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Trident Confidential Model Portfolio

 

"At the end of the day, only return on investment matters".

Ours is 96.33%pa since inception - compare that to everyone else.

 

 

Below is the Trident Confidential Model Portfolio we have been running since 2004 (Current Positions only, it doesn’t show sold or closed positions since that time, this would further increase the profit shown).

 

Each Issue of Trident Confidential we introduce new stocks to the Portfolio that have met the "buying criteria" and "sells" when it’s felt that maximum value has been reached. Sorry, we can’t tell you the names of the companies unless you subscribe to The Ultimate Wealth, Privacy and Freedom Library.

 

This portfolio is reviewed and updated each edition. The stocks selected for the Trident Confidential Model Portfolio are innovative companies or investments that have proven or potential outstanding Earnings Growth in the short and long term. Their inclusion is based on strong financial fundamentals, macroeconomic conditions and good management.

 

Flash Alerts and Trident Confidential Briefs are sent to subscribers in between issues where necessary so as to allow readers to remain up to date with events affecting the portfolio and also where additional purchases and sales are made.

 

 Trident Confidential Portfolio as at 30 June 2008

 

 

 

Current

 

 

 

 

 

 

Sector

 

Purchase

Price

 

 

 

Raw

Annualised

 

 

 

Price

30/06/2008

 

 

 

Return

Return

 

 

 

 

 

 

 

 

 

 

 

Oil & Oil Services

 $         54.01

 $           88.72

 

 

 

64.3%

65.2%

 

Resources

 $         54.55

 $         138.17

 

 

 

153.3%

59.3%

 

Recycling

 $          7.80

 $           16.52

 

 

 

111.8%

113.3%

 

Resources

 $          0.95

 $            1.34

 

 

 

41.1%

41.6%

 

 

 

Returns on Stocks held longer than 1 Year

 

 

92.6%

69.9%

PA

 

 

 

 

 

 

 

 

 

 

Fund

 

 $         76.75

 $           89.29

 

 

 

16.3%

22.4%

 

Oil & Oil Services

 $         76.15

 $         152.39

 

 

 

100.1%

137.4%

 

Agriculture

 $         85.50

 $         178.72

 

 

 

109.0%

164.4%

 

Aerospace

 $         86.00

 $           89.11

 

 

 

3.6%

5.5%

 

Agriculture

 $         78.50

 $         152.80

 

 

 

94.6%

142.8%

 

High Technology

 $         21.86

 $           23.05

 

 

 

5.4%

8.2%

 

Industrial

 

 $         47.23

 $           61.89

 

 

 

31.0%

59.3%

 

 

 

Returns on Stocks held longer than 6 Months

 

51.5%

77.1%

PA

 

 

 

 

 

 

 

 

 

 

Industrial

 

 $         47.90

 $           60.85

 

 

 

27.0%

61.7%

 

High Technology

 $         25.21

 $           37.73

 

 

 

49.7%

113.3%

 

Agriculture

 $       129.20

 $         228.57

 

 

 

76.9%

178.8%

 

Resources

 $         55.60

 $           99.07

 

 

 

78.2%

177.2%

 

Agriculture

 $         85.60

 $         144.70

 

 

 

69.0%

157.5%

 

High Technology

 $          7.97

 $            9.24

 

 

 

15.9%

36.4%

 

High Technology

 $         89.00

 $         116.90

 

 

 

31.3%

71.5%

 

Industrial

 

 $         22.00

 $           28.32

 

 

 

28.7%

65.5%

 

Fund

 

 $         47.01

 $           61.46

 

 

 

30.7%

70.1%

 

High Technology

 $       125.40

 $         167.44

 

 

 

33.5%

101.1%

 

Aerospace

 $         95.55

 $           96.37

 

 

 

0.9%

2.0%

 

Industrial

 

 $         12.10

 $           12.67

 

 

 

4.7%

14.2%

 

High Technology

 $         24.35

 $           23.26

 

 

 

-4.5%

-4.5%

 

Medical

 

 $         37.55

 $           49.40

 

 

 

31.6%

95.2%

 

Industrial

 

 $         24.90

 $           27.22

 

 

 

9.3%

21.7%

 

Resources

 $         32.06

 $           44.69

 

 

 

39.4%

90.4%

 

Medical

 

 $       250.50

 $         269.40

 

 

 

7.5%

17.3%

 

High Technology

 $         33.95

 $           47.12

 

 

 

38.8%

117.0%

 

 

 

Returns on Stocks held longer than 3 Months

 

31.6%

77.0%

PA

 

 

 

 

 

 

 

 

 

 

Industrial

 

 $         76.20

 $           80.70

 

 

 

5.9%

19.4%