Become a Pro-Active Investor
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Become a Pro-Active Investor. featuring Chris Koomey, President, Online Trading Academy Baltimore -Washington DC Metro 703-442-8282. What Core Beliefs Drive Your Investing Strategy?. Buy & hold is safe I should trade based on News My Guru tells me when to buy

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Become a Pro-Active Investor

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Become a pro active investor

Become a Pro-Active Investor

featuring

Chris Koomey, President,

Online Trading Academy

Baltimore -Washington DC Metro

703-442-8282


What core beliefs drive your investing strategy

What Core Beliefs Drive Your Investing Strategy?

  • Buy & hold is safe

  • I should trade based on News

  • My Guru tells me when to buy

  • Mutual funds are a smart way to balance your portfolio

  • I should study companies Financials

  • The best time to make money is when the market is going up

  • Shorting is un-American - not cool


Wealth creation and income

Wealth Creation and Income

Wealth Preservation

Don’t Put all Your Eggs in one Basket – Diversify

Wealth Creation

Put all your Eggs in one Basket and watch that Basket VERY Carefully – Focus on Best Approaches

Income Generation

Develop Multiple Streams of Income using Multiple Methodologies & Instruments


Reality of global financial markets

Reality of Global Financial Markets


Market prediction up down

Market Prediction: Up & Down


Investing in the 21 st century

Investing in the 21st Century


The 7 pillars of trading

The 7 Pillars of Trading

  • Macro Economics/

    Fundamentals

  • Technical Analysis

  • Live Data Feeds

  • Execution

  • Risk Management

  • Psychology of Trading

  • Customized Business & Trading Plan


Pillar i macro economics fundamentals

PILLAR I: Macro-Economics & Fundamentals

  • Seeing What’s Next: Anticipation vs. Prediction

    • Inflation and Deflation

    • Capability and Productivity

  • Best Opportunities at Opportune Time

  • Know Your Assets: Real Estate, Stocks, Options, Bonds, Futures, Forex, Business


21 st century trends

21st Century Trends

  • Globalization 3.0 - New Market Participants

    • Increasing Division of Labor

    • Anytime, Anywhere

    • Offshore Resistant

    • Four Horseman: Energy, Water, Commodities, Food

  • Silver Tsunami – Baby Boomer Retirement

  • Web 2.0 - Social Networking & Rich Content – Internet as Multiplier

  • Technology & Business Processes yield Useful Information

  • Self Sufficiency - You, Inc.


Become a pro active investor

YOU, INC. BUSINESS PLAN

  • Business Mission, Vision, Values

  • B. Overall Financial Plan

  • C. Continuous Education Plan

  • D. Continuity of Operations Plan

  • E. Trading & Investment Plans

  • F. Financial Optimization Program


Pro active financial plan

Pro-Active Financial Plan

  • Identify accomplishable goals for Wealth Preservation, Wealth Creation, Income Generation

  • Strategy Selection and Asset Allocation

    • Size, Frequency, Duration

    • Futures, Forex, Options, Stocks, Bonds

  • Commitment

    • Time, Energy, Expertise


Pro active investor program

Pro-Active Investor Program

  • Develop your Pro-Active Financial Plan

  • 5 Day Residence Course – Jan 23-27

  • Extended Learning Track Program

  • Pre-Release Pricing Specials


Pre release pricing special

Pre-Release Pricing Special

$1000 off Pro-Active Investor Part 1 or Part 1 & 2

Part 1 Plus XLT$8000

Part 1 & 2 Plus XLT$10,000

Ends December 31


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