Aug 2017 realised return = 14%

Want to learn or improve your derivatives trading?

iInvest Traders Circle is the next step in becoming a successful, active trader to help improve returns through options trading and other derivatives products under the expert guidance of the iInvest trading team.

The traders at iInvest have been actively trading proven equity and options strategies with success and are now ready to expand the circle. Below is a recent case study highlighting the results of one of our recent strategies. Joining the iInvest Traders Circle is free and will give you access to our trading ideas, events, stock recommendations, market comments and positions tailored to your risk profile.

 

*Derivatives trading is not suitable to all investors. Prior to taking any action or making any investment decision based on the information contained in this notice, you should gain professional financial advice.

iInvest traders circle averaged a return of 5% per month for the 16/17 FY.

Case Study | XJO Index income strategy (STRANGLE)

From January 2013 the Index has averaged a range of 313 points per month. Our strategy takes advantage of the time value of out of the money options usually in a 400 – 500 point range.

Selling a call 250 points above the market price and a put 250 points below the market price creates our range of return. An expiry within this range allows us to keep all premium received when the index finishes in this range.

The strategy can be tailored to suit different risk profiles.

Our example has been trading 5 XJO contracts utilising an average of $16,000 of margin.

Entering the strategy is market dependant – meaning relative to where and how the index has traded recently it may be a great time to open the strangle or may be worth waiting. We try and utilise the time value of options so entering the trade towards the start of the month or the end of the previous month is ideal.

The strategy has been very successful, the example below is based on an initial investment of $20,000:

XJO strangle strategy
Month Range of return Premium Return
Jul-15 0.00%
Aug-15 5000 – 5500 $3,000.00 15.00%
Sep-15 4900 – 5300 $1,150.00 6.00%
Oct-15 4950 – 5400 $4,450.00 22.00%
Nov-15 4800 – 5300 $3,900.00 20.00%
Dec-15 4800 – 5600 $1,800.00 9.00%
Jan-16 4700 – 5300 $2,600.00 13.00%
Feb-16 4600 – 5200 $2,200.00 11.00%
Mar-16 4450 – 5100 -$1,400.00 -7.00%
Apr-16 4900 – 5350 $2,550.00 13.00%
May-16 4800 – 5300 -$900.00 -5.00%
Jun-16 5050 – 5400 $4,900.00 25.00%
Jul-16 5000 – 5500 $3,150.00 15.75%
Aug-16 5300 – 5600 $2,800.00 14.00%
Sep-16 5250 – 5650 -$700.00 -3.50%
Oct-16 5050 – 5500 $2,800.00 14.00%
Nov-16 5200 – 5500 $900.00 4.50%
Dec-16 5125-5500 -$367.50 -1.84%
Jan-17 5250-5900 -$4,130.00 -20.65%
Feb-17 5575-6000 -$1,540.00 -7.70%
Mar-17 5600-6050 $270.00 1.35%
Apr-17 5650-6000 $900.00 4.50%
May-17 5750-6050 $5,335.00 26.68%
Jun-17 5700-5750 $5,707.50 28.54%
Total   $39,375.00 196.88%
Brokerage -$4,800.00

*Past performance is no guarantee of future performance. This information is for general information only, and does not take into account your personal circumstances, investment objectives, financial situation or needs.

Traders Circle – Our Options Strategy Vs Alternatives

Register to be part of our Traders Circle community!

Please complete the form below for your Free registration to our next Trader’s Circle event

Name (required)

Email (required)

Phone Number (required)

Tell us about you..

New to investing

You’ve been working hard and adding to your savings account, but you now want your money to work harder for you..and so you should!

i

Managing an existing portfolio

You’ve made some gains (and perhaps some losses) and want access to a team of advisors to ensure you’ve got the right advice to help maximise your yields.

e

Retired or getting close!

Industry Super Fund or SMSF – what’s the best option for you? You want to know the facts and weigh up your options to ensure you’re getting the most from your investments.

If any of the above sounds like you – then you’re in the right place. To discuss your options and the investment vehicles available to you – get in touch, we’d love to hear from you!

How can we help you achieve better returns?

