Trading Equities

Investment research and trade ideas for investors who want to be involved in their investment decision making process.

Who we are

We offer trading ideas, independent research and access to highly sought after initial public offerings (IPO’s) for ASX Equities and Listed Investment Companies (LICs).

Trading Equities is a boutique investment management company offering independent market research and trading ideas for both domestic and international markets.

We employ both qualitative and quantitative investment methodologies which lead to investment and trade ideas for both equity and derivative traders.

Our team consists of research analysts, investment specialists and traders allowing us to offer a range of solutions for our clients.

Whether you are looking for a holistic investment solution or just access to research and new ideas, we have the team and resources available.

Some clients just want peace of mind that their investment portfolio is professionally managed.

They are less interested in daily fluctuations and market noise with a higher focus on long term results and quarterly investment updates.

Personal clients will receive a full statement of advice, outlining your investment strategy and objectives. Our services are transparent, all fees and commissions are disclosed.

You’ll also be able to track the performance of your portfolio online.

Your investment plan

Education, Tools and Services which provide the confidence to invest.

Your investment plan

Education, Tools and Services which provide the confidence to invest.

Some clients just want peace of mind that their investment portfolio is professionally managed.

They are less interested in daily fluctuations and market noise with a higher focus on long term results and quarterly investment updates.

Personal clients will receive a full statement of advice, outlining your investment strategy and objectives. Our services are transparent, all fees and commissions are disclosed.

You’ll also be able to track the performance of your portfolio online.

Do you require more control over your investments?

Active clients generally want more involvement in their portfolio investment decisions.

You might be more interested in direct equities, rather than a model ETF portfolio. You may have accounts with other brokers, and research firms and looking to broaden your investment reach.

Perhaps you are looking to improve your portfolio returns through advanced options strategies or interested in other derivative products including warrants and CFDs.

Ultimately, we spend the time consolidating the abundance of financial literature, latest strategies and methodologies so we can deliver consistent unique investment and trade ideas.

We’re happy to bring these ideas to the table, which are are provided on a general advice basis. Clients have complete discretion on whether to participate.

Multi Asset Investing

Investing across multiple asset classes with varying correlation profiles can improve risk adjusted returns.

A multi asset investment approach with a portfolio rebalancing strategy by design can lead towards buying low and selling high as investors re-weight a portfolio keeping in line with their risk tolerance.

Investing across multiple asset classes, influenced by varying return drivers with a low correlation with each other improves risk adjusted returns. In other words, a well-diversified portfolio might target the same percentage return as another portfolio, however with lower risk and volatility.

Quantitative analysis shows how strategic weightings across the available asset classes allows multi asset investors to target a particular level of risk and return related to their investment horizon and risk tolerance.

This information draws on numerous studies, including the quantitative analysis behind the Modern Portfolio Theory pioneered by Harry Markowitz a Nobel Memorial Prize winning economist.

A multi asset investment approach can also help to remove the emotion from investing, leading to a sensible and rational investment decision making process.

Our clients have access to our investment specialists who have a deep understanding of fundamentals, technical analysis, statistical analysis, derivatives, trading strategies, charting and more. Sometimes a quick chat with one of our advisers can provide insight into enhancing your current investment strategies.

Perhaps you have some questions around position sizing. Maybe you have an idea and unsure which instrument you could use to construct the trade. Maybe you are a little nervous and looking to protect your holdings. Maybe there’s a strategy you’ve been running which stopped working, perhaps we can work out why.

For both new and experienced traders, our investment specialists are available to answer your queries and help in any way we can.

Access to market experts and traders

Are you looking for a sounding board for your trade ideas or managing your investment portfolio?

Access to market experts and traders

Are you looking for a sounding board for your trade ideas or managing your investment portfolio?

Our clients have access to our investment specialists who have a deep understanding of fundamentals, technical analysis, statistical analysis, derivatives, trading strategies, charting and more. Sometimes a quick chat with one of our advisers can provide insight into enhancing your current investment strategies.

Perhaps you have some questions around position sizing. Maybe you have an idea and unsure which instrument you could use to construct the trade. Maybe you are a little nervous and looking to protect your holdings. Maybe there’s a strategy you’ve been running which stopped working, perhaps we can work out why.

