Do you want to trade online yourself?
Whether you are a part time /full time trader or a buy and hold investor, we can offer you real time trading with our US trading partner Interactive Brokers. Why sign up to trade through Trillium? It’s very simple, you will have direct access to Fund Managers, no other trading platform offers this. They can analyse your current portfolio and make recommendations on a variety of different levels. You can choose from our execution only or trade together options.
As a valued client we will provide you with the following reports complimentary, on your portfolio every quarter. (The combined value of these reports is €750.00 per quarter.)
- Risk Vs Rewards – Using Efficient Frontier Analysis. Is the reward you are getting worth the risk you are taking?
- Diversification – Are you diversified?
- Your Portfolio Vs Your Benchmark.
- Risk Vs Rewards Report – What is your appetite for risk? Rebalance your account accordingly.
- Diversification Report & Guidance on how you can diversify, including stock selection to bring your portfolio in line with your benchmark.
- Back Testing – Before and after rebalancing.
- Monthly Trading Tips based on your chosen technical indicators.
- Monthly “Traders Talk” online meeting.
Here at Trillium we use several types of methodology for analysing and optimising a portfolio including:
Modern Portfolio Theory – Construct your portfolio to maximise your portfolio return based on a given level of market risk. This can be done by either optimizing your portfolio for an expected annual return or for your level of risk or both. Trillium can walk you through this process and come up with the best portfolio for you and your risk levels.
Post Modern Portfolio Theory – Like MPT but it takes into account the downside risk or returns instead of the mean variance of investment returns. The way this is done is by taking the negative returns as the measure of risk where MPT uses all returns. This is an extra step for those cautious investors looking for an extra measure of risk management.
Efficent Frontier – This analyses the amount of risk that you are taking and compares it to the reward that you are getting. The optimal result is one that produces the best return for the lowest risk.
Technical Analysis – What are your favourite indicators? Get trading tips based on your optimal trading indicators? Choose from a combination of a wide variety such as: Moving Averages, Stochastics, Bollinger Bands, MACD Historgram, Volume, RSI, Pivot Points, Parabolic SAR, Ichimoku Cloud and Fibonacci Retracement.
Check out our FAQ’s below.
Why use our trading partner – Interactive Brokers?
Using the Interactive Brokers platform you can invest globally in stocks, options, futures, currencies, bonds and funds, all from a single account. You can fund your account in multiple currencies and trade multiple currencies all in the one online account.
Our commission rates are fully transparent and very competitive. According to an online broker review by Barron’s in 2020 – Interactive Brokers offer the lowest margin loan interest rates of any online brokers, They ranked No 1 for both International and Active Traders.
Their trading platform is second to none when it comes to technology. It is powerful enough whether you area part time or professional trader. Trade on your desktop, phone or the web. Over 100+ ordertypes ranging from limit orders to complex algorithmic orders which in turn will help you execute any trading strategy.
This inclusive platform has multiple trading tools to enable you manage your account, analyse your performance and spot market opportunties. It offers sophisticated portfolio analysis. It has a comprehensive reporting system with real time trade confirmations, margin details and commission costs. All at the touch of a button.
Continuous trading education is key and most traders are thirsty for information, new trading strategy’s indicators and anlysis to name but a few. Interactive Brokers offers a comprehensive trading education from beginner right through to advanced trading. All Free!
One of the most important factors when considering which brokers to use is to ensure that your broker is secure. Interactive Brokers have a strong capital position and have proven already that they can endure good times and bad.
Check out our FAQ’s below.
How your investment can grow over time.
Frequently asked questions about using our Online Trading Platform
What is the minimum I need to open a trading account?
That depends on what instruments you want to trade. You can open a trading account with as little as $1000 however if you wish to trade options and want to open a Margin Account you will need $5000.
How is my order routed?
Interactive Brokers uses “SmartRouting” technology. This ensures that you get the best prices available at the time of your order, whether it’s for stock, option or combination order.
Can I get live data feeds on the platform?
Yes, there is a large variety of subscription based data feeds available with Interactive Brokers. Several of the fees are waived provided you do a certain number of trades within a month – normally just 1 or 2 depending on the instrument you are trading.
How much is your Trade Together Service?
0.50% of assets with a minimum annual fee of €2000.00
With your Execution Only service - What are the trading commissions?
Trading commission are deducted on the Interactive Brokers trading platform. The rates are:
- Stocks – 0.01 cent
- Options – $1.50 per contract
- $10 minimum per trade
What is Risk Profile?
Your risk profile is the evaluation of you willingness to risk and the ability you h ave to take that risk. It is a key component in determining the proper investment asset allocation for your profile.
Cash Account Vs Margin Account - What is the difference?
The two main types of brokerage accounts are cash accounts and margin accounts. A cash account requires that all transactions must be made with available cash or long positions. A margin account allows clients to borrow money against the value of the securities and cash in their account. For a more detailed explanation, check out Investopedia.
What about Buy & Hold Investors?
Buy & Hold investors will benefit from our numerous portfolio analysis reports and back testing. We can guide you through your risk managment and diversification as well as helping with rebalancing and stock selection.
What is Diversification?
