Investment Reports - Trident Stock Report

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We offer a variety of Reports to target the information you require.

Investment Reports:

We offer targeted stocks for the period or sector mentioned. Our 30+ years of experience in this area has produced superior results for our clients. We have developed our own proprietary stock selection method as described below.

We tell you when to buy, how much to pay, what we think the stock will achieve and most importantly when to sell to make a profit. Our aim is to provide you with good quality stocks to invest in.

What Do The Reports Contain?

This service provides detailed reports as well as commentary, general and specific, on stocks we think should be invested in at the time of publication. The emphasis is on Long Term investing for both Growth and Yield, and we are still applying the same criteria for selection. See article below on how we select stocks.

We focus on Australian and Global stocks and picking the best opportunities for the long term and seeking out sectors where we think the market has mispriced shares due to short-term factors. For example in 2016, Healthcare stocks were beaten down, although the long term potential was and still is fabulous. Sometimes the market can get it wrong and we see this as an opportunity for a long-term investor to buy stocks when they are cheap.

We will be seeking out new opportunities, as well as revisiting old ones in our new reports when we think the timing is right, both here and internationally. For example, if the market has a downturn or we think it’s set to take off, we will email you with a new report with what we believe are the best opportunities for profit potential at that time.

The reports may contain anywhere from 3 or up to 15 stocks we feel are investible at the present time and the reports will be priced individually for purchase. You will be able to pick and choose which reports you want based on the content material, as we’ll be explaining in advance what the report covers and what’s included. This will mean you’ll only get the information you need or want at the time.

How Are They Delivered?

The reports are sent as PDF attachments for you to download. They will have a time sensitive link on them, so you need to download them immediately and save them to your computer and a back up as well, as they cannot be replaced if your computer crashes. They will be password protected and the password will be sent in the email with the download. They are also uniquely stamped to protect our intellectual property so they cannot be shared.

Payment Options

The new site accepts payment via credit card, PayPal or EFT.

Please note: if you use EFT, your order will not be fulfilled until we receive the funds into our account, which can take up to 3 business days.

Please scroll down to see the reports available at present.

$35.91 (ex. GST)

Are you looking for a balanced portfolio for your Super fund? or perhaps a set and forget low risk portfolio?
After a specific request from a family member to provide this, we were given some strict criteria, which we followed. After much research we succeeded in putting something together to achieve these aims..
This is our 2020 edition of this portfolio update.

This report includes:

A list of investments - all of which had to be listed on the Australian Stock Exchange
A Full Review of the 2019 Report - The impact of the Covid-19 Crisis and market crash
Portfolio changes
The Portfolio summary which includes: Global Shares, Australian Shares, Global Property, Australian Property, Cash & Fixed Interest, Global Bonds, Australian Bonds and Alternatives
A Portfolio that suits a SMSF or "set and forget" type scenario with "lowish" levels of risk
The returns, which are a are a mix of income with decent capital growth
The specification that returns must EXCEED 8%pa long term:
and the managers of the investments are good quality with excellent long term records:
and the Portfolio must 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
A stipulation that the investments are easy to buy and sell with liquidity in the market
Investments, which by and large, are low cost in terms of fees
No single investment exceeding 5% of the Portfolio - which includes at least 20 ASX listed Investments, which the Report details individual
During current market conditions, prices are down and it's an excellent time to invest in this portfolio
The Full Report is 14 Pages - Released 29th April 2020

$63.18 (ex. GST)

The Trident Confidential Quarterly Report is a must for previous subscribers and new clients looking to begin a Global Growth Portfolio.

Included in this report are:

The Coronavirus Crisis Issue
How to approach the crisis from an investment viewpoint
What sectors and industries to avoid... and there's a lot of them!
What sectors, industries and companies will do well and why
Will the market fall further and how much?
Analysis of market valuation and earnings outlook for the rest of 2020
The two events that may send this market spiralling higher, almost as fast as it fell - Is it about to occur?
Comparisons with the Global Financial Crisis - why this may be worse, but recovery could be quicker - why?
Central banks are acting - why if this is a health crisis, not a financial one?
Do you start buying now or wait?
If you do buy what's the safest way to approach it?
5 All New Buys plus Buy Backs that are worth investing in and those that aren't
One stock we think may jump 100%+ in the next few months. Stunning opportunity the market has missed
Our New Broker - Deal on Brokerage
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 22 Stocks in Buying Range, which we recommend buying now
Sells for our portfolio
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 23rd March 2020

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