Simplified Investing

Page 1

Simplified Investing Volume 1, Q1 2020

Getting started trading the financial markets w/ insight on a day traders daily schedule


There are so many paths to take in life.


Is this where you want to be when your story ends?


How do I get where I need to be?


I can help!!!


Above: First you need to educate yourself.

To the right: Justin asks “why do I need to be educated before I risk my capital?�



So you don’t blow your account.


Always weigh risk and reward


When you start to feel comfortable, start risk free by trading on a “demo-account�. This will enable you to trade the markets live with some fake capital and test yourself before entering the market without guard rails.

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Log your results and look back to confirm your hypothesis(es).


Now that you have practiced “risk-free,� do you think you are ready to start trading your own account?


Finding the best platform for your trading style/experience is most import.


Funding your account is the next step. *Only risk what you can afford to lose. Each month aim to set aside 10% of your income for trading. Overtime that $100 a month will add up to big returns especially when you buy undervalued assets which also pay a dividend. Overtime your dividend payouts will pay for your investments. You will also cut your tax liability in half by holding assets for a year since you will pay long-term taxes versus short-term taxes.


Apart from ample screen and work space, having reliable internet and a cellular hotspot are eseential to ensure trades are consistently executed.


Make a plan before you start trading each day. At max you should make three trades. Sticking to your plan will keep you level headed and minimize your risk.


Following a trading schedule will increase your success as a trader/investor. Personally I have a rule of thumb to stop trading at 12 o’clock. This is because volatility in the market typically decreases after 12:00. If there is a earnings call that day or some key news coming out, then I will just watch and wait to see what happens to the price. This trading rule is one of my hardest to follow, when profits are still on the table. However, producing consistent results should be your focus NOT getting rich quick.































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