Diversification is a strategy that mixes a wide variety of invesments within a portfolio. The portfolio can be diversified across asset class as well as within asset classes. It can be diversified geographically by investing in both domestic and international markets. Diversification limits rik but it can sometimes mitigate performance, at least in the short term.
What is the Efficient Frontier?
As explained in Investopedia the efficient frontier comprises investment portfolios that offer the highest expected return for a specific level of risk. Returns are dependent on the investment combinations that make up the portfolio and optimal portfolios that comprise the efficient frontier tend to have a higher degree of diversification. The standard deviation of a security is synonymous with risk. Lower covariance between portfolio securities resutls in lower portfolio standard deviation.
What is Post Modern Portfolio Theory?
Post Modern Portfolio Theory is a methodology used for portfolio optimisation that utilises the downside risk of returns. Like Modern Portfolio Theory it details how risk assets should be valued while stressing the benefits of diversification, with the difference being how they define risk and it’s impact on returns. For a more detailed insight in to PMPT check out Investopedia.
What is Backtesting?
Back testing assesses the viability of a trading strategy by discovering how it would have played out retrospectively using historical data. The theory being if it worked well in the past it will possibly work well in the future.
What is Modern Portfolio Theory?
Modern Portfolio Theory (MPT) is a theory on how risk-averse investors can construct portfolios to maximise expected return based on a given level of market risk. It can be used to construct a portfolio that minimises risk for a given level of expected return. Check out Investopedia for a more detailed understanding.
What is a Benchmark?
A benchmark is a standard with which to measure performance. When investing in the US stock market you may choose a market index such as the S&P 500 or the Dow Jones 100. Depenidng on the particular ivestment strategy the benchmark may differ, if you are in to technology for example you may choose the Nasdaq. It is important to choose the appropriate benchmark to suit your invesment style.
What is Technical Analysis?
According to Investopedia – Technical analysis is a trading discipline employed to evaluate investments and identify trading opportunites in price trends and patterns seen on charts. Technical analysts believe past trading activity and price changes can be valuable indicators of future price movements.
It may be contrasted with fundamental analysis which focuses on a company’s financials rather than historical price patterns or stock trends.
What are trading indicators?
Trading indicators are mathematical calculations the produce pattern based signals produced by analysing historical data. Technical analysts use indicators to predict future price movement. There are literally hunderds of different indicators some called leading indicators and others lagging indicators. It is important when trading not to get bogged down by introducing too many indicators in to your trading decisions.
What is a momentum indicator?
Momentum indicator is one that shows the speed of price changes in a stock. It shows the rate of change in price movement of a period of time to help traders determine the strenght of a trend. Bullish momentum means the price is rising. Bearish momentum means the price is falling.
What is a Trading Moving Average?
It is a stock indicator that is commonly used in technical analysis. It helps to smooth out the price data over a specified period of time – 10 day, 20 day, 50 day. There are several different types of moving averages:
Simple which is calculated by taking the arithmetic mean of a given set of pricesover the specific number of days.
Exponential which is weighted giving greater importance to the price of a stock on more recent days, making it an indicator that is more reponsive to new information.
What are Stochastics?
This is a very popular indicator bevuase it is easy to understand and has a high degree of accuracy. It shows when a stock has mobed in to an overbought or oversold position thus indicating whether it is time to buy or sell a security. It is often used in conjunction with the RSI indicator.
What is the RSI?
The Relative Strength Index is a momentum indicator, it provides technical traders signals about bullish and bearish price moment. A security is usually considered overbought when the RSI is above 70% and oversold when it is below 30%.
What are Bollinger Bands?
They are a momentum indicator designed to idnetify when an security is oversold or overbought. The are a set of trendlines plotted 2 standard diviations (positively & negatively) away from a simple moving average of the security’s prcie. It can be adjusted according to a traders own preference.
What is a MACD Histogram?
MACD stands for Moving Average Convergence Divergence is a momentum indicator that follows trends. It shows the relationship between 2 moving averages of a securities price. The trigger signals are when it crosses above (to buy) or below (to sell) it’s signal line. It helps traders to understand whether the bullish or bearish movement in the price is strengthening or weakening.
What are Trading Pivot Points?
Pivot points are commonly used by day traders, they are an intraday technical indicator used to identify trens and reversals. The are calculated to determine levels in which the sntiment of the market COULD change from bullish to bearish and vice versa. Day traders use them to calculate entry, exit, stops and profit taking.
What is the Parabolic SAR?
It is a Stop and Reverse indicator used by technical traders to spot trends and reversals. It is a series of dots superimposed onto a price chart which indicates that a reversal may occur when the dot goes from above to below the chart or vice versa.
What is the Ichimoku Cloud?
It is a collection of technical indcators that can show support and resistance levels as well as trend direction and momentum. It is composed of 5 calculations, 2 of which copose a cloud where the difference between the 2 lines is shaded in. Simply put when the price is below the cloud the trend is down and when it is above the cloud the trend is up. The trend is considered stronger if the cloud is moving in the same direction as the price.
What is Fibonacci Retracement?
Fibonacci retracement levels are horizontal lines that indicate where support and resistnace may occur. They are based on Fibonacci numbers, each level being associated with a percentage. The connect any 2 points that the trader views as relevant, typically a high and a low. The precentage levels provided are areas where the price could stall or reverse.