MINC Trading uses a mix of fundamental and technical analysis to identify a small number of stocks it considers will outperform the broader market over the medium term. The high conviction portfolio operates under the following circumstances/ characteristics.
- CAPITAL REQUIREMENT: Minimum $15,000.00
- STRATEGY RISK PROFILE: Low - Medium
- TIME HORIZON: Minimum 6 months
- RETURN OBJECTIVE: Absolute outperformance (including capital gains & dividend distributions) over the S&P/ASX 200
- CONVICTION BASED ON RESEARCH TYPE (BROADLY): 50% Fundamentals / 40% Technicals / 10% Quantitative
- NUMBER OF STOCKS IN THE PORTFOLIO: Generally between 3 & 5 at one time
- DIVERSIFICATION: The portfolio is focused & places little emphasis on diversification for overall portfolio risk reduction. Stock selection is based primarily on the stocks characteristics, and not whether its inclusion within the portfolio will or will not increase the overall portfolio's risk
- USE OF OPTIONS TO INCREASE INCOME AND/OR LOWER RISK: At appropriate times, call options may be written over a 'high conviction' stock to improve the portfolios income. Additionally protective positions through the purchase of put options may also be utilised to minimise the impact of big adverse price movements.
The CFD Hedge fund portfolio is a market neutral portfolio which aims to return profits from taking short and long positions within like sectors. Minc’s up to date market technology and quantitative focused team help to identify and trade effective neutral positions in a range of sectors on the Australian equity market. Click the link above to access further information
- CAPITAL REQUIREMENT: Minimum $20,000
- STRATEGY RISK PROFILE: Medium
- TIME HORIZON: Minimum 6 months
- RETURN OBJECTIVE: Absolute outperformance over the S&P/ASX 200
- CONVICTION BASED ON RESEARCH TYPE (BROADLY): 90% Quantitative /10% Fundamentals / 0% Technicals
- NUMBER OF STOCKS IN THE PORTFOLIO: Generally between 2 to 6 pairs operating at one time.
Minc Trading uses various options spreads to generate income and cash flow in rising, falling and sideways moving markets. The Options Trading Income Portfolio operates under the following circumstances
- CAPITAL REQUIREMENT: Minimum $25,000
- STRATEGY RISK PROFILE: Low - Medium
- TIME HORIZON: Long Term - Minimum 12 months
- RETURN OBJECTIVE: Absolute returns (Positive returns regardless of market direction)
The Options Trading Income Portfolio analyses and publishes spread trading ideas on ASX listed stocks and indices’. Strategies range from bullish and bearish directional strategies such as vertical and diagonal spreads to market neutral strategies such as iron condors, calendar and butterfly spreads. Thanks to the versatility of options it is possible to profit in all market conditions whether it be rising, falling and sideways moving. As such the Options Trading Income Portfolio aims to achieve absolute returns for its members i.e. profits regardless of market conditions
The ASX Options Trading portfolio is an exciting recommendation service for the aggressive trader. We are looking for aggressive portfolio growth and generally take positions with extreme leverage however limited losses. To increase potential returns we implement a strict risk management system using stop losses and trailing stops on positions.
- CAPITAL REQUIREMENT: Minimum $5,000
- STRATEGY RISK PROFILE: Medium - High
- TIME HORIZON: Long Term - Minimum 3 months
- Tight Stop losses of no more than 25% of exposure are used on positions.
- Trade size is kept to approximately $3000.00 in size.
- When accounts grow to a size exceeding the recommended portfolio size of 4 positions x $3000.00 each, funds are transferred out to alternative strategies, rather than increasing risk/exposure on each trade.
- A maximum of $4000.00 per trade is recommended to minimise risk and exposure.
- It is not recommended the Options Trading Portfolio be clients only share market investment