Trident's Ultimate ASX Balanced Portfolio Report.

The brief from a family member was they wanted:

• All investments had to be listed on the Australian Stock Exchange
• The Portfolio had to include: Global Shares, Australian Shares, Global Property, Australian Property, Cash, Fixed Interest, Global Bonds, Australian Bonds and Alternatives
• The Portfolio had to suit a SMSF or "set and forget" type scenario with "lowish" levels of risk
• The returns could be a mix of income with decent capital growth
• Returns must EXCEED 8%pa long term
• The managers of the investments must be good quality with excellent long term records
• The Portfolio must be balanced and diversified across not only asset classes, but across sectors and industries
• A very specific allocation to each asset class with equities of any type not exceeding 55% of the Portfolio - A true Balance and Well Diversified Portfolio
• The investments had to be easy to buy and sell so required good liquidity in the market
• The investments, by and large, had to be low cost in terms of fees
• No single investment could exceed 5% of the Portfolio - so we needed at least 20 ASX listed Investments, which the Report details individually

How hard could it be? It turned out there were some challenges in "ticking all the boxes", but we did it! This is a Portfolio I'll be applying to my own SMSF and recommending to close friends. Yes, we exceeded the 8%pa requirement by a reasonable margin even with high percentages of Cash, Bonds and Fixed Interest (35% allocation).

The Full Report is 12 Pages - Released 1st May 2019

We envisage an annual review report being produced. We recommend you use our Stop Loss rules as explained in the Trident Investment Guide.

The Trident Confidential Quarterly Report is a must for previous subscribers.

Included in this report are:

• The Bear Market has ended as quickly as it started - Is it likely to return?
• The Biggest Threat to the Market Right now
• The Australian Dollar - Interest Rates  - Tax Changes and The Opportunity you have Right Now
• Global Growth Concerns explained
• Market Valuation - Is it still Buyable?
• An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 - See which stocks outperformed and why you should buy them even now  - There are 16 Stocks in Buying Range, which we recommend buying now
• 5 New Buys for our portfolio
• Brief Halifax Update
• Updated Buy up to Prices and Valuations
• Portfolio Tables for the Current Growth Portfolio
• Our Favourite Buys and our Bargain Buys updated

The Full Report is 20 Pages - Released 1st April 2019

The Trident Income & Yield Report - 2019

For Investors requiring a regular income to supplement their existing income or for self funded retirees (future and present) who need to boost their cashflow while keeping risk under control

Included in this report are:

• 24 New Recommendations - An Australian Portfolio and a Global Portfolio
• We rate each investment for Dividend Growth and Reliability, Underlying Investment Growth as well as Future Prospects
• We explore Cash, Property, Bonds and Shares to work out the best options for a long term, reliable Portfolio of income producing assets
• The problems you'll face in 2019 - Possible law changes, taxation and political risk with an election looming in 2019
• The investments recommended have long track records of dividend reliability and growth to ensure a steady and growing cashflow to substantially outpace inflation and other asset classes
• Corporate and Government Bonds explained and how you can participate in what has normally been a sector for institutions and wholesale investors only
• Dealing with recessions and market chaos

The Full Report is 15 Pages - Released 31st January 2019

The Trident Confidential Quarterly Report - January 2019.

Included in this report are:

• The new Bear Market is here, but for how long?
• The reasons we have ended up in a Bear Market and what's could happen next
• The Ten Surprises for 2019
• We give our insight into the "elephant in the room" - The Halifax Administration
• We look at the current market valuation and whether there is reason to continue to be cautious in early 2019
• Our Trident Portfolio handles the correction in good shape and is well placed for 2019
• An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 - See which stocks outperformed and why you should buy them even now  - There are 21 Stocks in Buying Range, which we recommend buying now
• 7 New Buys for our portfolio 
• Our sells and why we are not buying them back for a while
• Updated Buy up to Prices and Valuations
• Portfolio Tables for the Current Growth Portfolio
• Our Favourite Buys and our Bargain Buys updated

The Full Report is 17 Pages - Released 9th January 2019

The Outlook for 2019 & Trident's Core Growth Portfolio will assist investors navigate the issues we believe will dominate in 2019 as well as provide a Portfolio of 12 reliable Global and Australian stocks.

