Financial trading strategy
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Transcript of Financial trading strategy
Financial Trading Strategy Special Report for Mr. Raaj
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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About CFB
Century Financial Brokers LLC (CFB)
is fully licensed by the Central Bank of
United Arab Emirates and Emirates
Securities and Commodities Authority
(ESCA). Established in 1989, CFB is
the region’s oldest and most reputed
financial investment company
servicing over 50000 accounts from
over 20 countries worldwide.
Company Profile
CFB operates as an Introducing Brokers to major, well known international financial institutions. We tailor our wide variety of investment products and services to meet our customers' unique requirements. We provide a superior level of service, both personally and electronically to sustain the long-term relationships that enable us to respond more efficiently and proactively to our customers' changing needs. Our commitment to partnership with each of our customers is based on the concepts of high quality personal service and cutting-edge innovation. Since inception, Century has continued to grow through its focus on customer service, efficiency and best practices. Our goal is to provide our clients, brokers and staff with the highest quality products along with uncompromising service and support no matter the type or size of the account. All of our clients have access to our 24-hour Dealing Room and online software users can get assistance from our Technical Support staff during normal business hours. With substantial operations around the world, CFB has serviced 10,000 accounts and in addition, services over 100 institutional clients from more than 20 countries. CFB has a proven track record of reliability and success. When you need us the most, you can always talk to one of our brokers, staff or one of the management team any time of day, all through the week. Whether you are opening your first account, adding a managed strategy to your portfolio or are a trading veteran, we create a simple, refreshing clear investment experience. Our Consultants place clients where the client's individual interests and needs are best served.
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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Ideal Fund Diversification
In order to reduce risk, diversification is necessary. In accordance to the Risk Profile of the Clients, optimum instruments would be chosen to satisfy
their risk to reward ratio.
Commodities
Currencies
Stocks
Conservative Portfolio
Commodities
Currencies
Stocks
Moderate Portfolio
Commodities
Currencies
Stocks
Aggresive Portfolio
Conservative
A Conservative Portfolio, will maintain Two Times Leverage
Moderate
A Moderate Portfolio would be leveraged starting from five times of its original value.
Aggressive
An Aggressive Portfolio would be leveraged starting from ten times of its original value.
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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For the page following this we will observe how a $30,000 fund could be diversified.
$30,000 Conservative Diversification ($60,000 Leveraged)
Market Commodities Currencies Stocks
Weightage 20% 50% 30%
Value $12,000 $30,000 $18,000
$30,000 Moderate Diversification ($150,000 Leveraged)
Market Commodities Currencies Stocks
Weightage 30% 30% 40%
Value $45,000 $45,000 $60,000
$30,000 Aggressive Diversification ($300,000 Leveraged)
Market Commodities Currencies Stocks
Weightage 40% 20% 40%
Value $120,000 $60,000 $120,000
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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Commodities
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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Medium term, we expect that gold prices will decline because of improving economic activity and a less accommodative monetary policy stance.
Gold
Crude Oil has been on a gradual rise since the beggining of 2013 due to Middle-East sabre-rattling the Suez Canal and European Nations threatening to interupt negotiations in Syria.
Crude Oil
China demand, accounting for around 40% of global copper consumption shows signs of a sluggish manufacturing sector and Goldman Sachs predicts the supply to double by next year.
Copper
Silver price forecasts suffers the possibility of reduced U.S. Federal Reserve monetary stimulus or outright withdrawal from the current quantitative easing program
Silver
Demand over the last three years has stagnated around the 158 mmt level and the next year should prove no different. The outlook is bearish unless Mother Nature adversely affects Brazil or India.
Sugar
Though natural gas prices in the past couple of years have seen a dip in prices, the experts expect a demand in drift from US to China in the near future.
Natural Gas
The current fundamentals for wheat are bearish. However, it is likely that global acres will be down and that, given very high feed wheat demand, a global deficit will be seen on a decent margin.
Wheat
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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Weights of Commodities
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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Aggresive
EUR/USD
GBP/USD
USD/JPY
Currencies to be traded in
Conservative
EUR/USD
GBP/USD
Moderate
EUR/USD
GBP/USD
USD/JPY
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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Indices to be traded in
Name
Standard & Poor 500
Dow Jones Industrial Avg.
FTSE 100 Index
Deutscher Aktien-Index
S&P CNX Nifty
Ticker
SPX500
US30
UK100
German30
Italian40
Country
United States
United States
United Kingdom
Germany
Italy
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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Stocks to be traded in
Name
Apple
Bank of America
Deutsche Bank
Vodafone
UBS AG
Sony Corporation
Great Basin Gold
Tesla Motors
Ticker
AAPL
BAC
DBK
VOD
UBS
Sony Corp
GBG
TSLA
Exchange
SPX500
US30
UK100
German30
Italian40
Nikkei225
SSE50
NYSE
Country
United States
United States
Germany
United Kingdom
Switzerland
Japan
Canada
United States
Prepared by Trading Desk The information contained in this report has been taken from trade and statistical services and other sources which we believe are reliable. CFB does not guarantee that such information is accurate or complete and it should be not relied upon as such. Any opinions expressed reflect judgments at this date and are subject to change without notice. CFB and others associated with it do not solicit a trade or buy or sell and any such actions is not at their risk or the responsibility. Each person exercises independent judgment and trading, and readers to urged to exercise their own judgment in trading.
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Forex
Commodities Stocks
Futures
Portfolio
It is advised and recommended that Clients diversify their funds in order to gain maximum return by taking
minimum risk.
Investing Strategy
The strategy will be active investment management to take short term trading opportunities. You will run a shorter duration in currency and futures markets keeping in mind the bullish or bearish market sentiment and high liquidity and volatile conditions. Emphasis will be to invest in instruments offering high return with moderate risk. We expect short term returns to remain stable. Trading in stocks is usually kept on long term perspective.
The investment strategy: to diversify the funds into various markets such as currencies, futures, commodities, energies etc. This diversification will reduce risks in any given trade. The plans are to breakdown a portion (25% to 35%) of the net initial deposit and distribute it to the above mentioned markets which will be further segregated as per the instruments traded. The funds will be invested over two different periods; short term and mid-term.