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Pro-Active Investor 12-07-09

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Pro-Active Investor 12-07-09 Powered By Docstoc
					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
 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
                 2
    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,       ETFs, Stocks, Options,
                  Bonds                       Forex, Futures, Bonds
Strategy          Buy & Hold                  Active Management
Use of Capital    100% Invested               Opportunistic
Optimal Market    Make Money When             Make Money When
Condition         Market Goes Up              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

                   5/18/2012   7
  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.

                                                       9
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
                   5/18/2012           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


                                                     13

				
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