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The following chart shows how MarketTiming’s Conservative Strategy has performed against a buy and hold approach to the Australian share market (All Ordinaries Index) based on back-testing over the last 27 financial years. Note how this strategy protected capital during the severe crash of 2007/08 and 2008/09. 

The simulated results of our Conservative Strategy over the 27 year period shown in the above chart were as follows:

• The average annualised return for the timing strategy was +10% versus buy and hold’s +7½%.
• Two-thirds of times ‘In’ the market under the timing strategy were winning ones, with the average gain during these winning periods being +12½% compared with the average loss for losing times ‘In’ the market of -3%.
• While only one-third of times ‘Out’ of the market under the timing strategy avoided losses suffered by buy and hold, significantly the average loss avoided during these periods was -9% compared with the average gain missed while ‘Out’ of the market of just +4%.
• The timing strategy’s return in risk-adjusted terms was almost double that of a buy and hold strategy. In other words, it involved much less risk in achieving capital gains.

For the past six financial years, the annualised % gains (excluding dividends and interest earnings) were as follows. 

For more about our performance, go to Our Performance.