For both new and experienced traders, our investment specialists are available to answer your queries and help in any way we can.

Charting Solutions

There are a range of charting solutions available,

some of which are free and more advanced solutions available for a monthly fee.

For more information on charting please contact us via phone or email.


Portfolio Enhancement Strategies

Strategies for income, protection and alpha using derivatives and warrants.

Portfolio enhancement strategies are available through derivative products including warrants and options. Derivatives can provide income, protection or strategies derived for a specific outcome.

For example, warrants may be useful for investors seeking leverage in a Superfund. Or perhaps an investor is holding a stock with unrealized capital gains and is looking to implement a cash extraction strategy which can release cash without triggering the capital gains event.

For investors searching for income, derivative strategies including covered calls, ratio spreads and more advanced strategies like gamma and theta scalping can improve portfolio returns.

Insights

Here you’ll find just some of our past ideas and upcoming IPO’s.

For full access register below.

1414 Degrees IPO – Improving the renewable energy sector

1414 Degrees are looking to raise up to $50,000,000 at 35 cents per share. Their technology is clean, sustainable, scalable, low cost and has a 20 to 30-year life. For more information on the 1414 Degrees IPO or to receive a copy of the prospectus please register your...

Portfolio positioning in banks

During the week, we continue to monitor U.S.-China trade negotiations which in our view, remain a drag on investor sentiment. Post recent results/earnings announcements by domestic Banks, we are now reviewing our banking exposure across portfolios. [spacer...

Will the RBA raise interest rates in 2018?

During the week, data on Australian wage growth and employment was released. Indeed, Australia’s central bank, the Reserve Bank of Australia (RBA) is awaiting to see signs of a tightening labour market to drive wages higher and spur inflation before they consider...

Macquarie Capital Notes 3 (MCN3)

Macquarie Group (MQG) has announced the IPO of a new Additional Tier 1 (AT1) capital hybrid (under Basel III) Macquarie Capital Notes 3 (MCN3). Further, the holders of existing Macquarie Capital Notes (MQGPA) will have the opportunity to rollover into the new...

JCP Investment Partners view for Australian Equities

JCP Investment Partners view for Australian Equities Our analysts recently had a one-on-one meeting with Steven Semczyszyn (Chief Investment Officer) and Wes Campbell (Head of Business Development) at JCP Investment Partners. Below are the key...

WAM Global IPO lead by Catriona Burns

The WAM Global IPO lead by Catriona Burns aims to provide capital growth over the medium to long term and deliver a stream of fully franked dividends whilst still preserving capital by investing in a diversified portfolio of undervalued growth companies. The Fund aims...

WAM Global IPO (ASX: WGB)

Wilson Asset Management, needing no introduction with over 20 years' experience in the funds management industry are launching a new fund WAM Global under the ticker code WGB. It is expected that the new WAM Global IPO will employ the same investment methodology as...

Banking Royal Commission – Round 1

Why a banking royal commission?   A royal commission to investigate the misconduct in the Banking, Superannuation and Financial Services Industry commenced on March 13, led by former High Court judge Kenneth Hayne. The royal commission will investigate suspect...

Here’s what you

will get if you subscribe

to our three month trial

Small, Mid and Large Cap Trading Ideas

Options Trading Ideas

Warrant Trading Ideas

Access to IPO’s

Access to 708 Deals

Phone calls with ideas (only if you want them)

Access to Research

Global Thematic Reports

Weekly Credit Reports

Trading Strategies and Education

Trading Equities Pty Ltd is an Authorised Representative of Vested Equities Pty Ltd ABN 54 601 621 390 AFSL 478987. All advice (if any) is general advice only. Your personal circumstances and financial objectives have not been taken into consideration. Accordingly you should consider if the advice is right for you. Past performance is not a reliable indicator of future performance. Please be aware that all investment and trading activity is subject to both profit & loss and may not be suitable for you. All advice and education content is of the nature of general information only and must not in any way be construed or relied upon as legal, financial or personal advice. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. Investing and Trading involves an inherent level of risk. The decision to trade or invest and execution methods employed are a personal decision. You must obtain your own advise and undertake your own research when making investment decisions regarding the suitability of a product for your circumstances.

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