We specialise in a number of financial products and offerings, including:

Shares / Equities

Shares can be both a “growth” and “income” producing asset and may come with taxation benefits

Learn more | Contact us

Exchange traded options

Options can create leverage, they’re flexible, and with the right strategy you can control the risk

Learn more | Contact us

Managed funds

Managed funds can provide diversification, professional management and reasonable yields

Learn more | Contact us

Wealth management

Wealth creation, wealth management, and/or retirement planning – our team is here for you!

Learn more | Contact us

Margin lending

A margin loan can help you create leverage on your own capital to grow your investment portfolio

Learn more | Contact us

Cash / Fixed interest

Often referred to as ‘income-producing’ investments, these vehicles can also offer capital growth

Learn more | Contact us

IPOs / Capital Raisings

IPOs and capital raisings provide unique opportunities to add valuable investments to your portfolio

Learn more | Contact us

Superannuation

Superannuation can be a tax effective vehicle for saving, investing and planning for your retirement

Learn more | Contact us

Want to discuss your options?

Contact us

Name (required)

Email (required)

Phone Number (required)

How Did You Find Us?

Your Message

What our clients are saying

“I am admiring of the in-depth knowledge and professionalism displayed by key iInvest staff on a regular basis. It has been proven to me several times since becoming a client that I am in good hands there.”
Dr Gunnar Haid, July 2015

“The courteous and professional staff at iInvest have assisted me in building a balanced portfolio of shares to carry me through my retirement with helpful and decisive general advice as required and I have grown to rely on their input before committing to any transaction. Advisers are always on hand for assistance, quick decisions and help with online paperwork.”
Arthur, Mermaid Beach, July 2015

“I have been working and trading with the team from iInvest for the past couple of years.  The technical support, suggestions and team environment suits my trading style.  I did not understand the benefit behind using a “live broker” until I needed one. Thanks Guys.”
Peter Scott, July 2015

“Having traded for over 13 years and in that time using several broking firms, I have found my experience with iInvest Securities to be first class.  Haydn and his team’s execution of simple to multiple leg derivative trades is exceptional.  I have full confidence when placing a trade with them and would be happy to recommend their services.”
S Krause, July 2015

“I have been a client of Haydn and his team for many years, most recently at iInvest Securities.  They have been there for my journey from starting trading the markets as a hobby whilst I worked until now where I trade full time.  I wouldn’t trade with anyone else.”
Vicki Hood, July 2015

“I commend the team at iInvest Securities for technical/combination orders, where execution timing is critical; the orders that don’t easily fit in a computer program used by online order processing. Their professionalism and service I now see as an essential part of my broking relationship.”
Blake Wood, NSW, August 2013

“Our firm utilises iInvest Securities as it provides consistent and exemplary service. This includes just not execution of trades, it includes response time to queries, requests for information, general market comments, and timeliness for returning of calls. The complete package.”
Graham Chee, Managing Director, Global Mutual Funds, NSW, August 2013

“I have been a client for many years and have enjoyed service and support that I would imagine is only provided to large investors with other firms. I have also found friendly and efficient help from all staff members.”
G Downing, QLD, September 2013.

“Having traded options for the last 10 years, I cannot fault the knowledge and expertise of the staff of iInvest in dealing with timing and execution of orders.  You would have to go a long way to find a better team!”
James Longfield, July 2015.

“I’ve been trading with Haydn and his team at iInvest for over 10 years.  What I get is personalised and immediate execution of my trades.  When the pressure’s on – they deliver.  I’m a 67 year old retiree and rely on capital preservation and working with iInvest has achieved this goal with interest.”
Gil Richards, July 2015.

“I have been a client of iInvest Securities and its predecessor company Investorfirst for quite a number of years, and am very happy to confirm my satisfaction with all of their services. And I wish them well for the future.”
David O’Halloran, NSW, August 2013

“To Whom it may concern- I have been using Haydn, Georgia and team for more than ten years and of the approximately six other brokers I have used, have found them and now iInvest Securities Pty Ltd to be the most consistently superior. The trading execution is spot on and back up position and financial statements supplied has created an alliance which has assisted me in becoming a fully committed, experienced and very profitable investor day trader.”
Paul G, VIC, August 2013

“I have been a client of iInvest Securities Pty Ltd and its predecessors for 10 years and have found the service to be of topmost quality and efficiency.”
Chris Sharpley, QLD, September 2013.