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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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slide1

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

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.
slide10

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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