Become a Pro-Active Investor

featuring

Chris Koomey, President, Online Trading Academy

Baltimore -Washington DC Metro703-442-8282

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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 PreservationDon’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 GenerationDevelop Multiple Streams of Income using Multiple Methodologies & Instruments

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 InvestorGoal 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

1. Macro Economics/Fundamentals

2. Technical Analysis3. Live Data Feeds4. Execution5. Risk Management 6. Psychology of Trading7. Customized Business &

Trading Plan

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

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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

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

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