Included in this report are:

• A review of the trials and tribulations of 2018 and how investors may have got it wrong
• The three major issues we'll face in 2019 and how to navigate around them
• What's gone wrong with the Australian stock market and will it recover in 2019?
• The future of interest rates in Australia and the US and how that can impact the markets and your portfolio
• A change of government in 2019 - what this may mean for your shares, property and superannuation
• Our investment warnings for 2019
• How to deal with possible slowing growth in 2019
• A US Recession in 2019? An Australian Recession in 2019?
• The safest sector to invest in for 2019
• The Investment Themes for 2019
• The 12 Core Growth Stocks to own for 2019 - Good balance sheets, strong earnings and revenue growth, history of good results, good cashflow and dominant market positions
• Our strategy for 2019

The Full Report is 12 Pages - Released 17th December 2018

The Trident Confidential Quarterly Report is a must for previous subscribers.

Included in this report are:

• The next Crisis is approaching - we identify the risks, the prime "suspects", how they'll affect the market and the sectors and stocks to avoid
• We look at the current market valuation - Is it overvalued? Should you be buying, holding or selling? 
• Our Trident Portfolio Soars Again During the Quarter
• An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 - See which stocks outperformed and why you should buy them even now  - There are 24 Stocks in Buying Range which we recommend buying now
• 3 New Buys for our portfolio 
• Updated Buy up to Prices and Valuations
• Portfolio Tables for the Current Growth and Yield Portfolios
• Our Favourite Buys and our Bargain Buys updated

The Full Report is 14 Pages - Released 3rd October 2018

The Trident Bargain Hunter's Portfolio Report - 12 Stocks for the Cautious Investor

Included in this report are:

• Full research reports on 12 Bargain/Value stocks suitable for most investors - these stocks rarely have cheaper valuations so acting now may be very profitable. The stocks included are International stocks.
• The October 2018 Volatility and Correction explained and what to do now
• The real reasons for the pullback
• Why investors may be making a mistake by panic selling now
• When we recommend buying and when we expect the volatility to end and our cautious approach explained
• Next steps to make sure you come through the Volatility in good shape

The Full Report is 47 Pages - Released 28th October 2018

Please check your email address is correct before finalising your order. The system does not pick up errors and you will not receive your report. Mistakes may cost you days of delay.

The 10 Powerhouse Stocks to Buy for the Next Decade

Released August 2018

Ten years from now the best stocks to have owned will probably be companies that you may not have heard of as yet, or maybe you've heard of them, but don't really know what they do. These stocks are the technology driven innovative companies that could be the Apples, Microsofts and the Googles of the future. There are some incredibly innovative companies out there and they have been regularly beating analyst estimates each quarter and growing very quickly - all pretty much "under the radar" and we have selected 10 for this report. 

We believe these 10 fabulous companies will be market beaters over the next decade. This is an excellent supplementation to Trident Confidential Portfolio stocks, if you are looking to expand your portfolio.

Features:

10 international companies covering a wide range of industries such as Aerospace, Software, Artificial Intelligence, Investment, Cloud Computing, Medical Science, Food Safety and Information Technology.

These companies have have been producing outstanding results in recent times and have plenty of long term growth potential still to come as they expand their services and products. In a decade from now, could these be the stocks you "should have invested in?"

All 10 companies have full research reports included.

63 Pages

Released 14 August 2018

The "How To" of investing in shares & applying the Trident Strategies for Buying, Selling & Protecting your Portfolio

(ebook - Delivered by download)

The Trident Investment Guide provides investors with a step-by-step process of how to apply Trident's Buying, Selling and Protection strategies to your portfolio. These strategies help investors maximise their returns and protect their portfolios. Professional investors have "tricks" that they apply to buying that ensures they get the shares they want and at the right price, even when markets are soaring - these little tricks are revealed. Professional investors also know when it's time to sell by setting a couple of strategies in place - again these are revealed and exactly how to apply them. These strategies have been tried and proven over many years and have helped thousands of our clients over the years.

This report is based on the Trident Confidential User's Guide, however it's been totally updated.

The Trident Confidential Quarterly Report is a must for investors.

Included in this report are:

• A few thoughts on popular Australian stocks
• We look at the current market valuation - Is it overvalued? Should you be buying, holding or selling? 
• The Future Cashless Society and the "must have" stocks to own
• Our Trident Portfolio Soars During the Quarter
• Economic Outlook for Australia, US, UK and Europe
• The Australian banking Royal Commission - Is it time to buy the Banks?
• An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 - See which stocks outperformed and why you should buy them even now  - There are 21 Stocks in Buying Range which we recommend buying now
• 3 New Buys for our portfolio 
• 2 New Sells
• Updated Buy up to Prices and Valuations
• Portfolio Tables for the Current Growth and Yield Portfolios
• Our Favourite Buys and our Bargain Buys updated

The Full Report is 21 Pages - Released 8th July 2018

The Trident Confidential Quarterly Report is a must for anyone investing in stocks.

