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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?. 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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  1. Become a Pro-Active Investor featuring Chris Koomey, President, Online Trading Academy Baltimore -Washington DC Metro 703-442-8282

  2. 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

  3. 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

  4. Reality of Global Financial Markets

  5. Market Prediction: Up & Down

  6. Investing in the 21st Century

  7. The 7 Pillars of Trading • Macro Economics/ Fundamentals • Technical Analysis • Live Data Feeds • Execution • Risk Management • Psychology of Trading • Customized Business & Trading Plan

  8. 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

  9. 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.

  10. 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

  11. 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

  12. 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

  13. 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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