Seminar Topics

Meet our Instructor

Training sessions will cover with a wide array of topics including but not limited those shown below. Our primary goal will be to  teach the entire process of trading or investing.  We will not only teach you the steps of the process but how to apply each one to making you a more successful trader or investor.

•  Preparing oneself to be a better trader
•  By the end of the cruise everyone will have completed a “Written” trading plan.

• Developing and following Trading Rules
• Here are rules #1 & #2
• No matter the source of the candidate, I and I alone am responsible for making the trade profitable. I get all of the blame but only some of the credit.
• Never trade without doing Due Diligence. Never trust anyone’s “hot” pick. Investigate it, and then trade it only if it fits your style.  

• Types of trading styles
• Why it is important to pick one and stick to it

• Scanning stocks for trade candidates
• Establishing the criteria based on your trading style
• Using software programs to filter candidate list
• Using online screeners to filter your candidate list 

• Narrowing the candidate list

• Identifying price points:
• Selecting the entry, including using the pre-market activity
• Where to set the worse case stop-loss
• How do determine the profit exits
• How to determine this best trailing stop

• What to look in the pre-market.
• What’s moving?
• What’s not?
• How many trades is a stock doing in the pre-market?
• How much pre-market Volume?

• Why Money Management is so important
• Multiple Methods to determine your position size

• Tracking the trade using spreadsheets or other software packages
• What should you track and why
• How to backtest your strategy

• Measuring performance and profitability of each of your trading strategies
• It is not the individual trade that matters but rather the overall performance (Bottom-line)

• Why you should review your open positions everyday

• Trading with Candlestick patterns

• What are the best indicators to use based on market conditions

• Trading strategies

• Making adjustment to your strategies to control loss