Included in this report are:

• The Correction - Will it last much longer? Where's the bottom? Market Valuation - Overbought or Oversold? Is there more volatility on the way for the rest of 2018?
• Possible tax changes and the Australian market
• Corporate Earnings - getting better or worse?
• An update of every stock in our Growth Portfolio - Our Portfolio has beaten the market 3 to 1 - See which stocks outperformed and why you should buy them even now  - There are 21 Stocks in Buying Range which we recommend buying now
• 3 New Buys for our portfolio 
• 2 New Sells
• Updated Buy up to Prices and Valuations
• Portfolio Tables for the Current Growth and Yield Portfolios
• Our Favourite Buys and our Bargain Buys updated

The Full Report is 21 Pages - Released 4th April 2018 

The Outlook for 2018 & The 10 Growth Stocks that could Take Off in 2018

(ebook - Delivered by download)

This report provides our comprehensive view on how we see the stock market performing and where we see the opportunities and the risks for this year. Whether we see a correction and where it may come from. We also look back at our 2017 Outlook and recommendations and provide some insight on what it means for you as an investor in 2018. We then reveal the 10 Companies that we feel may become the "superstar" stocks of 2018.

In our report:

• Comprehensive rundown on US and Australian markets, interest rates, economics affecting the markets and the possibility of a correction in 2018. You may be surprised where we see the "Big Risk of 2018" - it's probably not what you're thinking!
• We review how our Recommendations of 2017 did. Our 15 stocks last year returned 30.5% on average! This year we expect excellent results again.
• We advise where you should be investing in 2018.
• The Top 10 Surprises for 2018 from one of Wall St's best "predictors"
• Full research reports on the 10 Growth Companies we expect to out perform in 2018 and why
• We also give a further recommendation on our 2017 picks and what you should do with them now. 

Approx. 42 Pages - Released 10th January 2018

The Trident Confidential Quarterly Report  - January 2018

We are now making this report available to all our readers for the very first time.

This 17 Page Report Contains

• Our Full Growth Portfolio of 27 Stocks, of which 18 are recommended Buys right now. The average investment in this Portfolio has returned 83.91% thus far.
• A commentary on each of our Growth Portfolio stocks
• Our Full Yield Portfolio update - 12 stocks
• A Market Commentary and Outlook for 2018 - Our valuation of the current market - Where we see the market at the end of the year and our view on a possible stock market correction
• Crypto Currencies - Are they worth investing in?
• Our Top 5 Stocks you should be holding
• Our Top 5 Bargain stocks
• Full Research Report on our Latest Recommendation. This company is almost a monopoly and we see at least 36% upside in the next year.
• Our Stock Market and Economic Barometer updated

17 Pages - Released January 2018

The 10 Growth Stocks to Own for 2018

Features:

10 international companies covering a wide range of industries such as Software, Consumer Products, Defence, Analytics, Data, Aerospace, Medical, Pharmaceuticals, Biotechnology and Internet Services.

Some are household names that you will know, some you have probably never heard of.  These companies make excellent additions for more growth potential and diversification. Based on forward earnings and average valuations, we expect these companies could increase over 22% on average over the next year or so.

Also included is a commentary on the current market situation as well as our market valuation estimates for 2018 and 2019 and the factors and risks that may come into play.

All 10 companies included have full research reports included to help you make your own assessment. 

39 Pages

Released 21 August 2017

The Trident Australian Stocks Portfolio Report - 2017

The Trident Australian Stocks Portfolio Report - 2017  provides detailed investment reports for 12 ASX listed Australian companies that we expect will outperform in 2017. Also included is a 4 page rundown on the state of the Australian economy and why we think our picks make sense in 2017.
They feature:
1. Good growth within the domestic Australian market.
2. Top management that ensures the growth is also in earnings, not just revenue.
3. Potential for increasing export markets
4. Currently, having a reasonable share price valuation when growth is considered. In other words, Growth at a Reasonable Price.
5. Are unlikely to be compromised by a change of federal government.
6. Somewhat immune to overseas competition.
7. Have the support of favourable demographics.
9. Good balance sheet as well as strong cash flows.
Our report includes mainly small to medium cap stocks, and do not include the "usual" broker recommendations such as the big banks, Telstra, Woolies, Wesfarmers and the like, but instead concentrates on growing smaller companies with good growth potential for not only 2017,  but the long term as well. Several pay excellent dividends, but also combine this with growth.
Approx. 43 Pages