Download Pro-Active Investor 12-07-09

Become a ProActive Investor
featuring
Chris Koomey, President,
Online Trading Academy
Baltimore -Washington DC Metro
703-442-8282
What Core Beliefs Drive Your
Investing Strategy?
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


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
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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
3
Reality of Global
Financial Markets
Market Prediction: Up & Down
5
Investing in the 21st Century
20th Century Investor
Pro-Active Investor
Goal
Capital Appreciation
Capital Preservation &
Appreciation
Responsibility
Experts
Self
Diversification
Portfolio Diversification
Targeted Diversification
Markets
U.S.
Global
Instruments
Mutual Funds, Stocks,
Bonds
ETFs, Stocks, Options,
Forex, Futures, Bonds
Strategy
Buy & Hold
Active Management
Use of Capital
100% Invested
Opportunistic
Optimal Market
Condition
Make Money When
Market Goes Up
Make Money When
Market Goes Up, Down
or Sideways
6
The 7 Pillars of Trading
1. Macro Economics/
Fundamentals
2. Technical Analysis
3. Live Data Feeds
4. Execution
5. Risk Management
6. Psychology of Trading
7. Customized Business &
Trading Plan
7/13/2017
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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
8
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.
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YOU, INC. BUSINESS PLAN
A. 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
7/13/2017
10
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
11
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
12
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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