About the High Conviction Equities Trading Strategy

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.

CAPITAL REQUIREMENT:  Minimum $25,000.00

STRATEGY RISK PROFILE:  Medium

TIME HORIZON:  Minimum 6 months

RETURN OBJECTIVE:  Absolute outperformance (including capital gains & dividend distributions) over the S&P/ASX 200

NUMBER OF STOCKS IN THE PORTFOLIO:  Generally between 3 & 5 at one time

CONVICTION BASED ON RESEARCH TYPE (BROADLY):  50% Fundamentals /  40% Technicals /  10% Quantitative

DIVERSIFICATION:  The portfolio is focused & places little emphasis on diversification for overall portfolio risk reduction. Stock selection is based primarily on the stocks charactieristics, and not whether its includion within the portfolio will or will not increase the overall portfolio's risk.

USE OF OPTIONS TO INCREASE INCOME & 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.