Our managed investment account diversifies your portfolio with 2 investment strategies:

Managed Equities

Our Managed Equities strategy is designed to take advantage of the ongoing worldwide economcy recovery throughout 2010 and 2011. Its main objective is to select stocks with attractive valuations and compelling P/E ratios.

Within the broader market the sectors identified as valuable investment targets for the portfolio are Financials, Technology, Energy, Industrials, Transportation Services and Healthcare stocks.

We may also invest in index and commodity ETFs, and allocation of these instruments is designed to shift depending upon market conditions. These ETFs provide the portfolio with above market growth potential as well as efficient risk diversification.

Managed Futures

With the global economic recovery we are experiencing fast rising prices in the commodity markets due to higher demand for raw materials such as crude oil, metals, grains and other commodities. We have designed a futures trading model to take advantage of the trends in the commodity markets.

Thales Securities trading strategy is guided by a systematic approach to the global commodity futures markets. This approach is based on a technical trading model which combines quantitative analytic tools to determine short term price movements and the moving average convergence and divergence indicator to determine the entry level of the new position. Stops and profit taking levels are automatically set by the execution platform giving our trading system the calculated best possibility to make winning trades.

Our stringent risk management system dynamically calculates all risk and stoploss placement levels. Stoploss orders are automatically placed following initial order execution, with a default setting of approximately 5% of risk per trade.