)

SHORT EXPLAINER VIDEO - UNDERSTANDING PERFORMANCE

Standard risk-settings see just ~1% account-risk allocation, per trade, to only the world’s largest (with liquidity ensuring better risk-management potential) markets. Nonetheless, some clients prefer either a more aggressive or (in some cases) an even more conservative approach.

As such, a key and very unique benefit of our Managed Service is its adjustable risk settings; meaning that clients can not just tailor to their risk-preferences, upon joining the service, but they can also have us adjust it for them – at any stage – as simply as by calling or sending an email.

A detailed performance-report calculator can be found in the (free) Member’s site. This allows for historical performance calculations, based upon:

  1. Initial-deposit-size
  2. Desired risk setting.

The above is an example of the NET (live) historical performance, at varying (tailorable) risk levels, of the combined strategy portfolio, since inception, which acts as a single service (single client account). Past performance in not an assurance of future returns. Below is the strategy we are currently invested in (standard risk).

NOTE: An email recently was sent to clients, entailing the latest updates to the CGM+ service and the addition of a new strategy. This email can be viewed below.

 
 

 
 

With global markets exposed to various turmoils, both economical and political, the key for moving forward is clear: investors need to prepare, and be prepared to adapt.

With each passing day, and latest news-driven drama, it’s ever the more apparent.

Today I write this letter for:

▸ Existing managed clients
▸ Those who’d like to test the service, with 100% loss protection


The CGM+ strategy portfolio remains invested in its single primary strategy, chosen and held for its historical profitability and reliability.

Today I’m pleased to announce a new strategy addition, introduced precisely for the aforementioned purposes of adaptation and diversification.

Above and beyond a long history of live performance, the strategy has further succeeded in passing our (strict) vetting processes through having a fundamentally different approach to capturing market opportunities. It thereby meets our criteria for avoiding over-exposure to a single approach, and for diversification in general.

2019 results:
2019 results by individual market:
Results since inception, by individual market:
 
Beyond pure technical and fundamental analysis, the strategy analyses institutional liquidity systems for positive-order-flow, as a predictor of market momentum.
 
How to access:
 
If you have an existing managed/portfolio-sync account, there’s nothing you need to do. The strategies are already in place, with existing risk-allocation/loss-protection mechanisms and my own personal oversight.
 

If you would like to try the service, the Capital-Shield (loss-protection) rebate offer is available to you, for a minimal initial deposit to of our two (ASIC-regulated) partnering brokers.

Minimal initial deposit = $500 (standard rates)

25% lower rates = $1500 initial deposit
 
The Capital-Shield covers 100% of the above, including costs. Find out more and get started at:
 
 
Please do reach out for any clarification at all. We are here to help. Chat is available on the site, and my direct contacts are below.
 
All the best,
 
Adam La Vars
 
Investor Unity – Founder & Strategist
 
+612 8007 4440 | Skype: Investor.Unity
Level 36, Governor Phillip Tower. 1 Farrer place, Sydney, NSW 2000
 
Quick questions? – Quick chat on Messenger
 
 
 
 

“If you’re not failing, you’re not pushing your limits, and if you’re not pushing your limits, you’re not maximizing your potential ” – Ray Dalio

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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 www.iu.com.au/risk, 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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