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
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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

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Wealth Creation and Income

• Wealth Preservation
• Dont 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

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Reality of Global Financial Markets
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Market Prediction Up Down
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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
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The 7 Pillars of Trading

• Macro Economics/
• Fundamentals
• Technical Analysis
• Live Data Feeds
• Execution
• Risk Management
• Psychology of Trading
• Customized Business Trading Plan

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PILLAR I Macro-Economics Fundamentals

• Seeing Whats 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

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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

• 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

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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

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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

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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