A. Getting Started

  1. Introduction to the Financial Markets
  2. Making a Living Out of Trading
  3. Pros and Cons of Being a Trader

B. The Market and its Drivers

  1. Security Prices and their Movers
  2. Peeking through the World Economy
  3. Understanding the Market’s Current Mood

C. Economic Analysis and Market Condition

  1. Macro Economic Analysis: Understanding the Economy of your Country you are trading and the World
  2. Economic Indicators that affects Sectoral Movements
  3. How does Emotions and Sentiments in trading works
  4. Riding the Market’s Trend

PART 2 – Long Term Investing and Fundamental Analysis
A. Fundamental Analysis

  1. Investing 101: Intro Picking Profitable Firms
  2. Market Price vs. Intrinsic Value
  3. Comparative and Company Valuation Methods
  4. Reading through Company Disclosures and Management Shifts

B. Portfolio Strategy and Management

  1. Listening to the Market and Your(self) Client
  2. Role of Volatility in your Portfolio: Alpha Vs. Beta
  3. Integrating Top-Down Approach with Macroeconomic Analysis
  4. Sectoral Rotation thru Rebalancing and Finding Leaders and Laggards

PART 3 – Entering the Market at the Right Time: Technical Analysis
A. Charts vs. Maps and its Differences

  1. What is Technical Analysis?
  2. Knowing this is not an Exact Science

B. Technical Analysis Concepts

  1. Trend Analysis
  2. Supports and Resistances
  3. Moving Averages
  4. Volume Analysis
  5. Wyckoff Accumulation/Distribution Patterns
  6. Price Gaps/Windows
  7. Magnitude and Duration
  8. Candlestick Patterns
  9. Continuation Patterns
  10. Reversal Patterns
  11. Oscillators and Indicators

C. The Market and its Swings

  1. Economic versus Market Cycle
  2. Four-Phases of the Market Movement
  3. The role of the Government in the Market

PART 4 –Trading Systems, Philosophy & Risk Management
A. Creating Your System

  1. What are you: Investor or Trader?
  2. Finding your Pace
  3. How much are you willing to lose?
  4. Finding the Trading Strategy that Suits Your Character
  5. Swing Trading
  6. Position Trading
  7. Momentum Trading
  8. Day Trading

B. Objectives, Implementation and Reviews

  1. Setting Your Objective
  2. Applying Your System
  3. Keeping Track of Your Trades
  4. Adjusting Your Strategy